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Aldo Vultaggio
Chief Investment Officer bei
Capstone Financial Advisors, Inc.
Profil
Mr. Aldo S.
Vultaggio is a Chief Investment Officer & Partner at Capstone Financial Advisors, Inc. He joined the firm in August 2016.
He leads firm’s Investment Committee.
Previously, he served as a Senior Portfolio Manager and Investment Consultant at AEPG Wealth Strategies where he was responsible for managing multi-asset class portfolios for high-net-worth clients and advising institutional clients on their retirement plan investments.
Prior to that, he worked as a Technology Business Analyst at Merrill Lynch Investment Managers.
Mr. Vultaggio earned his Bachelor of Science in Computer Engineering from Villanova University and a Master of Business Administration in Finance and Accounting from Baruch College – Zicklin School of Business.
He is a CFA charter holder, an Accredited Investment Fiduciary and a Certified Public Accountant.
He is a member of the CFA Institute and the CFA Society Chicago.
He holds CAIA designation.
Aktive Positionen von Aldo Vultaggio
| Unternehmen | Position | Beginn |
|---|---|---|
Capstone Financial Advisors, Inc.
 Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone creates and manages a portfolio based on the client’s particular circumstances. Portfolios most typically will consist of no load or load-waived mutual funds, exchange-traded funds (ETFs), individual equities, and individual bonds (including corporate debt securities, commercial paper, certificates of deposit, municipal securities and US governmental securities). | Chief Investment Officer | 01.01.2020 |
Ehemalige bekannte Positionen von Aldo Vultaggio
| Unternehmen | Position | Ende |
|---|---|---|
American Economic Planning Group, Inc.
 American Economic Planning Group, Inc. Investment ManagersFinance American Economic Planning Group's (AEPG) investment strategy is designed to provide portfolio growth with reduced risk through diversification using two main investment classes: (1) US Treasuries for safety of principal and diversification and (2) risk-based assets to achieve portfolio growth through both long-term investments and short-term tactical trading opportunities. Allocations to these classes are based on each client's financial goals, investment time horizon, risk tolerance and liquidity needs. AEPG's investment strategy provides a clear delineation between low risk and risk based assets. The investments they utilize are low cost, transparent and liquid. | Analyst-Festverzinsliche Wertpapiere | 01.08.2016 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Ausbildung von Aldo Vultaggio
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
78
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
American Economic Planning Group, Inc.
American Economic Planning Group, Inc. Investment ManagersFinance American Economic Planning Group's (AEPG) investment strategy is designed to provide portfolio growth with reduced risk through diversification using two main investment classes: (1) US Treasuries for safety of principal and diversification and (2) risk-based assets to achieve portfolio growth through both long-term investments and short-term tactical trading opportunities. Allocations to these classes are based on each client's financial goals, investment time horizon, risk tolerance and liquidity needs. AEPG's investment strategy provides a clear delineation between low risk and risk based assets. The investments they utilize are low cost, transparent and liquid. | Finance |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone creates and manages a portfolio based on the client’s particular circumstances. Portfolios most typically will consist of no load or load-waived mutual funds, exchange-traded funds (ETFs), individual equities, and individual bonds (including corporate debt securities, commercial paper, certificates of deposit, municipal securities and US governmental securities). | Finance |
Zicklin School of Business
 Zicklin School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
