Massimo Paone, AWMA

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

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Executive Vice President and Financial Advisor