ALDO S. VULTAGGIO, MBA, CFA®, CAIA®, AIF®, CPA
Chief Investment Officer | Partner
Aldo Vultaggio is Chief Investment Officer at Capstone Financial Advisors. In his role, he helps advisors and their clients solve problems and give direction related to their portfolios and long-term investment plans. It’s an opportunity he genuinely enjoys - helping investors grow their wealth and navigate challenging market conditions with well-designed, diversified, and customized investment portfolios along with timely and frequent communications.
Aldo has earned many accreditations and certifications, demonstrating his experience and skill guiding advisors and their clients to investments and portfolios best suited to their specific goals and needs. He is a holder of the right to use the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst (CAIA®) designations. He is also an Accredited Investment Fiduciary® (AIF) designee and a Certified Public Accountant (CPA). He is a member of the CFA Institute, CFA Society Chicago, CFA Society New York, and the CAIA Association®.
“I am always staying current and knowledgeable about capital markets, the economy, new investments, and the evolving investment landscape to provide the best guidance to our advisors and their clients.””
Invested in your future
Aldo understands that not all clients ‘speak investments,’ as he describes it. He works closely with clients – of all backgrounds and experiences – to fully understand and appreciate their unique situation and current investment portfolio. This, he firmly believes, is how he can provide consulting advice that is best for them.
“Every recommendation I make and discussion I have is personalized to a client’s situation, goals, and investment knowledge. It is not effective to have a one-size-fits-all approach.” ”
Building community
Originally from New York, Aldo is a somewhat recent transplant to Chicago, where he now lives with his wife and two sons. He has made the area his home by becoming involved in the community, notably his local church, and by volunteering at several events organized by his alma mater’s Villanova University Club of Chicago.
In addition to his many professional certifications, Aldo earned a Master of Business Administration in Finance and Accounting from Baruch College – Zicklin School of Business. He also holds a Bachelor of Science in Computer Engineering from Villanova University.
Aldo's Perspectives
President Donald Trump has promised significant shifts with proposals such as corporate tax cuts, government spending cuts, and changes to trade and immigration policy. We assess the potential market and economic impacts of the new administration’s ambitious economic agenda.
Stock and bond markets overall delivered positive returns in 2024, with U.S. stocks once again leading the way, as markets navigated shifting central bank policies and an evolving political landscape. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2025 market outlook.
Profit units offer a powerful way to benefit from a company's success. Understanding this unique incentive is crucial if you’re a high-net-worth investor looking to generate wealth.
If you’re looking to retire early, you’ll want to plan for healthcare coverage. Medicare doesn’t start until you’re 65, but you have other options to review.
Senior Wealth Advisor Brian Niksa, CFP® authored the article, “Account Titling: An Often-Overlooked Detail” published by Forbes.
Health care costs are rising. The closer you get to retirement, the more important these costs become. Here we cover some basics behind health care costs and strategies to proactively plan for them.
Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
The outcome of the U.S. elections could influence policy changes in areas such as taxes, trade, and regulation. In our latest investment perspective, we examine the potential market implications and what investors should keep in mind as election day approaches.
Global stocks advanced in the third quarter, while bonds rallied on falling interest. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our year-end market outlook.
Crain's recognizes the Best Places to Work in Chicago that, according to their employees, go above and beyond in putting a focus on quality workplace culture.
If you’re a parent, financially, one of the best actions you can take is to teach your children about finances. It’s not as hard as you may think. Here are some concrete ways to proceed.
Emotional intelligence plays a huge role in wealth management. Understanding your risk tolerance and factoring it into your decisions is vital for success.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways Pre-Retirees Can Prepare For Uncertain Social Security Changes” published by Forbes.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Tips For Establishing Multiple Revenue Streams In Retirement” published by Forbes.
The Fed will likely continue its wait-and-see approach until it observes consistent signs of cooling inflation. In our latest investment perspective, we discuss whether the economy will eventually enter a recession if interest rates remain unchanged for longer.
Stock market gains continued, and bond market returns inched higher in the second quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “15 Strategies For Building Tax-Free Retirement Income” published by Forbes.
It’s important that high-net-worth individuals, families and businesses proactively plan for the estate and gift tax sunset coming in 2025. There are strategies we’ll consider to protect your wealth.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Key Factors For Leaders Considering A Matching 401(k) Benefit” published by Forbes.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Key Considerations For Business Leaders Seeking Capital” published by Forbes.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “18 Strategies For Investors To Minimize Tax Liabilities” published by Forbes.
Capstone was recently named as one of the 2024 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.
The commercial real estate market has undergone a significant downturn and sentiment towards it is extremely negative. In our latest investment perspective, we discuss the current state of the real estate asset class and what may lie ahead for it.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “12 Negative Impacts of Inaccurate Credit Reports” published by Forbes.
Stock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.
Residential real estate rentals can be a great investment provided you understand all the tax implications.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financing Options For Small Business Owners To Consider This Year” published by Forbes.
Knowing if you’re a high-net-worth client helps guide your wealth management decisions because high-net-worth clients face complex challenges that are unique to their situation.
The U.S. presidential election will no doubt capture the headlines in 2024 and create uncertainty. We discuss how investors should approach investing in an election year.