Mark Nicholas Paccione
Chief Investment Officer bij Curi Capital LLC
Actieve functies van Mark Nicholas Paccione
Bedrijven | Functie | Begin | Einde |
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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 | - | - |
Operationeel Directeur | - | - |
Loopbaan van Mark Nicholas Paccione
Eerdere bekende functies van Mark Nicholas Paccione
Bedrijven | Functie | Begin | Einde |
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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 |
Directeur van Onderzoek - Eigen Vermogen | 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 |
Opleiding van Mark Nicholas Paccione
Wake Forest University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Sectoraal
Finance | 6 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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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 |