Aldo Vultaggio
Directeur en chef des Investissements chez 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.
Postes actifs de Aldo Vultaggio
| Sociétés | Poste | Début |
|---|---|---|
Capstone Financial Advisors, Inc.
 Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Directeur en chef des Investissements | 01/01/2020 |
Anciens postes connus de Aldo Vultaggio
| Sociétés | Poste | Fin |
|---|---|---|
American Economic Planning Group, Inc.
 American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Analyst-Fixed Income | 01/08/2016 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Formation de Aldo Vultaggio
| Villanova University | Undergraduate Degree |
| Zicklin School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
American Economic Planning Group, Inc.
American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Finance |
