David Sternberg
Algemeen Directeur bij Vivaldi Capital Management LP
Profiel
Mr. David A.
Sternberg is a Co-Founder & Chief Executive Officer at Vivaldi Capital Management LP.
He is a Founding Principal of Vivaldi Capital Management and leads the research process for selecting and approving new alternative investments for Vivaldi’s platform.
He has over 31 years of experience in the financial markets and plays a lead role in the identification and selection of new alternative investment strategies.
Prior to founding Vivaldi Capital Management, he was with FGMK Preservation Capital, where he specialized in analyzing and selecting Alternative Investments for high net worth clients.
In September 1999, he co-founded the Iron Partners LLC, a registered investment advisor.
During the previous 15 years, he was a Floor Trader on the Chicago Board Options Exchange where he both traded and backed/trained over 20 traders employing his hedging strategies.
Mr. Sternberg holds a Bachelor of Arts in Business Administration from the University of Iowa.
Actieve functies van David Sternberg
Bedrijven | Functie | Begin |
---|---|---|
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. | Algemeen Directeur | 17-11-2011 |
Eerdere bekende functies van David Sternberg
Bedrijven | Functie | Einde |
---|---|---|
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. | Algemeen Directeur | 30-11-2021 |
Cboe Exchange, Inc. (Illinois)
Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Centric Wealth Management LLC
Centric Wealth Management LLC Investment ManagersFinance Centric Wealth Management LLC (Centric) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded in 2005 and formerly known as FGMK/Preservaton Capital Partners LLC. Centric provides advice and guidance to individuals, families, businesses and institutions. | Corporate Officer/Principal | - |
Opleiding van David Sternberg
University of Iowa | Undergraduate Degree |
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 | 4 |
---|---|
Cboe Exchange, Inc. (Illinois)
Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Finance |
Centric Wealth Management LLC
Centric Wealth Management LLC Investment ManagersFinance Centric Wealth Management LLC (Centric) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded in 2005 and formerly known as FGMK/Preservaton Capital Partners LLC. Centric provides advice and guidance to individuals, families, businesses and institutions. | Finance |
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 |