Vice President

Matt Wholey joined Capstone in 2013 and is a part of the institutional sales team.  Matt covers multi-strategy hedge funds, mutual funds and private equity firms for Capstone.  Matt works closely with the research team to deliver actionable investment ideas for his clients.  Since joining Capstone, Matt has successfully advised clients on a wide range of situations in which policy and regulation have played a critical role in the investment thesis.  Matt received a BBA in Finance from the University of Kentucky and is a 2017 Level II Candidate in the CFA Program.  He lives in Washington, DC.

Download vCard

- Capstone LLC -

Washington DC

-Capstone Research Limited-