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Mark Paccione, CFP®, CFA, BFA™Director, Investment Research

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Mark joined CAPTRUST in 2005 and is currently a director of investment research, responsible for investment selection, asset allocation, research, and ongoing manager due diligence for CAPTRUST's wealth clients. Prior to joining the firm, Mark served as a registered sales assistant for Mark Stanley, Private Wealth Management, and he has worked in the industry since 1998.

EDUCATION

  • Bachelor of Science degree in mathematical economics from Wake Forest University

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER
  • Chartered Financial Analyst® (CFA)
  • Behavioral Financial Advisor (BFA)

INDUSTRY INVOLVEMENT

  • NC CFA Society
  • Financial Planning Association of the Triangle

Personal Profile

Hometown:
Summit, NJ
Favorite Book or Movie:
Goodfellas | 7 Habits of Highly Effective People
Ideal Dinner Guest:
Charlie Rose, Michael Lewis, and Malcolm Gladwell
Words to Live By:
Put First Things First.
Qualities I Admire in People:
Authenticity, integrity, and originality