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

- 4208 Six Forks Road
Suite 1700
Raleigh, NC 27609 - 919.870.6822
Mark joined CAPTRUST in 2005 and is currently a senior 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