Vivaldi Capital Management Joins Pensionmark Advisor Support Program Adding $3B in supported assets

Pensionmark is pleased to announce Vivaldi Capital Management (“VCM”) as the newest team to join the Pensionmark advisor network, bringing with them $3 billion in supported assets. VCM is headquartered in Chicago with regional offices in the San Francisco Bay Area, San Diego, and Cleveland.

The VCM team, led by Randal Golden, David Sternberg, & Michael Peck, provides integrated advisory services to address a full range of financial needs. VCM developed an in-house investment research team and alternatives platform that has attracted several wealth advisors to join their firm over the years, allowing those advisors to spend more time on other value-add services.


Click here to read the full press release.