Vivaldi Capital Management
Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized wealth management solutions and personalized service. By understanding our client’s objectives, we are able to provide proper guidance while keeping them well informed along the way. At Vivaldi Capital Management, our mission is to: 1) Preserve and grow client wealth 2) Provide high quality traditional and alternative investment solutions 3) Serve as a trusted steward for our clients
7-day free trial · no credit card
Verified contacts
61
available on Kipplo
LinkedIn employees
62
11 to 50 range
Open roles
—
no listings
Distinct roles
31
indexed titles
Tech stack
3
tools in use
Monthly traffic
730
organic / mo
Sign up free to see all 61 verified contacts at Vivaldi Capital Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
61 contacts with verified email or phone · masked until revealed.
- GG
Greg Goldfeder
Partner Wealth Adviser · Finance & Accounting
EmailPhone - SH
Scott Hergott
Director of Research · Research & Development
EmailPhone - IZ
Ilya Zlotnik
Partner, Wealth Adviser · Finance & Accounting
EmailPhone - AS
Andrew Sternberg
Wealth Advisor · Finance & Accounting
EmailPhone - BB
Ben Bluman
Retirement Plan Specialist · Finance & Accounting
EmailPhone - JS
Jason Sternberg
Advisory Associate · General Business & Management
EmailPhone - JB
Justin B. Whelan
Wealth Advisor · Finance & Accounting
EmailPhone - MG
MacKenzie Granby
Senior Advisory Associate · General Business & Management
EmailPhone - MW
Meaghan Wirtz
Client Service Team Lead · Customer/Client Service
EmailPhone
Showing 9 of 61 verified contacts
Top roles at Vivaldi Capital Management
31 distinct titles indexed · top 10 shown.
- 6wealth advisor
- 5advisory associate
- 5client services associate
- 4client service associate
- 3senior advisory associate
- 2advisory analyst
- 2senior client service associate
- 1-,
- 1accountant
- 1accounting analyst
- +21more titles
Sign up to unlock all 61 contacts at Vivaldi Capital Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 61 verified contacts at Vivaldi Capital Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.