Vivaldi Capital Management Named Financial Times 300 Top Registered Investment Advisers Read More

312.248.8300
Client log in

Our Team
Wealth Management
Investment Research

Retirement Plan Services
News & Views
Contact Us

312.248.8300
Client log in

Our Team

All Members in ("Chicago" & "Investment Research")

Michael Peck, CFA

President, Co-Chief Investment Officer

Scott Hergott

Director of Research, Co-Chief Investment Officer

Brian Murphy

Portfolio Manager

Nicholas Lotysz, CFA, CPA

Director of Operational Due Diligence

Michael Grayson

Research Analyst

Trevor Katzban

Senior Analyst

Jacob Puccetti

Research Analyst

Colin Pigott

Junior Analyst

Search

Filters

By Location

Chicago

Cleveland

San Diego

San Francisco

By Division

Client Services & Operations

Family Service

Investment Research

Wealth Advisory

Alphabetical

Sort A → Z

Sort Z → A

Ready to achieve your goals?
Create an investment plan today.

Vivaldi Capital Management LLC

CHICAGO, IL (HQ)

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

BEACHWOOD, OH

3333 RICHMOND ROAD
SUITE #480
BEACHWOOD, OH 44122
P: 800.571.0935

MILL VALLEY, CA

104 TIBURON BOULEVARD
SUITE #200
MILL VALLEY, CA 9494
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 BOULEVARD
SUITE #205
LOS GATOS, CA 95032
P: 650.452.7258

SAN DIEGO, CA

16935 W BERNARDO DRIVE
SUITE #260
SAN DIEGO, CA 92127
P: 858.676.1000

Quicklinks

Our Team
Wealth Management
Investment Research
Retirement Plan Services
News & Views
Contact Us
Careers
Client Login

Connect With Us

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
Form ADV Part 2A
Relationship Summary (Form CRS)