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Alvaro Munoz
Research Analyst and Senior Trader at Capstone Financial Advisors, Inc.
About
Alvaro Munoz is the Research Analyst & Senior Trader at Capstone Financial Advisors Inc. in Chicago, IL, where he oversees trading operations, portfolio monitoring, and rebalancing for client accounts. His responsibilities prominently feature refining investment processes and enhancing operational efficiency while dedicating substantial time to investment research and due diligence to expand Capstone’s investment solutions across equities, fixed income, and diversified asset classes.
Prior to his current role, Alvaro served as Portfolio and Trading Analyst at Capstone Financial Advisors and as an Analyst at Sebold Capital Management, Inc.. His professional background demonstrates expertise in portfolio management, trading systems, and investment operations, with a technical and systematic approach to optimizing asset allocation and tax efficiency.
Alvaro holds a Bachelor of Arts degree from North Central College with majors in Finance and Economics and a minor in Business Administration. He is known for his analytical rigor and his ability to design and implement process improvements that strengthen portfolio management functions, making him a valuable contributor to Capstone’s multidisciplinary investment team.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capstone Financial Advisors Inc. | Research Analyst and Senior Trader | Jan 2025 to Present | — |
| Capstone Financial Advisors Inc. | Portfolio and Trading Analyst | Nov 2023 to Dec 2024 | — |
| Sebold Capital Management, Inc. | Analyst | May 2022 to Oct 2023 | — |
| Sebold Capital Management, Inc. | Intern | Oct 2020 to May 2022 | — |
Education
North Central College
Bachelor of Arts - BA, (Majors: Finance, Economics; Minor: Business Administration)
2018 — 2022
Skills & Expertise
Others at Capstone Financial Advisors, Inc. (2)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Chicago, IL , United States | |
| Partner | Naperville, IL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | North Star Investment Management Corp. | Highland Park, IL , United States | |
| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States | |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |