As a Managing Director in Pathstone’s Winter Park office, Vivien provides investment advice and advanced planning for individual and institutional clients. She was honored in the Forbes Top Next-Gen Wealth Advisors Best-in-State ranking in 2025 and in the Forbes Best-in-State Wealth Advisors ranking in 2025.*

Prior to joining Pathstone, Vivien was a Vice President and Wealth Advisor for WaterOak Advisors. Before that, she was a Portfolio Associate at Morgan Stanley; had worked in Trust Operations at Seaside National Bank & Trust and in Wealth Management at a registered investment advisor in Portland, Maine.

Vivien earned her BA from the Budapest Business School in Budapest, Hungary and a BA from Avans Hogeschool in Breda, Netherlands. She is a Certified Financial Planner™ (CFP®) and holds the Chartered Financial Analyst (CFA®) designation. She is also a Board Member of the CFA Society Orlando and a member of the CFA Institute. Originally from Hungary, Vivien currently resides in Orlando, FL with her husband and three sons. She is an avid runner and speaks Hungarian and German (partial).

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Unless otherwise stated, Pathstone does not pay fees to participate in ranking or award surveys. We may pay fees to attend award ceremonies or obtain rights to market award/ranking outcomes.

Methodology:
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. The award ranking provided is accurate as of April 8, 2025 and is based on the data as of June 30, 2024.

Forbes America’s Top Next-Gen Wealth Advisors ranking, developed by SHOOK Research, is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. The award ranking provided is accurate as of August 6, 2025 and is based on the data as of March 31, 2025.