Best Investors Account Sign in
Inactive

Greg Andrew Goldfeder

Corient

Shaker Heights, OH

CRD 5764143

Claim This Profile
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 2026-06-26
  • OH RA
    APPROVED
    Since 2026-06-26

Branch Locations

3401 Tuttle Road 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
Proper Analysis Corp Beachwood OH 05/2006 12/2019
Vivaldi Capital Management, Llc Beachwood OH 01/2020 06/2026
Corient Services Llc Miami FL 06/2026 Present
Corient Shaker Heights OH 06/2026 Present
  • 05/2006 → 12/2019
    Proper Analysis Corp
    Beachwood, OH
  • 01/2020 → 06/2026
    Vivaldi Capital Management, Llc
    Beachwood, OH
  • 06/2026 → Present
    Corient Services Llc
    Miami, FL
  • 06/2026 → Present
    Corient
    Shaker Heights, OH
Previous Registrations
  • 2020-01-21 → 2026-06-17
    Debussy Capital Management Lp
    Beachwood, OH
    Beachwood, OH
    Chicago, IL
  • 2010-03-03 → 2020-01-30
    The Proper Analysis Corporation
    Beachwood, OH
Designations
  • Chartered Financial Analyst

View on SEC IAPD

More in Shaker Heights, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor