David Snyder
Partner Wealth Advisor at Vivaldi Capital Management
Based in Winnetka, United States
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Seniority
Director
Department
Finance & Accounting
Location
Winnetka
Industry
Investment Management
Company size
62
Contact information
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d•••••••@vivaldicap.com
Phone
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Background
About David Snyder
As a Wealth Advisor, I focus on helping clients determine financial needs and goals by keeping abreast of personal and financial life changes and utilizing Vivaldi’s team approach, I am committed to exceeding expectations in all aspects of the client experience. My experience as an independent Market Maker on the Chicago Board Options Exchange for 25+ years has resulted in a deep understanding of risk management and how to achieve investment decisions in times of uncertainty and market disruptions. While at the CBOE I served on the Equity Allocation Committee and Nominating Committee then latter as Chairman during periods of tremendous growth and challenges. When not working with clients I serve as a Varsity Softball Coach at New Trier High School in Winnetka, IL and as a Director on The Margaret Baker Foundation Board. Specialties: Wealth Management, Equity Options, Youth Sports, Fastpitch Softball
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