Ted Russell Breiter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 06/2026
  Vivaldi Capital Management
  Chicago, IL
• 06/2026 → Present
  Corient
  Chicago, IL

Previous Registrations

• 2017-10-10 → 2026-06-17
  Debussy Capital Management Lp
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-31
• S63 Uniform Securities Agent State Law Examination
  1981-04-27

Designations

• Certified Financial Planner

Other Names

• Tedman Russell Breiter