Frank Pellicori
PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT

My Mission

My primary focus is asset allocation and portfolio construction for ultra-high net worth families, individuals and family offices. In conjunction with clients’ other professional advisors, I customize investment strategies to appropriately balance risk with clients’ return objectives.

Accomplishments

  • Adjunct Lecturer at DePaul University Economics Department
  • Member of the Economic Club of Chicago
  • Board of Advisors, The Institute of World Politics
  • Board Member – Gies College of Business Alumni Association, University of Illinois

Education

  • Master’s in development studies, London School of Economics
  • Master of Business Administration, Kellogg School, Northwestern University
  • Bachelor of Science, University of Illinois
  • Certified Exit Planning Advisor (CEPA)
  • Series 3, 7 and 66 securities licenses

Specializations

  • Ultra-High Net Worth Families & Family Offices
  • Entrepreneurs / Business owners
  • Asset Allocation & Portfolio Construction
  • Alternative Investments

Contact Me

VIVALDI CAPITAL MANAGEMENT CHICAGO
225 W. WACKER DRIVE
SUITE #2100
CHICAGO, IL 60606

P: (872) 260-3911

Frank Pellicori is President & Director of Wealth Management at Vivaldi Capital Management in Chicago. Frank has over 20 years experience advising high net worth clients and family offices. He started his career with Morgan Stanley, spent three years managing a Family Office, and recently co-managed a $2B team at UBS Private Wealth Management. Throughout his career he has focused on providing capital markets solutions and advising on asset allocation construction with an emphasis on alternative investments. He brings seasoned perspective to building relationships with families and managing their priorities across generations. Frank graduated from the University of Illinois, earned his MBA at the Kellogg School at Northwestern University and has a Masters degree from the London School of Economics. He is an adjunct lecturer at DePaul University. Frank is an avid music lover and enjoys an active lifestyle with his wife and three children.

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Contact

Frank Pellicori

PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT

Vivaldi Capital Management Chicago
225 W. Wacker Drive
Suite #2100
Chicago, IL 60606

P: 312.248.8300