Vivaldi Capital Management, LP (“VCM”), a privately-owned wealth and investment management firm, is continuing to expand its service footprint with the opening of a new branch office in Beachwood, Ohio. The office will be managed by William Proper and Greg Goldfeder, the former principals of The Proper Analysis Corporation, who will join Vivaldi as partners.
Bill’s background includes decades as a practicing CPA and 26 years as a registered investment adviser. Greg, a Chartered Financial Analyst, has 18 years of experience in the investment industry. “As we’ve rapidly grown across our Chicago headquarters and California locations, we continue to seek out firms that are a strong cultural fit within our wealth management philosophy,” commented Michael Peck, President and Co-Chief Investment Officer of Vivaldi. “Both Bill and Greg are highly regarded in the industry and their practice is a natural extension of the Chicago platform.”
The Proper Analysis Corporation has focused on the financial needs of high net worth individuals, principally in the greater Cleveland area, since 1993. The firm was an early adopter of broadly diversified portfolios that use numerous asset classes in addition to stocks and bonds. Again, seeking to be on the leading edge, Bill Proper wanted to join a progressive firm that can embrace unconventional ways for investors to reap benefits from creative yet prudent financial management.
Since its inception in 2011, VCM has grown organically at a rate of 30% annually and, together with its affiliates, Vivaldi had an estimated $2.8 billion of assets under management as of September 30, 2019.
The announcement of the new branch office follows the news that VCM earned rank as a fastest-growing RIA for 2019, ranking #36 in the Top 50 Fastest-Growing Firms according to Financial Advisor Magazine (FA), additionally ranking in at #208 in FA’s 2019 RIA Survey & Ranking. The firm was also named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers, a list that recognizes top independent RIA firms from across the United States.
About Vivaldi Capital Management, LP
Vivaldi Capital Management, LP is a privately-owned investment advisory firm formed in 2011. VCM specializes in providing integrated wealth management solutions (including alternative investments offerings) to high net worth individuals, families and institutions.
With headquarters in Chicago and branches in Beachwood, OH, Mill Valley, CA, Los Gatos, CA and San Ramon, CA, VCM’s clients enjoy all the services that Vivaldi’s founding partners established to manage their own wealth, as well as that of their close family and friends. To this day, Vivaldi’s partners continue to be significant investors alongside the firm’s clients.