Alvaro Munoz
Portfolio Operations & Trading Analyst
Alvaro Munoz is a Portfolio Operations & Trading Analyst at Capstone Financial Advisors. Alvaro enjoys the more technical aspects of portfolio management and trading. He is responsible for monitoring and rebalancing client portfolios, creating new processes, and refining existing ones to ensure operational efficiencies across the board.
“Seeing the impact you can have on people’s lives through proper wealth management inspires me every day,” he says.”
Invested in your future
Alvaro approaches his work looking at the big picture first. He figures out the primary objective, and then figures out a way to get there.
“Once I’m happy with the result, I take it a step further to figure out a process that scales it and achieves efficiency. It all ladders up to a better experience for our clients,” says Alvaro.”
Building community
Fluent in two languages, Alvaro has lived in three countries. Staying active in his current community, he volunteers at Virtual Enterprises International (VEI) as a judge for their student competitions.
Alvaro earned a Bachelor of Arts from North Central College with majors in Finance and Economics, as well as a minor in Business Administration. Prior to joining Capstone, Alvaro worked as an analyst at another wealth management firm.