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 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

Advisory Team

Client Service Team

Finance and Compliance

Leadership Team

About

Team members

Other teams at Vivaldi Capital Management

Advisory Team

Client Service Team

Finance and Compliance