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Aldo Vultaggio

Aldo Vultaggio

Chief Investment Officer at Capstone Financial Advisors, Inc.

Chicago, IL , United States

About

Aldo Vultaggio is the Chief Investment Officer at Capstone Financial Advisors, Inc., based in Chicago, Illinois. In this role, he leads the firm's investment strategy, working closely with advisors and clients to deliver customized, diversified portfolios, and oversees all aspects of investment research, asset allocation, and manager due diligence. His responsibilities include chairing the investment committee, evolving Capstone's investment program, and supporting both direct client advisory and advisor education.

Vultaggio's expertise covers a broad range of asset classes, including equities, fixed income, and alternative investments such as private credit, hedge funds, and real estate. He is recognized for institutional-level manager research and constructing portfolio strategies for high-net-worth individuals, multi-family offices, and institutional clients. His perspectives are also frequently featured on market trends, macroeconomic issues, and sector outlooks such as commercial real estate and emerging investment products like cryptocurrencies and SPACs.

With over a decade of experience, Aldo previously served as Director of Investments at Capstone and as Senior Portfolio Manager at AEPG Wealth Strategies, where he managed selection and oversight of over 50 investment strategies across traditional and alternative asset classes. He holds an MBA in Finance and Accounting from Zicklin School of Business, a BS in Computer Engineering from Villanova University, and several designations, including CFA, CAIA, AIF, and CPA, reflecting his deep technical proficiency and fiduciary commitment to clients.

Career History

OrganizationRoleDate RangeDetails
Capstone Financial Advisors, Inc.Chief Investment OfficerJan 2020 to Present
Capstone Financial Advisors, Inc.Director of InvestmentsAug 2016 to Jan 2020
AEPG® Wealth StrategiesSenior Portfolio ManagerDec 2012 to Jul 2016
Managed portfolio management, investment consulting and manager research processes, reporting directly to President. Developed the firm’s economic outlook and investment strategy, including asset allo...
AEPG® Wealth StrategiesPortfolio ManagerDec 2009 to Dec 2012
Conducted all aspects of investment research and analysis and due diligence, reporting directly to CIO. Responsibilities included qualitative and quantitative research, valuation analysis and manager ...
AEPG® Wealth StrategiesAssistant Portfolio ManagerOct 2006 to Dec 2009
Assisted with manager due diligence, reporting and client account management, in support of the firm’s Portfolio Managers. Conducted due diligence on new investment strategies by evaluating returns-ba...
Merril Lynch Investment Managers / BlackRockAssistant Vice President – Technology Business AnalystJan 2005 to Oct 2006
Developed software applications to calculate and report portfolio performance attribution metrics, helping senior institutional portfolio managers more effectively monitor investment performance and m...
Merril Lynch Investment Managers / BlackRockSenior Specialist – Technology AnalystMay 2003 to Jan 2005
Researched and reported on third-party performance calculation and risk analytics software providers, and related industry practices and trends.

Education

Zicklin School of Business

Master of Business Administration (MBA), Finance and Accounting

2008 2011

Villanova University

Bachelor of Science (BS), Computer Engineering

1999 2003

Staten Island Technical High School

1996 1999

Skills & Expertise

Portfolio Management
Investment Strategies
Asset Allocation
Investment Management
Asset Managment
Investment Advisory
Business Development
Due Diligence
401k
Alternative Investments
Wealth Management
Investments
Technical Analysis
Mutual Funds
Derivatives
Risk Management
Marketing
Client Services
Leadership
Chartered Financial Analyst
Institutional Investments
Investment Policy Statements
Investment Policy Development
Investment Portfolio Design
Investment Decisions
Fiduciary Services
Relationship Management
Client Presentation
C-Level Presentations
Investment Communications
Manager of Managers
Manager Selection
Defined Contribution
Qualified Retirement Plans
Model Portfolios
Investment Performance
Performance Attribution
Performance Measurement
High Net Worth Individuals
Tactical Asset Allocation
ETFs
Global Tactical Asset Allocation
Fundamental Analysis
Investment Research
Financial Market Research
Wealth Management Services
Management
C Level Presentations
Project Management
Financial Analysis
Finance

Others at Capstone Financial Advisors, Inc. (2)

NameRoleLocation
A
Alvaro Munoz
Research Analyst and Senior TraderChicago, IL , United States
Kari McKinley
Kari McKinley
PartnerNaperville, IL , United States

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