Teddy Breiter, CFP®
Wealth Adviser & Partner

My Mission

“My team and I are dedicated to bringing security and prosperity to our client’s lives.”

Education

University of Maryland – Finance

Accomplishments

Former President of Briarwood Country Club

Specializations

  • Certified Financial Planner
  • Risk Management
  • Portfolio Diversification Strategies

Contact Me

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

P: 847.624.8818

About Teddy

Teddy Breiter is a Partner and Wealth Adviser 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.

Teddy’s Interests

Resources Recommended by Teddy

Contact

Teddy Breiter, CFP®

Wealth Adviser & Partner

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

P: 847.624.8818