• 312.248.8300
  • Client log in
    • TD Ameritrade
    • Charles Schwab
    • eMoney
    • Orion
    • Black Diamond
  • Our Team
  • Wealth Management
    • Overview
    • Wealth Planning
    • Investment Management
    • Family Office Services
  • Investment Research
    • Overview
    • Market & Portfolio Research
    • Manager Due Diligence
    • Investment Strategies
    • Outsourced CIO
  • Retirement Plan Services
  • Our Thinking
  • Contact Us
  • 312.248.8300
  • Client log in
    • TD Ameritrade
    • Charles Schwab
    • eMoney
    • Orion
    • Black Diamond

By Location

By Division

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

Controller

Monica Mehta

Director of Key Accounts & Business Development

Nicholas Lotysz, CFA, CPA

Director of Operational Due Diligence

Richard L. Intrater

Managing Director

Ilya Zlotnik

Wealth Adviser

Lilian Lo, CFP®

Wealth Adviser

Brian Quinn

Wealth Adviser

Tedman Breiter, CFP®

Wealth Adviser

Brandon Intrater

Managing Director

David Snyder

Wealth Adviser

Andrew Lindblom, CFA

Director of Wealth Management

Alissa Levy

Director of Client Service

Andrew Sternberg, CFP®

Analyst

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

Wealth Adviser

Asha Tangri Goldstein, CFP®

Wealth Adviser

John Eberle, CFA

Wealth Adviser

Jennifer Yong, CPA

Compliance Manager

Mackenzie Granby

Advisory Associate

Ronald B. Bremen

Wealth Adviser

Jacob Horwitz

Advisory Associate

Katarzyna Puscian

Client Service Associate

Ready to learn more about Vivaldi’s approach to managing wealth?

CONTACT US

Vivaldi Capital Management LLC

CHICAGO, IL  (HQ)

225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606
P: 312.248.8300
F: 847.386.2910

MILL VALLEY, CA

104 TIBURON BOULEVARD
SUITE #150
MILL VALLEY, CA 94941
P: 415.321.2950
F: 415.321.2960

SAN RAMON, CA

2010 CROW CANYON PLACE
SUITE #100
SAN RAMON, CA 94583
P: 925.395.4589

LOS GATOS, CA

16185 LOS GATOS BLVD
SUITE #205
LOS GATOS, CA 95032
P: 650.452.7258

Connect With Us

Quicklinks

  • Our Team
  • Wealth Management
  • Investment Research
  • Retirement Plan Services
  • Our Thinking
  • Contact Us
  • Careers
  • Client Login

Vivaldi Capital Management, LLC (“Vivaldi”) is an SEC registered investment adviser with its principal place of business in the State of Illinois. Vivaldi and its representatives are in compliance with the current notice ling and registration requirements imposed upon registered investment advisers by those states in which Vivaldi maintains clients. Vivaldi may only transact business in those states in which it is notice led, or qualifies for an exemption or exclusion from notice ling requirements. This web site is limited to the dissemination of general information pertaining to its investment advisory/management services. Investing in the stock market involves gains and losses and may not be suitable for all investors. Any subsequent, direct communication by Vivaldi with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Vivaldi, please contact Vivaldi or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). This site may provide links to other web sites. Third parties, over whom Vivaldi exercises no control, maintain these web sites. Vivaldi expressly disclaims any responsibility for the content, accuracy of information, and availability of and/or quality of products, services or software provided by or advertised on any third-party web sites. If you leave this site through a hyperlink, or any other means, you do so at your own risk. Vivaldi is not responsible or liable for any content or other materials on or available through such sites or any losses related thereto. For additional information about Vivaldi, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money.

  • Privacy Policy & Terms of Use
  • ADV