Mark Paccione, CFA, CFP®, BFA™, is the Chief Investment Officer and Chief Operations Officer at EQV Advisory, a firm they co-founded in July 2025. Previously, Paccione held various roles, including Chief Investment Officer and Chief Operating Officer at Curi RMB Capital, where they created and managed a comprehensive investment program. Their extensive experience also includes positions at Morgan Stanley, Merrill Lynch, and Amsterdam Options Trading, where they demonstrated expertise in trading, client management, and investment strategy. Paccione holds a Bachelor of Science in Mathematical Economics from Wake Forest University.
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