Aldo S. Vultaggio
Chief Investment Officer at Capstone Financial Advisors, Inc.
- Role
- Chief Investment Officer at Capstone Financial Advisors Inc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Aldo S. Vultaggio
Investment professional with more than 14 years of experience advising institutional…
Experience
Chief Investment Officer
Capstone Financial Advisors Inc
Jan 2020 — Present · Chicago, IL, US
Skills
- Derivatives
- Relationship Management
- Qualified Retirement Plans
- Investment Policy Statements
- Wealth Management Services
- Portfolio Management
- Investment Decisions
- Manager of Managers
- Risk Management
- Etfs
- Global Tactical Asset Allocation
- Fundamental Analysis
- Model Portfolios
- Chartered Financial Analyst
- Client Presentation
- Wealth Management
- Business Development
- C-Level Presentations
- 401k
- High Net Worth Individuals
- Performance Measurement
- Due Diligence
- Investment Strategies
- Tactical Asset Allocation
- Fiduciary Services
- Client Services
- Alternative Investments
- Investment Research
- Technical Analysis
- Mutual Funds
- Manager Selection
- Defined Contribution
- Investment Communications
- Investment Portfolio Design
- Investment Performance
- Performance Attribution
- Financial Market Research
- Asset Allocation
- Investments
- Investment Advisory
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