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MARK PACCIONE CFA, CFP®, BFA™

Chief Investment Officer/Chief Operating Officer


984-202-2810

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As Chief Investment Officer, Mark oversees Curi Capital’s investment strategies. Mark is responsible for understanding, managing, and monitoring client portfolios. As the Chief Operating Officer, Mark oversees the day-to-day administrative and operational functions of Curi Capital.

He serves as the President of the North Carolina CFA Society, the Treasurer of High Noon Toastmasters, and as a board member of the Academy of Finance at Sanderson High School in Raleigh, NC.

Prior to joining Curi Capital, 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, working with an elite Barron’s Top 50 Advisory Team. Mark earned a BS in Mathematical Economics from Wake Forest University.