With work experience over six years, this expert is currently working at Vivaldi Capital Management that is located in 226 as a Partner, Wealth Advisor. Ilya received his education from 2012 to 2016 at the University of Chicago Booth School of Business. This expert has certifications in : Series 7, Series 66, and Series 24. they speak Russian fluently. This professional lives in Chicago, Illinois. To contact directly with Ilya, you can search for their phone or e-mail or find exhaustive info by requesting access to the professional's additional details on this website.
Name variants:
Ilya Zlotnik
Last updated May 19, 2024
Contact Information
Last Update
Jul 11, 2022
Email
iz**@vivaldicap.com, zl**@gmail.com
Location
Chicago, IL
Company
Workplace
Colleagues
Work History
Partner, Wealth Advisor
225 west Wacker Dr Suite #2100, Chicago, IL
Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals, families and institutions. Vivaldi was created on the belief that an independe...
from Sep 2014
Senior Client Associate
115 south La Salle St FLOOR 34TH, Chicago, IL 60603
Sep 2013 — Mar 2014
Education
2003 — 2006
2005 — 2005
Occupations
Executive
Partner
Advisor
Butler
Accountant
Finance and Accounting Specialist
Supporting Member
Chief Executive
Personal Care Aide
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Investments
Equities
Finance
Portfolio Management
Securities
Investment Strategies
Wealth Management
Series 7
Alternative Investments
Asset Management
Asset Allocation
Financial Analysis
Investment Advisory
Mutual Funds
Risk Management
Strategic Financial Planning
Financial Planning
Etfs
Series 65
Morningstar
Options Strategies
Entrepreneurship