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.
Information
- Show
- PublishedNovember 16, 2022 at 6:00 PM UTC
- Length45 min
- Season1
- Episode3
- RatingClean