Andrew Sternberg
Analyst-Equity chez Vivaldi Capital Management LP
Profil
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.
Postes actifs de Andrew Sternberg
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de Andrew Sternberg
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Andrew Sternberg
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 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 |
