Advisor News & Views
UBS Advisor Frank Pellicori Joins Vivaldi Capital Management
APRIL 5, 2021
Chicago RIA Vivaldi Capital Management has added a high net worth specialist advisor from UBS.
The $2.8bn firm has appointed Chicago-based Frank Pellicori — who had been with UBS since 2011 — as a wealth advisor and partner in the business. Pellicori (pictured) had previously served as a senior vice president at Desai, Pellicori, Stirling, a three-advisor UBS team which is understood have managed roughly $2bn in assets for wealthy families.