Matthew Wholey, CFA


Matt Wholey joined Capstone in 2013 and is a part of the institutional sales team. Based in Washington, DC, 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 to 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 B.B.A. in Finance from the University of Kentucky and is a CFA charterholder.