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

David Sternberg

Scott Hergott

Frank D. Pellicori

Richard L. Intrater

Brandon Intrater

Randal Golden

Marc D. Bassewitz

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

Advisory Team

Finance and Compliance

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Client Service Team

About

Team members

Other teams at Vivaldi Capital Management

Advisory Team

Finance and Compliance

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Client Service Team

About

Team members

Other teams at Vivaldi Capital Management

Advisory Team

Finance and Compliance

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