Jacob Puccetti

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Consumer Services

Finance

Profile

Mr. Jacob Puccetti, CFA, is a Senior Research Analyst at Vivaldi Capital Management LP.
He is focused on supporting all aspects of Vivaldi’s investment research efforts.
He helps manage the sourcing, diligence, and oversight processes with respect to the firm’s traditional and alternative investment strategies.
Prior to joining Vivaldi, Mr. Puccetti worked at Guggenheim Securities as a Sell-Side Equity Research Analyst.
He graduated from the University of Dayton Summa Cum Laude with degrees in Finance and Investments and is a CFA charter holder.

Former positions of Jacob Puccetti

Companies	Position	End
Vivaldi Capital Management LP Vivaldi Capital Management LP Investment ManagersFinance Vivaldi performs research and portfolio management across various asset classes, allowing their advisors to construct portfolios that are unique to each client’s circumstances. The firm reviews time horizons, investment goals, risk tolerances, and tax situations to determine the appropriate asset allocation and investment selection for each client.	Analyst-Equity	-

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Private companies	2
University of Dayton University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Vivaldi Capital Management LP Vivaldi Capital Management LP Investment ManagersFinance Vivaldi performs research and portfolio management across various asset classes, allowing their advisors to construct portfolios that are unique to each client’s circumstances. The firm reviews time horizons, investment goals, risk tolerances, and tax situations to determine the appropriate asset allocation and investment selection for each client.	Finance

Private companies