Mark Nicholas Paccione
Director de Inversiones en Curi Capital LLC .
Relaciones activas
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| 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 años |
| 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 años |
| 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 años |
| 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 años |
| 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 años |
| 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 años |
| 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 años |
| 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 años |
| 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 años |
Gráfico relacional
Relaciones con varias empresas
Antiguas relaciones
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| 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 años |
| Joe B. Alala | M | 53 |
Wake Forest University
| 3 años |
| Erik Larsen | M | - |
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| 6 años |
| Timothy J. O'Brien | M | - |
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| 5 años |
| Paul Lejuez | M | - |
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| 5 años |
| Anthony Williams | M | 53 |
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| 4 años |
| Jason Gary Allen | M | - |
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| 6 años |
| Erik van der Sande | M | - |
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| 5 años |
| Darik C. Afshani | M | - |
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| 4 años |
| Cory Freedland | M | 48 |
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| Melissa Circelli | F | - |
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| 2 años |
| John Cancellieri | M | - |
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| 4 años |
| Matthew Anton Hultquist | M | 45 |
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| Neel Tanna | M | 45 |
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| 4 años |
| Banks Bourne | M | - |
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| Matt Cronlund | M | - |
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| Jay C. Strum | M | - |
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| 6 años |
| Brian Roberts | M | - |
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| Scott William Loyek | M | - |
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| Luke C. Iglehart | M | - |
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| Jeff Miller | M | - |
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| Challagulla Rao | M | - |
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| Jason Ryan Little | M | - |
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| David Marsh | M | - |
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| Tom Ivers | M | - |
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| 4 años |
| Johnson Rob | M | - |
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| Williams Anderson | M | - |
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| Chris Sears | M | - |
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| Kevin richardson | M | - |
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| 4 años |
| Charles Finley | M | - |
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| 2 años |
| Robert Rice | M | - |
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| Clay Hilbert | M | - |
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| Michael Niarchos | M | - |
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| Brad Davis | M | - |
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| 4 años |
| Scott Gray | M | 48 |
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| 4 años |
| Michael Emmet | M | - |
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| 4 años |
| Jeff Perry | M | - |
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| Sean R. Nowak | M | - |
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| Adam Goodman | M | - |
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| Kevin Maxwell | M | 48 |
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| 4 años |
| James Hanson | M | 52 |
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| William Hoos | M | - |
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| Easter Maynard | F | 53 |
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| Matthew Coleman | M | 47 |
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| 6 años |
| Deken Palmer | M | - |
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| 4 años |
| Matt Womble | M | - |
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| 3 años |
| 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 años |
| Eric Coldwell | M | - |
Wake Forest University
| 4 años |
| Jon P. LeCroy | M | - |
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| 4 años |
| William R. Pekowitz | M | - |
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| 4 años |
| Frank Gristina | M | - |
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| 4 años |
| John F. Tomlinson | M | - |
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| 2 años |
| John A. Cimaroli | M | - |
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| 4 años |
| Katie H. Willett | F | - |
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| 4 años |
| Gray Powell | M | - |
Wake Forest University
| 4 años |
| Laura B. Farren | F | - |
Wake Forest University
| 4 años |
| Joseph D. Jackson | M | 56 |
Wake Forest University
| 2 años |
| Mark Tisdel | M | 58 |
Wake Forest University
| 2 años |
| George B. Whitaker | M | - |
Wake Forest University
| 2 años |
| Tom LaHaise | M | 54 |
Wake Forest University
| 4 años |
| Jesse Adelaar | M | - |
Wake Forest University
| 4 años |
| Warren H. Goodrich | M | - |
Wake Forest University
| 4 años |
| Jon Edward Quigley | M | - |
Wake Forest University
| 4 años |
| Matt Stith | M | - |
Wake Forest University
| 3 años |
| Todd Goergen | M | 51 |
Wake Forest University
| 4 años |
| Jay Helvey | M | 65 |
Wake Forest University
| 20 años |
| Scott R. Kirkendall | M | - |
Wake Forest University
| 4 años |
| Richard Afable | M | 70 |
Wake Forest University
| 5 años |
| Ann Marie Longshore Beurle | F | - |
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| 4 años |
| Patrick O'Keefe | M | - |
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| 4 años |
| Michael Ashton Hudson | M | 51 |
Wake Forest University
| 4 años |
| Ned Tobey | M | - |
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| 2 años |
| Thomas Joseph Eberle | M | 57 |
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| 2 años |
| Christopher Solomon | M | - |
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| 4 años |
| Robert S. Gefaell | M | - |
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| 4 años |
| Kenneth A. Lauricella | M | 58 |
Wake Forest University
| 1 años |
| J. Christian Champ | M | - |
Wake Forest University
| 4 años |
| Erik Bissonnette | M | - |
Wake Forest University
| 4 años |
| Joseph Parkhill | M | - |
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| 4 años |
| Allison Cole | F | - |
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| 4 años |
| Jim Major | M | 52 |
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| 4 años |
| Frank Young | M | - |
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| 4 años |
| Brian Pollok | M | - |
Wake Forest University
| 6 años |
| Scott Dickinson | M | - |
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| 3 años |
| William H. Wykle | M | - |
Wake Forest University
| 4 años |
| Ogden Phipps | M | - |
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| 4 años |
| David Welch | M | - |
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| 2 años |
| Thomas L. Greer | M | - |
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| 2 años |
| Brian G. Melton | M | - |
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| 4 años |
| GREGORY DIAL | M | - |
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| 4 años |
Estadísticas
| País | Relaciones | % del total |
|---|---|---|
| Estados Unidos | 100 | 100.00% |
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