MARK PACCIONE CFA, CFP®, BFA™
Chief Investment Officer/Chief Operating Officer
As Chief Investment Officer, Mark oversees Curi Capital’s Investment Committee, asset allocation framework, and investment strategies and is responsible for understanding, managing, and monitoring client portfolios.
Mark is the Past President of the CFA Society North Carolina and a member of the Business Operations Committee at William Peace University.
Prior to joining Curi Capital, he spent 14 years with CAPTRUST Financial Advisors as Senior Director of Wealth Management, playing a significant role in the firm’s growth. He started his career in wealth management at Morgan Stanley’s Ultra-High Net Worth Group. Mark earned his BS in Mathematical Economics from Wake Forest University.