Mark Paccione
Chief Investment Officer | Chief Operations Officer at EQV Advisory
- Role
- Chief Investment Officer Chief Operations Officer at Eqv Advisory
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Mark Paccione
Founded EQV Advisory with partners Rob Ragsdale and Larry Moye in 2025. My primary focus is making sure our clients have the best investment solutions to meet their needs and making sure the company is operating flawlessly to deliver the best experience to our clients. Previously, I served as the Chief Investment Officer and Chief Operating Officer for Curi Capital from June 2019 thru December 2023. Prior to joining Curi I was the Senior Director, Investment Research at CAPTRUST Financial Advisors responsible for providing complex investment solutions and portfolio management to CAPTRUST wealth clients. Additional responsibilities include serving on the Investment Committee that oversees all discretionary strategies. My time in the investment industry began in 1998 and includes several years making markets on the Pacific Coast Options Exchange and several years with one of Morgan Stanley\'s top advisory team. I received a Bachelor of Science degree in mathematical economics from Wake Forest University and hold the Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®) designations. Most recently, I earned the Behavioral Financial Advisor designation (BFA™).
Experience
Chief Investment Officer Chief Operations Officer
Sep 2025 — Present · Raleigh, NC, US
Chief Investment Officer - 1. Lead the firm’s investment strategy, aligning asset allocation with client goals and long-term market outlooks. Focus processes and personnel on sourcing the best investment opportunities for EQV clients. Integrate investment innovation with operational efficiency. Chief Operating Officer - 1. Direct all operational functions, including organizational design, process optimization, and performance management to support scalable growth. Implement the firm’s strategic roadmap through data-driven systems, technology adoption, and accountability frameworks. Partner with Founders to translate vision into action, embedding a culture of clarity, alignment, and continuous improvement across teams.
Education
Wake Forest University
Bachelor of Science, Mathematical Economics
1993 — 1997
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