Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm serving high-net-worth clients, announced that Asha Tangri Goldstein, CFP, Partner and Wealth Advisor, has been named to the Forbes Magazine’s 2021 Top Women Wealth Advisors list.
At Vivaldi Capital Management Mrs. Goldstein works closely with individuals and families, crafting investment plans focused on achieving client specific wealth objectives. Of the recognition, Mrs. Goldstein commented, “On behalf of the clients I serve, it’s truly an honor to be recognized among the Top Women Wealth Advisors in the country. And operating within a supportive culture of client stewardship, it is truly a privilege to be nominated by Vivaldi.”
“As an inclusive firm, how we recognize and cultivate the talent of women advisors is extremely important to us.” said Michael Peck, President and Co-Chief Investment Officer of Vivaldi. “Asha continues to be a shining example our firm’s core values and for her this award is well-earned.”
Adding to her accolades, Mrs. Goldstein had previously been named a Forbes Magazine’s 2020 Best-In-State Next-Gen Wealth Advisor as well as a 2019 Top Wealth Advisor Mom as recognized by Working Mother Magazine.
To be nominated as a Forbes Top Women Wealth Advisor, advisors must have 7 years’ experience as an advisor, have one year minimum at their current firm, be nominated by their firm for outstanding leadership and maintain over 50% of revenue with individuals. Mrs. Goldstein was one of only 52 advisors recognized in the state of Illinois.
To rank as one of 1000 honorees to the list, Forbes and SHOOK Research use an algorithmic methodology measuring both qualitative and quantitative data, such as an advisors’ best practices through interviews, service models, investing process, revenue generated for their firms, client retention, compliance record, and assets under management.
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 $2.4 billion of assets under management and 43 employees. VCM is headquartered in Chicago, Illinois with locations in Beachwood, Ohio, Mill Valley, California, Los Gatos, California and San Ramon, California