Zack Meuser is a Wealth Advisor at Vivaldi Capital Management in Chicago. Zack has over 10 years of experience in wealth management, starting his career at AllianceBernstein in New York City, before moving to Chicago in 2015 and working at Mesirow Wealth Management as a Wealth Advisor for six years. Zack works primarily with individuals and families providing customized financial planning advice including cash flow analysis, retirement planning analysis, and generational wealth transfer advice. He also helps clients with asset allocation and portfolio construction.
Zack earned his BA degree from the University of Michigan in Ann Arbor and is a CERTIFIED FINANCIAL PLANNER™.
Zack and his fiancé reside in Chicago where they enjoy living an active lifestyle surrounded by friends and their tremendously large family.