Vivaldi Capital Management LLC
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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
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
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.
Vivaldi Capital Management Launches Fireside Chat Series: Staying Connected with Our Clients - Vivaldi Capital Management LLC On a monthly basis, we will be sharing short videos of our leadership team, wealth advisors and associates...
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
Charitable Donations: The Basics of Giving Helpful tax tips for your charitable contributions, including stock donations.
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225 W. Wacker Drive, Suite 2100
Chicago, IL
60606
