About Teddy

Teddy Breiter is a Wealth Advisor and Partner focused on customizing investment portfolios that meet his clients’ needs. Teddy was drawn to the industry by his deep desire to learn. After trading for 30 years, he was recruited by Vivaldi CEO, David Sternberg, and joined the team in 2015. Teddy successfully identifies and manages risk within a portfolio in all market environments. He is a Certified Financial Planner who works tirelessly to understand his clients’ entire balance sheet. Teddy recognizes that understanding his clients’ financial needs and goals are key to providing appropriate financial guidance. He enjoys helping people by creating financial plans that suits their needs now and in the future. Teddy loves golf and he is actively involved at the Briarwood Country Club where he formerly served as President.