Andrew Sternberg
Analyst-Equity presso Vivaldi Capital Management LP
Profilo
Mr. Andrew J.
Sternberg is a Wealth Advisor at Vivaldi Capital Management LP.
He joined the firm in May 2013.
He is a leader on the operations team and responsible for the administration of Vivaldi’s business and database applications.
Internally, he oversees much of Vivaldi’s technology infrastructure and manages the processes and resources necessary for our client interfacing systems.
He also works closely with the Wealth Management team to prepare and deliver financial planning strategies to high net worth clients.
Mr. Sternberg received his Bachelor of Science in Finance from the University of Illinois Urbana-Champaign.
He is a Certified Financial Planner professional.
Posizioni attive di Andrew Sternberg
| Società | Posizione | Inizio |
|---|---|---|
Vivaldi Capital Management LP
 Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Analyst-Equity | 01/05/2013 |
Precedenti posizioni note di Andrew Sternberg
| Società | Posizione | Fine |
|---|---|---|
Vivaldi Asset Management LLC
 Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi Asset Management LLC (Vivaldi) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded by David A. Sternberg in 2013 and they are a subsidiary of Vivaldi Holdings LLC. Vivaldi Asset Management provides alternative solutions to retail investors through independent advisors, broker-dealers, and self-directed accounts. | Analyst-Equity | 30/11/2021 |
Formazione di Andrew Sternberg
| University of Illinois | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Vivaldi Capital Management LP
Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Finance |
Vivaldi Asset Management LLC
Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi Asset Management LLC (Vivaldi) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded by David A. Sternberg in 2013 and they are a subsidiary of Vivaldi Holdings LLC. Vivaldi Asset Management provides alternative solutions to retail investors through independent advisors, broker-dealers, and self-directed accounts. | Finance |
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