Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital Management met with Julie Cooling, CEO, RIA Channel about their asset management, research and wealth businesses.
Vivaldi Capital, a hybrid firm, started with research in the alternative space but eventually took a more a comprehensive, holistic approach to wealth management. Unlike many firms that began with traditional asset classes, Vivaldi served a niche exposure to alternatives such as private equity, real estate investments, and hedge funds. Eventually, client demand led the firm to expand into traditional investments, as well as financial planning services.