Mr. Paone is an Executive Vice President and Financial Advisor at Altrius Capital Management. He is responsible for providing financial planning advice to the firm’s clients. Prior to joining Altrius, Mr. Paone spent five years at Bank of America Merrill Lynch advising high net worth and ultra high net worth clients providing asset and liability management, financial and estate planning; he is an Accredited Wealth Management Advisor by the College for Financial Planning. Mr. Paone began his career at Ernst & Young and then completed an analyst program in debt capital markets at Unicredit Markets and Investment Banking before becoming a private equity investor and joining a Family office of the Saudi Royal family as Vice President of the Arabian Gulf Fund. Mr. Paone speaks fluent English, Italian, Spanish and Portuguese; holds a BS in Economics from Bocconi University in Milan, Italy and an MBA in finance from Duke University, The Fuqua School of Business.

Address: 4819 Emperor Blvd., Suite 400 Durham, NC 27703
Phone: 919-746-7977

Mr. Smith is a Portfolio Manager at Altrius Capital Management. At Altrius, Mr. Smith is a member of the Investment Committee and is responsible for conducting fundamental research, security analysis, and portfolio monitoring. Prior to joining Altrius in 2011, Mr. Smith received a Bachelor of Science in Business Administration with a concentration in finance from American University, and earned a Master of Science in Political Theory from the London School of Economics and Political Science.

Address: 51 JFK Parkway, First Floor West Short Hills, NJ 07078
Phone: 201-399-0580
E-mail: zsmith@altrius-capital.com (link sends e-mail)

Mr. Rolf is an Executive Vice President and Financial Advisor at Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice to the firm’s high net worth clients, and a member of the Investment Committee. Prior to joining Altrius, Mr. Rolf was a Vice President at Lenox Advisors for three years where he was a member of the firm’s Investment Committee, and advised clients on asset allocation, investment strategies and financial planning. Mr. Rolf spent five years at Morgan Stanley in their Private Wealth Management group. He also worked for Congressman Dave Camp in Washington D.C. Mr. Rolf graduated from the University of Michigan where he was a four-year letter winner and Captain on the Varsity Tennis Team. He received his MBA in Finance from Indiana University and is a CFA charter holder.

Address: 4819 Emperor Blvd., Suite 400 Durham, NC 27703
Phone: 919-746-7977
E-mail: crolf@altrius-capital.com (link sends e-mail)

Mr. Russo founded Altrius Capital Management in 1997 and serves as Chief Investment Strategist and Portfolio Manager for the firm's income based investment strategies. Prior to launching Altrius, Mr. Russo served as a Naval Aviator in the United States Marine Corps. Mr. Russo received a Bachelor of Science in Economics from the United States Naval Academy, was captain of the Academy’s boxing team and named a two-time NCBA All-American.

Address: 51 JFK Parkway, First Floor West Short Hills, NJ 07078
Phone: 201-399-0580
E-mail: jrusso@altrius-capital.com (link sends e-mail)