Join our own Wealth Advisor & Partner, Ilya Zlotnik, along with Jordan Katz, CEO and Founder of JR Katz, as…
Private Credit: Taking Advantage of Increased Opportunities
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,…
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…
6 Questions You Should Ask Your Financial Adviser in 2021
By: Vivaldi Wealth Advisers Brian Quinn & Ilya Zlotnik The beginning of a new year is the perfect…