Mark Nicholas Paccione
Chief Investment Officer at Curi Capital LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Dimitri P. Eliopoulos | M | - |
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. | 4 years |
| Martin Brackett | M | - |
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. | 12 years |
| Joshua T. Hill | M | - |
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. | 7 years |
| Ellen Ruth Shaer | F | - |
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. | 11 years |
| Brett Dublick | M | - |
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. | 5 years |
| Kevin Thomas Fieldman | M | - |
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. | 9 years |
| Brent Joel Hartman | M | - |
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. | 12 years |
| David A Hood | M | - |
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. | 15 years |
| Sam Kirby | M | - |
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. | 13 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Eric James Freedman | M | - |
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. | - |
| Joel Mattix | M | - |
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. | 6 years |
| Joe B. Alala | M | 53 |
Wake Forest University
| 3 years |
| Erik Larsen | M | - |
Wake Forest University
| 6 years |
| Timothy J. O'Brien | M | - |
Wake Forest University
| 5 years |
| Paul Lejuez | M | - |
Wake Forest University
| 5 years |
| Anthony Williams | M | 53 |
Wake Forest University
| 4 years |
| Jason Gary Allen | M | - |
Wake Forest University
| 6 years |
| Erik van der Sande | M | - |
Wake Forest University
| 5 years |
| Darik C. Afshani | M | - |
Wake Forest University
| 4 years |
| Cory Freedland | M | 48 |
Wake Forest University
| 5 years |
| Melissa Circelli | F | - |
Wake Forest University
| 2 years |
| John Cancellieri | M | - |
Wake Forest University
| 4 years |
| Matthew Anton Hultquist | M | 45 |
Wake Forest University
| 4 years |
| Neel Tanna | M | 45 |
Wake Forest University
| 4 years |
| Banks Bourne | M | - |
Wake Forest University
| 2 years |
| Matt Cronlund | M | - |
Wake Forest University
| 4 years |
| Jay C. Strum | M | - |
Wake Forest University
| 6 years |
| Brian Roberts | M | - |
Wake Forest University
| 4 years |
| Scott William Loyek | M | - |
Wake Forest University
| 4 years |
| Luke C. Iglehart | M | - |
Wake Forest University
| 4 years |
| Jeff Miller | M | - |
Wake Forest University
| 4 years |
| Challagulla Rao | M | - |
Wake Forest University
| 2 years |
| Jason Ryan Little | M | - |
Wake Forest University
| 4 years |
| David Marsh | M | - |
Wake Forest University
| 2 years |
| Tom Ivers | M | - |
Wake Forest University
| 4 years |
| Johnson Rob | M | - |
Wake Forest University
| 4 years |
| Williams Anderson | M | - |
Wake Forest University
| 4 years |
| Chris Sears | M | - |
Wake Forest University
| 4 years |
| Kevin richardson | M | - |
Wake Forest University
| 4 years |
| Charles Finley | M | - |
Wake Forest University
| 2 years |
| Robert Rice | M | - |
Wake Forest University
| 4 years |
| Clay Hilbert | M | - |
Wake Forest University
| 4 years |
| Michael Niarchos | M | - |
Wake Forest University
| 4 years |
| Brad Davis | M | - |
Wake Forest University
| 4 years |
| Scott Gray | M | 48 |
Wake Forest University
| 4 years |
| Michael Emmet | M | - |
Wake Forest University
| 4 years |
| Jeff Perry | M | - |
Wake Forest University
| 4 years |
| Sean R. Nowak | M | - |
Wake Forest University
| 3 years |
| Adam Goodman | M | - |
Wake Forest University
| 4 years |
| Kevin Maxwell | M | 48 |
Wake Forest University
| 4 years |
| James Hanson | M | 52 |
Wake Forest University
| 4 years |
| William Hoos | M | - |
Wake Forest University
| 4 years |
| Easter Maynard | F | 53 |
Wake Forest University
| 4 years |
| Matthew Coleman | M | 47 |
Wake Forest University
| 6 years |
| Deken Palmer | M | - |
Wake Forest University
| 4 years |
| Matt Womble | M | - |
Wake Forest University
| 3 years |
| Patricia Picquet | F | - |
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. | 4 years |
| Eric Coldwell | M | - |
Wake Forest University
| 4 years |
| Jon P. LeCroy | M | - |
Wake Forest University
| 4 years |
| William R. Pekowitz | M | - |
Wake Forest University
| 4 years |
| Frank Gristina | M | - |
Wake Forest University
| 4 years |
| John F. Tomlinson | M | - |
Wake Forest University
| 2 years |
| John A. Cimaroli | M | - |
Wake Forest University
| 4 years |
| Katie H. Willett | F | - |
Wake Forest University
| 4 years |
| Gray Powell | M | - |
Wake Forest University
| 4 years |
| Laura B. Farren | F | - |
Wake Forest University
| 4 years |
| Joseph D. Jackson | M | 56 |
Wake Forest University
| 2 years |
| Mark Tisdel | M | 58 |
Wake Forest University
| 2 years |
| George B. Whitaker | M | - |
Wake Forest University
| 2 years |
| Tom LaHaise | M | 54 |
Wake Forest University
| 4 years |
| Jesse Adelaar | M | - |
Wake Forest University
| 4 years |
| Warren H. Goodrich | M | - |
Wake Forest University
| 4 years |
| Jon Edward Quigley | M | - |
Wake Forest University
| 4 years |
| Matt Stith | M | - |
Wake Forest University
| 3 years |
| Todd Goergen | M | 51 |
Wake Forest University
| 4 years |
| Jay Helvey | M | 65 |
Wake Forest University
| 20 years |
| Scott R. Kirkendall | M | - |
Wake Forest University
| 4 years |
| Richard Afable | M | 70 |
Wake Forest University
| 5 years |
| Ann Marie Longshore Beurle | F | - |
Wake Forest University
| 4 years |
| Patrick O'Keefe | M | - |
Wake Forest University
| 4 years |
| Michael Ashton Hudson | M | 51 |
Wake Forest University
| 4 years |
| Ned Tobey | M | - |
Wake Forest University
| 2 years |
| Thomas Joseph Eberle | M | 57 |
Wake Forest University
| 2 years |
| Christopher Solomon | M | - |
Wake Forest University
| 4 years |
| Robert S. Gefaell | M | - |
Wake Forest University
| 4 years |
| Kenneth A. Lauricella | M | 58 |
Wake Forest University
| 1 years |
| J. Christian Champ | M | - |
Wake Forest University
| 4 years |
| Erik Bissonnette | M | - |
Wake Forest University
| 4 years |
| Joseph Parkhill | M | - |
Wake Forest University
| 4 years |
| Allison Cole | F | - |
Wake Forest University
| 4 years |
| Jim Major | M | 52 |
Wake Forest University
| 4 years |
| Frank Young | M | - |
Wake Forest University
| 4 years |
| Brian Pollok | M | - |
Wake Forest University
| 6 years |
| Scott Dickinson | M | - |
Wake Forest University
| 3 years |
| William H. Wykle | M | - |
Wake Forest University
| 4 years |
| Ogden Phipps | M | - |
Wake Forest University
| 4 years |
| David Welch | M | - |
Wake Forest University
| 2 years |
| Thomas L. Greer | M | - |
Wake Forest University
| 2 years |
| Brian G. Melton | M | - |
Wake Forest University
| 4 years |
| GREGORY DIAL | M | - |
Wake Forest University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Mark Nicholas Paccione
- Personal Network
