Profiel
Mr. Andrew J.
Sternberg is a Wealth Advisor & Partner at Vivaldi Capital Management LP.
He looks to really understand a client’s total picture and build a proper financial plan & investment portfolio to meet their goals.
He joined the Vivaldi team in May of 2013.
Mr. Sternberg was previously employed as an Analyst by Vivaldi Asset Management LLC.
He earned a Bachelor of Science Degree in Finance from the University of Illinois Urbana-Champaign.
He is a CERTIFIED FINANCIAL PLANNER™ professional.
Actieve functies van Andrew Sternberg
| Bedrijven | Functie | Begin |
|---|---|---|
Vivaldi Capital Management LP
Vivaldi Capital Management LP Investment ManagersFinance Vivaldi performs research and portfolio management across various asset classes, allowing their advisors to construct portfolios that are unique to each client’s circumstances. The firm reviews time horizons, investment goals, risk tolerances, and tax situations to determine the appropriate asset allocation and investment selection for each client. | Corporate Officer/Principal | 01-02-2020 |
Eerdere bekende functies van Andrew Sternberg
| Bedrijven | Functie | Einde |
|---|---|---|
Vivaldi Asset Management LLC
Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi specializes in structuring and managing both single and multi-strategy registered public funds. The firm combines rigorous research and risk management processes with disciplined portfolio construction and management. | Analyst-Equity | 30-11-2021 |
Opleiding van Andrew Sternberg
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vivaldi Capital Management LP
Vivaldi Capital Management LP Investment ManagersFinance Vivaldi performs research and portfolio management across various asset classes, allowing their advisors to construct portfolios that are unique to each client’s circumstances. The firm reviews time horizons, investment goals, risk tolerances, and tax situations to determine the appropriate asset allocation and investment selection for each client. | Finance |
Vivaldi Asset Management LLC
Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi specializes in structuring and managing both single and multi-strategy registered public funds. The firm combines rigorous research and risk management processes with disciplined portfolio construction and management. | Finance |
















