Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm serving high-net-worth clients, today announced that Asha Tangri Goldstein, CFP®, Partner and Wealth Advisor, has been named a Forbes Magazine’s 2019 Best-In-State Next-Gen Wealth Advisor as well as a 2019 Top Wealth Advisor Mom as recognized by Working Mother Magazine.
Out of 6,400 nominations, the Forbes Best-In-State Next-Gen Advisors list considers advisors born in 1980 or later, have at least four years of industry experience and are nominated by their firm for outstanding leadership. Ms. Goldstein was one of only 59 advisors recognized for the state of Illinois.
To rank as one of 400 honorees to the Top Wealth Advisor Moms list, Working Mother Magazine and SHOOK Research measure advisors’ best practices through interviews, considering service models, investing process, revenue generated for their firms, client retention, and assets under management.
At Vivaldi Capital Management Ms. Goldstein works closely with individuals and families, crafting investment plans focused on achieving client specific wealth objectives. She is a Certified Financial Planner™ professional and was previously a Managing Director for Cedar Hill Associates and Vice President at Citi Private Bank in their Ultra-High Net Worth division.
Of the recognitions, Ms. Goldstein commented, “It’s an honor to be named to both prestigious lists. Client-focused stewardship drives Vivaldi’s culture of innovation and this commitment extends through my role as a working mother as well.”
“As we enter a new era in wealth management, how we cultivate the next generation of talent is extremely important to us.” said Michael Peck, President and Co-Chief Investment Officer of Vivaldi. “Asha exemplifies our dedication to both clients and family. We celebrate the contributions of all VCM advisors as ambassadors of our firm’s values and continuous growth.”
Vivaldi Capital Management, LLC (“VCM”) was founded in 2011 with services that include wealth management (inclusive of offering alternative investments), investment research and retirement plan services, addressing a full range of financial needs. Together, with its affiliates (collectively, “Vivaldi”), Vivaldi has approximately $2.7 billion of assets under management and 43 employees, with 9 of those joining since the fourth quarter of 2018. VCM is headquartered in Chicago, Illinois with locations in Mill Valley, California and San Ramon, California.
For more information on Vivaldi Capital Management, visit https://www.vivaldicap.com
To view the Best-In-State Next-Gen Wealth Advisers list, visit https://www.forbes.com/best-in-state-next-gen-wealth-advisors/
To view the Top Wealth Advisor Moms of 2019 list, visit https://tinyurl.com/yywkytg2