Guest
Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital Management
Website
www.vivaldicap.com
AUM
~$6bn
Bio
Ilya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years.
Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.
Disclaimer:
This is one Advisor’s perspective and not reflective of VCM.
Read the full disclaimer and learn more here: https://www.vivaldicap.com/
