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Aldo Vultaggio
Chief Investment Officer at Capstone Financial Advisors, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | Chief Investment Officer | Jan 2020 to Present | — |
| Capstone Financial Advisors, Inc. | Director of Investments | Aug 2016 to Jan 2020 | — |
| AEPG® Wealth Strategies | Senior Portfolio Manager | Dec 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 Strategies | Portfolio Manager | Dec 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 Strategies | Assistant Portfolio Manager | Oct 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 / BlackRock | Assistant Vice President – Technology Business Analyst | Jan 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 / BlackRock | Senior Specialist – Technology Analyst | May 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
Others at Capstone Financial Advisors, Inc. (2)
| Name | Role | Location |
|---|---|---|
A Alvaro Munoz | Research Analyst and Senior Trader | Chicago, IL , United States |
| Partner | Naperville, IL , United States |
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