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Alvaro Munoz

Research Analyst and Senior Trader at Capstone Financial Advisors, Inc.

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Capstone Financial Advisors Inc.Research Analyst and Senior TraderJan 2025 to Present
Capstone Financial Advisors Inc.Portfolio and Trading AnalystNov 2023 to Dec 2024
Sebold Capital Management, Inc.AnalystMay 2022 to Oct 2023
Sebold Capital Management, Inc.InternOct 2020 to May 2022

Education

North Central College

Bachelor of Arts - BA, (Majors: Finance, Economics; Minor: Business Administration)

2018 2022

Skills & Expertise

Communication
Interpersonal Skills
Attention to Detail
Investment Management Industry
Investment Management
Software Maintenance
Problem Solving
Financial Statements
Hedge Funds
Issue Management
Performance Reporting
Learn New Software Quickly
Data Aggregation
Custom Reports
Finance
Economics
RStudio
EViews
Microsoft Excel
Bloomberg

Others at Capstone Financial Advisors, Inc. (2)

NameRoleLocation
Aldo Vultaggio
Aldo Vultaggio
Chief Investment OfficerChicago, IL , United States
Kari McKinley
Kari McKinley
PartnerNaperville, IL , United States

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