Mark Paccione, CFA, CFP®, BFA
Chief Investment Officer, Chief Operating Officer
ROLE
Oversees the firm’s investment strategy and operations to ensure our portfolio decisions and business execution align with client objectives and long-term growth.
PROFESSIONAL DESIGNATIONS
CFA, CFP®, BFA
EDUCATION
Wake Forest University, BS
Mathematical Economics
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 1999-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.
