Vivaldi Capital Management LP

Greg Goldfeder is a CFA® charterholder with 16 years of experience in the financial industry. He has worked at Vivaldi Capital Management, LLC since 2020 and was previously with Proper Analysis Corp for 13 years. Vivaldi Capital Management LP provides wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across multiple asset classes and manages assets both on a discretionary and non-discretionary basis.

Griffin Lau is a CFP® with four years of industry experience, currently serving as a financial advisor at Vivaldi Capital Management LP. He previously worked at RBC Capital Markets, Wells Fargo, and Ameriprise Financial. Vivaldi Capital Management LP offers integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using a diversified asset allocation framework and manages both discretionary and non-discretionary assets through a combination of proprietary investment platforms and third-party relationships.

David Snyder is a financial advisor at Vivaldi Capital Management LP in Chicago, IL, holding a Series 65 license with five years of industry experience. He has been with Vivaldi Capital Management LLC since 2016 and is also affiliated with Diamond Instincts. Outside of finance, he is a financial backer and partner in CityWide SuperSlow, a fitness training business. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across multiple asset classes and offers access to alternative investments and ERISA fiduciary retirement plan services.

Justin Whelan is a CFP® and ChFC® with 35 years of industry experience. He has been with Vivaldi Capital Management LP since 2024, following a 30-year tenure at Biechele Royce, Inc. Outside of his advisory role, he serves as the managing member of Sunrise Capital Management LLC, which oversees several private funds. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across multiple asset classes and employs a dedicated Investment Committee to oversee alternative allocations and platform offerings.

Brandon Intrater is a financial advisor at Vivaldi Capital Management LP with 16 years of industry experience. He holds a Series 65 designation and has worked at Vivaldi since 2017, following an 11-year tenure at Long Term Solutions, LLC. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across multiple asset classes and manages assets through discretionary and non-discretionary accounts, supported by an Investment Committee overseeing alternative allocations.

Nikita Praharaj is a CFP® and Series 66-licensed advisor at Vivaldi Capital Management LP with two years of industry experience. Prior to joining Vivaldi, Nikita held positions at J.P. Morgan Securities LLC and JPMORGAN Chase Bank, N.A. She also participated in the America Reads program from 2018 to 2021. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios across multiple asset classes and offers access to alternative investments and ERISA fiduciary retirement plan services.

Benjamin Bluman is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Vivaldi Capital Management LP in Chicago, IL. He joined Vivaldi Capital Management in 2022 after completing full-time education from 2014 to 2022. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across multiple asset classes and manages both discretionary and non-discretionary assets through an Investment Committee overseeing alternative allocations.

Thomas Barrett is a financial advisor at Vivaldi Capital Management LP with 22 years of industry experience. He holds the Series 66 designation and previously worked at Biechele Royce Advisors for 17 years before joining Vivaldi Capital Management in 2024. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across five core asset classes and offers access to alternative investments and a proprietary private investment technology platform.

Daniel Jones is a financial advisor at Vivaldi Capital Management LP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vivaldi since 2018, following a decade at Cedar Hill Associates, LLC. Based in Chicago, IL, he focuses on wealth management and investment advisory services for high-net-worth clients. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across multiple asset classes and offers access to alternative investments and proprietary private investment platforms.

Frank Pellicori is a financial advisor with Vivaldi Capital Management LP, holding a Series 66 designation and 22 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Vivaldi Capital in 2021. In addition to his advisory role, Pellicori serves as an adjunct lecturer at DePaul University. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios across multiple asset classes and offers access to alternative investments through a proprietary investment platform.

Meaghan Wirtz is a financial advisor at Vivaldi Capital Management LP with 11 years of industry experience. She holds the Series 66 designation and has worked at Vivaldi since 2018, following four years at UBS Financial Services Inc. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios across multiple asset classes and offers access to alternative investments and tailored wealth planning.

David Sternberg is a financial advisor at Vivaldi Capital Management LP with 19 years of industry experience. He holds a Series 65 designation and has been with Vivaldi Capital since 2012. Vivaldi Capital Management provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across multiple asset classes and offers access to alternative investments and a proprietary private investment platform.

Brian Quinn is a Series 66 licensed financial advisor at Vivaldi Capital Management LP with 18 years of industry experience. He has worked at Vivaldi Capital since 2019 and previously spent seven years at J.P. Morgan Securities LLC. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across equities, fixed income, alternatives, real estate, and private equity, and offers access to alternative investments and ERISA fiduciary retirement plan services.

Matthew Sanchez is a CFP® with 12 years of experience in the financial industry. He has worked at Vivaldi Capital Management LP since 2024 and previously held positions at Biechele Royce Advisors and TD AMeritrade. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios using an asset-allocation framework across multiple asset classes and offers access to alternative investments and sub-advisory relationships.

Morgan Pruett is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with Vivaldi Capital Management LP and previously worked at Fidelity Investments and TD Ameritrade. Outside of finance, he teaches yoga and assists with studio maintenance at CorePower Yoga in Chicago. Vivaldi Capital Management LP provides integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm constructs customized portfolios across multiple asset classes and offers access to alternative investments and ERISA fiduciary retirement plan services.