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Who We Are
Who We Are
CAPTRUST is an employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, North Carolina, with offices located across the U.S.
Our People
Corporate Heritage
What We Do
What We Do
CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals.
Wealth Management
- Individual Investors and Families
  Wealth planning, risk management, and investment services.
- Executives and Business Owners
  Corporate benefits planning, risk management, and investment services.
- Professional Athletes
  Cash management, risk management, and post-career financial planning for the unique needs of professional athletes.
- Retirement Plan Participants
  Wealth management services for participants in CAPTRUST-advised retirement plans.
Institutional Consulting
- Retirement Plans
  Investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.
- Endowments and Foundations
  Investment, fiduciary and risk management services for endowments and foundations.
- Religious Services
  As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.
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- Wealth Management
- Institutional Consulting

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 Morgan 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