Corient, a wealth management firm in the United States, has announced the acquisition of Vivaldi Capital Management, a registered investment adviser (RIA) headquartered in Chicago with $5.6 billion in assets under management.
Founded by David Sternberg and Randal Golden, Vivaldi is an independent wealth manager serving the needs of ultra-high-net-worth and high-net-worth individuals and families. The firm provides comprehensive wealth management services, integrating traditional investment management and wealth planning with a disciplined approach to alternative investments as part of broader portfolio construction.
Vivaldi’s principals will become Corient Partners upon closing, which is expected to occur during second quarter 2026. The Corient partnership model is the firm’s key differentiator, built to enable seamless collaboration across teams to bring the full strength of firm capabilities to clients at every interaction.
Corient operates as a fiduciary,
