Dakota Live! Podcast

Understanding RIAs with Aldo Vultaggio, CIO

Episode 3: Aldo Vultaggio, CIO at Capstone Financial Advisors

Aldo Vultaggio, Chief Investment Officer at Capstone Financial Advisors, Inc. shares his manager research process, approach to sourcing alternative investments, current investment research focus, and more in this informative conversation on the importance of Registered Investment Advisors (RIAs) and Multi-Family Offices.

RIA firms have represented the fastest-growing category in the U.S. wealth management market for the past six years. Learn more about why you should not overlook this channel when prioritizing your business development goals, while discovering successful firms like Capstone Financial Advisors.


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Episode Guest Spotlight

Aldo Vultaggio

Capstone Financial Advisors

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®.

Visit Capstone Financial Advisors

Are you frustrated by traditional institutional investor lists?

  • Are you struggling to connect with the right allocators for your asset class?
  • Do you feel like you’re wasting your time on dead ends, and wish there was a true inside source for investment sales leads?
  • Do you find databases to be incomplete, inaccurate, and difficult to use?

Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.