Asha Goldstein
Partner - Wealth Adviser at Vivaldi Capital Management | Greater Chicago Area
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As a Partner and Wealth Adviser at Vivaldi Capital Management, Asha Goldstein leverages her extensive expertise in investments and strategic financial planning to deliver a bespoke client experience that goes beyond traditional wealth management. With a keen understanding of the intricate financial needs, wants, and desires of high net worth individuals, Asha crafts tailored solutions that align with her clients' unique life goals. Her holistic approach integrates collaboration with attorneys, accountants, and other professionals, ensuring a comprehensive strategy that addresses all facets of wealth management, from asset allocation to alternative investments.
Asha is currently spearheading several key projects that focus on enhancing client engagement and education, recognizing that informed clients are empowered clients. By implementing innovative communication strategies and utilizing advanced portfolio management tools, she ensures that her clients are not only aware of their investment performance but also understand the underlying strategies driving their financial success. Her commitment to a white glove customer experience is evident in her meticulous attention to detail and her proactive approach to anticipating client needs.
In addition to her role at Vivaldi, Asha actively participates in industry forums and workshops, where she shares her insights on the evolving landscape of wealth management and investment advisory. Her dedication to continuous learning and professional development allows her to stay ahead of market trends, ensuring that her clients benefit from the most current and effective investment strategies. Through her unwavering commitment to excellence, Asha Goldstein exemplifies the role of a trusted advisor, guiding her clients toward achieving their financial aspirations with confidence and clarity.
Partner - Wealth Adviser at Vivaldi Capital Management in December 2018 to Present
Investment Advisor at Cedar Hill Associates in July 2011 to December 2018
Vice President at Citi Private Bank - Ultra High Net Worth in March 2007 to July 2011
Assistant Vice President at Citi Private Bank - Ultra High Net Worth in May 2005 to March 2007
Client Financial Analyst at Citi Private Bank - Ultra High Net Worth in June 2003 to May 2005
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Investments
Finance
Wealth Management
Investment Advisory
Alternative Investments
Portfolio Management
Asset Management
Asset Allocation
Strategic Financial Planning
High Net Worth Individuals
Hedge Funds
Investment Management
Financial Services
Banking
Financial Planning
Due Diligence
Fixed Income
Management
Wealth Management Services
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Discover more about Vivaldi Capital ManagementWhat is Asha Goldstein email address?
Email Asha Goldstein at [email protected] and [email protected]. This email is the most updated Asha Goldstein email found in 2026.
What is Asha Goldstein phone number?
Asha Goldstein phone number is +18475448228 and +12487095365.
How to contact Asha Goldstein?
To contact Asha Goldstein send an email to [email protected] or [email protected]. If you want to call Asha Goldstein try calling on +18475448228 and +12487095365.
What is Asha Goldstein net worth?
Asha Goldstein has an estimated net worth of $150,000 to $249,999
What company does Asha Goldstein work for?
Asha Goldstein works for Vivaldi Capital Management
What is Asha Goldstein's role at Vivaldi Capital Management?
Asha Goldstein is Partner - Wealth Adviser
What industry does Asha Goldstein work in?
Asha Goldstein works in the Financial Services industry.
Asha Goldstein Email Addresses
Asha Goldstein Phone Numbers
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