Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm, is excited to announce that Asha Tangri Goldstein, CFP®, Partner and Wealth Advisor, has been named to Forbes Magazine’s 2023 Top Women Wealth Advisors Best-In-State list.
At Vivaldi Capital Management, Mrs. Goldstein provides comprehensive financial advice and solutions to high-net-worth individuals and their families. This encompasses working closely with clients to identify their personal financial needs and long-term goals and creating a customized investment strategy and financial plan. In response to the recognition, Mrs. Goldstein commented, “It’s truly an honor to be recognized among the Top Women Wealth Advisors in the state, and I would like to specifically thank the clients I serve. I am privileged to work in such a supportive culture and am grateful to be nominated by Vivaldi.”
“We take pride in being an inclusive firm and truly value the importance of recognizing and cultivating the talent of women advisors,” said Michael Peck, President and Co-Chief Investment Officer of Vivaldi. “Asha lives and breathes our firm’s core values every day. She is well-deserving of this prestigious award.”
In addition to this award, Mrs. Goldstein has been named Forbes Magazine’s 2020 and 2021 America’s Top Women Wealth Advisor, 2019 Best-In-State Next-Gen Wealth Advisor, and 2019 Top Wealth Advisor Mom as recognized by Working Mother Magazine.
Forbes Top Women Wealth Advisor nominees must have 7 years’ experience as an advisor, a minimum of one year at their current firm, be nominated by their firm for outstanding leadership, and maintain over 50% of revenue with individuals to qualify for the award. Mrs. Goldstein was one of only 85 advisors recognized in the state of Illinois.
Throughout the list selection process, Forbes and SHOOK Research use an algorithm of qualitative data gathered through surveys and interviews conducted by telephone, in-person, and virtually. These surveys/interviews evaluate best practices, such as service models, investing models, and compliance records as well as gather quantitative data, such as revenue trends and assets under management.
Vivaldi Capital Management, LP (“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 $3.5 billion of assets under management and 45 employees. VCM is headquartered in Chicago, Illinois with locations in Beachwood, Ohio, San Diego, California, Los Gatos, California, and San Ramon, California.
To view the Top Women Wealth Advisors Best-In-State list, visit https://www.forbes.com/lists/best-in-state-women-advisors/