Ilya Zlotnik, Vivaldi Capital Management Wealth Advisor and Partner, connects with Rob O’Hara, CFA and Principal/Senior Research Analyst…
Vivaldi Capital Management Fireside Chat Series: Top Tax Matters to Consider for Business Owners and Individuals
Welcome back to the next episode in our Fireside Chat series where Vivaldi Wealth Advisor & Partner, Ilya…
Direct Indexing: What It Is and How It Can Benefit You
In our latest video, sit down with Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik, and Bob…
Vivaldi Capital Management Fireside Chat Series: A Conversation on Operational Due Diligence
Join our latest Fireside Chat with Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik and Nick Lotysz,…
Vivaldi Capital Management Fireside Chat Series: Demystifying Alternative Investments
Welcome back to another episode in our Fireside Chat Series, where we highlight relevant topics in the wealth…
Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2023 List of Top Women Wealth Advisors Best-In-State
Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm, is excited to announce that Asha Tangri…
Real Estate Investment Strategies with Josh Volen of CIRE and IIya Zlotnik
Understanding how to be strategic in your real estate investment strategy is the focus of this latest video…
Why Effective Estate Planning Shouldn’t be a “Taxing” Exercise
As Benjamin Franklin reportedly said, “nothing can be certain except for death and taxes”. In this video podcast,…
Understanding Bitcoin: An Interview with Chris Kuiper, Director of Research at Fidelity Digital Assets
Bitcoin has experienced a substantial increase in value (along with a tremendous amount of volatility) since its creation…