Mark Nicholas Paccione
Chief Investment Officer bei Curi Capital LLC
Aktive Positionen von Mark Nicholas Paccione
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Curi Capital LLC
Curi Capital LLC Investment ManagersFinance Curi Capital LLC is a registered investment advisor based in Raleigh, NC. Curi Capital LLC provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions, and investment guidance to high-net-worth individuals, ultra-high-net worth families, and businesses. Curi Capital is registered with the Securities and Exchange Commission (SEC). Dimitri P. Eliopoulos has been the CEO of the company since 2020. | Chief Investment Officer | - | - |
Geschäftsführer | - | - |
Karriereverlauf von Mark Nicholas Paccione
Ehemalige bekannte Positionen von Mark Nicholas Paccione
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Analyst-Equity | 01.01.2005 | 01.05.2019 |
Direktor der Forschung - Eigenkapital | 01.01.2005 | 01.05.2019 | |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 30.09.2005 | 30.09.2005 |
Electronic Trading Group LLC
Electronic Trading Group LLC Investment Banks/BrokersFinance Part of Limelight Holdings LLC, Electronic Trading Group LLC is a company that provides security brokerage services. The company is based in New York, NY. Electronic Trading Group was acquired by Lightspeed Trading LLC on August 30, 2005. | Corporate Officer/Principal | 01.10.2003 | 01.10.2003 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31.01.1999 | 31.01.1999 |
Ausbildung von Mark Nicholas Paccione
Wake Forest University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Sektoral
Finance | 6 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
Electronic Trading Group LLC
Electronic Trading Group LLC Investment Banks/BrokersFinance Part of Limelight Holdings LLC, Electronic Trading Group LLC is a company that provides security brokerage services. The company is based in New York, NY. Electronic Trading Group was acquired by Lightspeed Trading LLC on August 30, 2005. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Curi Capital LLC
Curi Capital LLC Investment ManagersFinance Curi Capital LLC is a registered investment advisor based in Raleigh, NC. Curi Capital LLC provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions, and investment guidance to high-net-worth individuals, ultra-high-net worth families, and businesses. Curi Capital is registered with the Securities and Exchange Commission (SEC). Dimitri P. Eliopoulos has been the CEO of the company since 2020. | Finance |
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