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 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

Client Service Team

Finance and Compliance

Advisory Team

About

Team members

Other teams at Vivaldi Capital Management

Client Service Team

Finance and Compliance