Vivaldi Capital Management LLC

10/26/2023

Wealth Advisor & Partner, Ilya Zlotnik, alongside Jordan Katz, the CEO and Founder of JR Katz, explore the intricacies of Private Placement Life Insurance (PPLI) and the benefits of a non-registered variable universal life insurance plan. https://hubs.li/Q026TdKh0

10/18/2023

Ilya Zlotnik had an insightful conversation with Rob O'Hara, CFA, about the ever-evolving landscape of private credit. VCM is constantly seeking innovative ways to navigate this market for its clients. Stay tuned for more valuable insights on how private credit is reshaping the investment landscape. https://hubs.li/Q025_d4S0

09/11/2023

Join Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik, and PBG Principal & Tax Professional, Dean Pearson, as they discuss tax strategies to consider when looking to maximize business enterprise value or undergoing a personal residency change.
https://hubs.li/Q021Qdvt0

08/18/2023

As direct indexing continues to rise in popularity, tune into our latest video with Wealth Advisor & Partner, Ilya Zlotnik, and Head of PGIM Custom Harvest, Bob Holderith, to learn how hopping on the bandwagon can reduce your taxes and benefit your overall investment strategy. https://hubs.li/Q01_whZX0

06/26/2023

What part of the investment research process are you missing? Tune in to a discussion with Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik and Director of Operational Due Diligence, Nick Lotysz, as they provide a comprehensive overview of operational due diligence and discuss its importance when approving investments for our clients.

Join Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik and Director of Operational Due Diligence, Nick Lotysz,...

06/22/2023

If you’ve ever considered adding to your portfolio, it can be challenging to know where to start. Join Vivaldi Capital Management Wealth Adviser, Zack Meuser, and Director of Research, Scott Hergott, as they demystify the alternative investment landscape.

03/16/2023

Congrats to Asha Tangri Goldstein, CFP®, Partner and Wealth Advisor for being named to Forbes Magazine's 2023 List of Top Women Wealth Advisor's Best-In-State! Click below to read more about her accomplishment.

Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm, is excited to announce that Asha Tangri...

11/21/2022

Frank Pellicori is a Partner and Director of Wealth Management at Vivaldi Capital Management in Chicago with over 20 years of experience advising high net worth clients and family offices.

Sit down for 5 minutes with Frank and learn how he got to where he is today, and the biggest life lessons he's acquired both throughout the pandemic and his career in the finance industry.

https://hubs.li/Q01sSVMJ0

01/12/2022

Pull up a chair and let’s have a chat!

Vivaldi Capital Management is proud to announce our new Fireside Chat series. On a monthly basis we will be sharing short videos of our leadership team, wealth advisors and associates offering their insight across various topics in the wealth management space. Click on the link to learn more.

On a monthly basis, we will be sharing short videos of our leadership team, wealth advisors and associates...

10/07/2021

Ready to achieve your goals? Let’s create a custom investment plan today!

Use this free tool to see how close you are to hitting your goals and to create a financial strategy. Request a consultation with a financial professional if you'd like to create a plan.

10/06/2021

Check out this Charles Schwab resource that is highly recommended by our Partner and Managing Director Richard L. Intrater: 4 Ways Giving to Charity Can Benefit You, Too:
https://hubs.li/H0XPJbv0

Helpful tax tips for your charitable contributions, including stock donations.