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

Investment Management

Vivaldi Capital Management

Vivaldi Capital Management's headquarters in Chicago, IL, United States

This department provides expert guidance and strategic recommendations to clients across various sectors.

Advisory Services

The Advisory Team at Vivaldi Capital Management is responsible for providing personalized wealth management solutions to high net worth individuals and family offices. This team of experienced professionals works closely with clients to understand their financial objectives and offers strategic guidance on both traditional and alternative investment opportunities. They ensure clients are well-informed and that their wealth is preserved and grown, all while maintaining the firm’s commitment to serving with their clients' best interests in mind.

Advisory Team

The Client Service Team at Vivaldi Capital Management ensures that high net worth individuals and family offices receive exceptional, personalized service. They manage client relationships, address inquiries, and handle administrative tasks related to wealth management. By maintaining clear communication and providing timely support, they help clients stay informed and confident in their financial strategies.

Client Service Team

The Finance and Compliance team at Vivaldi Capital Management is responsible for ensuring financial accuracy, regulatory compliance, and efficient trading operations. This team, which includes roles such as Compliance Manager, Accounting Analyst, Trader, and Controller, works collaboratively to maintain integrity in financial reporting, adhere to legal and regulatory standards, and execute investment transactions seamlessly, aligning with the firm's commitment to preserving and growing client wealth.

Finance and Compliance

The Leadership Team at Vivaldi Capital Management is responsible for setting the strategic direction of the firm, overseeing its operations, and ensuring that the company's mission to preserve and grow client wealth is met. This team of experienced executives manages the development and execution of customized wealth management solutions and fosters a culture of personalized, high-quality service. They also ensure compliance with regulatory standards and uphold the company's commitment to serving clients' best interests.

Leadership Team

This department provides personalized investment and financial planning services to clients.

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People (8)

Jobs (0)

Other teams

Advisory Team

Client Service Team

Finance and Compliance

Leadership Team

Wealth Advisory

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People (8)

Jobs (0)

Other teams

Advisory Team

Client Service Team

Finance and Compliance

Leadership Team

Wealth Advisory

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