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William David Proper

Corient

Shaker Heights, OH

CRD 4357984

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-21
TX RA APPROVED_RES 2026-07-02
  • OH RA
    APPROVED
    Since 2026-07-21
  • TX RA
    APPROVED_RES
    Since 2026-07-02

Branch Locations

3401 Tuttle Rd Suite 290, Shaker Heights, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Proper Analysis Corporation Beachwood OH 11/1992 12/2019
Pease & Associates, Cpas Beachwood OH 01/2016 12/2018
Vivaldi Capital Management, Llc Beachwood OH 01/2020 06/2026
Corient Miami FL 06/2026 Present
  • 11/1992 → 12/2019
    The Proper Analysis Corporation
    Beachwood, OH
  • 01/2016 → 12/2018
    Pease & Associates, Cpas
    Beachwood, OH
  • 01/2020 → 06/2026
    Vivaldi Capital Management, Llc
    Beachwood, OH
  • 06/2026 → Present
    Corient
    Miami, FL
Previous Registrations
  • 2020-01-21 → 2026-06-17
    Debussy Capital Management Lp
    Beachwood, OH
    Chicago, IL
    Beachwood, OH
  • 2003-01-23 → 2020-01-30
    The Proper Analysis Corporation
    Beachwood, OH

View on SEC IAPD

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