Vivaldi Capital Management

We're inspired by the new blog post featuring an exclusive interview between our very own Ilya Zlotnik and the innovative Irina Frenkel, MSN, FNP-BC, founder of Retreat Care Group. Dive into their discussion on the transformative power of personalized healthcare and how modern wellness is being redefined through proactive treatment strategies. Read the full blog here https://lnkd.in/ehgn-aXx to explore how Irina's approach to health and wellness is setting new standards in the industry.

We are proud to announce that Ilya Zlotnik has been recognized as a Forbes Best-In-State Wealth Advisor for 2024! This prestigious accolade highlights his relentless dedication and the robust relationships he has built with his clients. In a recent blog post, Ilya shares his journey from a fresh university graduate to a leading wealth advisor, his insights into the future of our industry, and his personal commitment to excellence in every aspect of his work. Read more about Ilya's journey and his thoughts on this remarkable achievement in the attached article. Congratulations, Ilya! Here's to many more years of success and innovation at Vivaldi Capital Management. #VivaldiCapital #WealthManagement #ForbesAward #FinancialAdvisory #Leadership #Innovation

Join Ilya Zlotnik, our insightful host at Vivaldi Capital Management, as he dives into an engaging conversation with the remarkable entrepreneur Jeff Glazer. Jeff, known for his entrepreneurial spirit, has built and sold two highly successful businesses in completely diverse industries—all before the age of 40!    Tune in now to catch all the details and discover how innovative thinking and perseverance lead to Jeff's success.   #VivaldiCapitalManagement #Entrepreneurship #BusinessSuccess #Innovation #Leadership

Ilya Zlotnik, our advisor and partner at Vivaldi Capital Management, recently shared his insights on the Land & Everything Else podcast, delving into the sophisticated world of non-stock and bond investments. 🔍 From the unique challenges of #alternativeinvestments to the strategic benefits they bring to our clients' portfolios, Ilya's discussion illuminated the meticulous process and innovation at the core of Vivaldi Capital. 📈 Discover how we're pushing the boundaries beyond traditional investment strategies to deliver exceptional value and tailored solutions to our clients. Read the full recap on our blog: https://lnkd.in/gXNhR2EB #VivaldiCapital #FinancialInsights #WealthManagement #InvestmentStrategy

🏡🔑 In a recent enlightening conversation with Scott Ottenheimer, Ilya Zlotnik dove deep into the dynamics of today's real estate market. From the intricacies of buying and selling in a challenging environment to the transformative impact of technology, Scott shares invaluable insights that are a must-watch for anyone involved in real estate. Whether you're a buyer, seller, or investor, this discussion is packed with actionable advice. Tune in to learn how to navigate the market with confidence. #RealEstate #VivaldiCapital #MarketInsights #InvestmentStrategy https://lnkd.in/gazPWUuw

We are proud to announce that Asha Tangri Goldstein, CFP®, has been recognized on the Forbes list of Best-in-State Top Women Wealth Advisors 2024! Asha's commitment to excellence and personalized wealth management at Vivaldi Capital Management sets her apart as a leader and mentor in the financial industry. Congratulations, Asha! Here's to continuing to inspire and innovate in wealth management. 🎉 #ForbesTopAdvisor #WomenInFinance #WealthManagement #VivaldiCapital https://lnkd.in/gmzWj2jn

Hey there! Ever stopped to think about how your #healthandwealth are more connected than you realize? Well, Ilya Zlotnik Vivaldi Capital Management and Daniel Chille of Tbd Fitness sat down for a chat that might just change how you see the two. Check out their conversation. https://lnkd.in/geQ4NvJy

Are you a business owner thinking about retirement? In this video, Ilya Zlotnik sits down with entrepreneur Byron Udell to discuss his story of building and selling a successful business and transitioning into the ideal retirement. #BuildingABusiness #SellingABusiness #RetirementPlanning https://lnkd.in/gFTyxnva

Join us for a deep dive into private market investing with Ilya Zlotnik and Michael Grayson. Discover key insights into co-investments and secondary investments, and understand how these strategies provide unique opportunities in today's evolving investment landscape. Learn about the growing accessibility and competitive nature of alternative investments and how strategic navigation is essential for success. Don't miss out on this insightful exploration of private market dynamics. https://lnkd.in/gQaXsdTA #privatemarketinvesting #coinvestments #portfoliomanagement

Wealth Advisor & Partner, Ilya Zlotnik, alongside Jordon R. Katz, the CEO and Founder of JR KATZ, explore the intricacies of Private Placement Life Insurance (PPLI) and the benefits of a non-registered variable universal life insurance plan. https://bit.ly/3tOnRdI