We strive to get to know you personally to help you make smarter financial decisions. Massimo Paone is a Global Private Wealth Advisor for Regal Investment Advisors, with fifteen years’ experience in the industry as an investor and portfolio manager. Paone [SB1] 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 through the College for Financial Planning. Paone started 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. Paone speaks fluent English, Italian, Spanish and Portuguese; he holds a BS in Economics from Bocconi University in Milan, Italy and an MBA in finance from Duke University, The Fuqua School of Business. He is a Chartered Alternative Investment Analyst by the CAIA Association
