Our Team - Vivaldi Capital Management LLC

David Sternberg

Chief Executive Officer

Michael Peck, CFA

President, Co-Chief Investment Officer

Randal Golden, CPWA®, AIF®

Chief Financial Officer

Chad Eisenberg, CPA

Chief Operating Officer

Scott Hergott

Director of Research, Co-Chief Investment Officer

Brian Murphy

Portfolio Manager

Marc D. Bassewitz

Chief Compliance Officer & General Counsel

Yadira Guzman, CPA

Monica Mehta

Director of Key Accounts & Business Development

Nicholas Lotysz, CFA, CPA

Director of Operational Due Diligence

Richard L. Intrater

Managing Director

Ilya Zlotnik

Lilian Lo, CFP®

Brian Quinn

Tedman Breiter, CFP®

Brandon Intrater

Managing Director

David Snyder

Andrew Lindblom, CFA

Director of Wealth Management

Alissa Levy

Director of Client Service

Andrew Sternberg, CFP®

Michael Grayson

Research Analyst

Evan Stoff, CFA

Senior Research Analyst

Jan Qin

Client Service Manager

Trevor Katzban

Research Analyst

Joshua Pilson, CAIA

Portfolio Strategist

Jacob Puccetti

Research Analyst

Meaghan Wirtz

Client Service Associate

Dan Jones

Asha Tangri Goldstein, CFP®

John Eberle, CFA

Jennifer Yong, CPA

Compliance Manager

Mackenzie Granby

Advisory Associate

Ronald B. Bremen

Jacob Horwitz

Advisory Associate

Caryn Fields, CFP®, AIF®

Assistant Director of Wealth Management

Katarzyna Puscian

Client Service Associate