Mark Paccione
Chief Investment Officer | Chief Operating Officer
Role
Integrator. Mark overseas Investments & Operations and insures all parts of the business are working together.
Education
Wake Forest University, BS in Mathematical Economics
Professional Designations
CFA, CFP®, BFA
Experience
Curi RMB Capital - Chief Investment Strategist (January 2024-May 2024)
Curi Capital - Chief Investment Officer | Chief Operating Officer (June 2019-December 2023)
CAPTRUST - Senior Director, Investment Research (Jan 2019-May 2019)
CAPTRUST - Director, Investment Research (Jan 2012-Dec 2018)
CAPTRUST - Senior Manager, Investment Research (Oct 2009-Jan 2012)
CAPTRUST - Senior Manager, Portfolio Analyst & Head Trader (Jan 2008-Sept 2009)
CAPTRUST - Senior Client Management Consultant (Oct 2005-Dec 2007)
Morgan Stanley - Registered Sales Assistant (Feb 2004-Sept 2005)
Electronic Trading Group - Equity Trader (Oct 2002-Oct 2003)
Equity Options Market Maker - Amsterdam Options Trading (Feb 2009-April 2002)
Community Involvement
Treasurer, Virginia Beach Friends School (December 2023-Present)
Member Board of Trustees, William Peace University (Sept 2022-Present)
Past President, CFA Society NC Former President, High Noon Toastmasters
Fun Fact
Mark hiked the Camino Frances in 2024 walking 550 miles from Saint-Jean-Pied-de-Port, France to Finisterre, Spain.
