facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Massimo Paone, MBA, AWMA®, CAIA®

portfolio manager
value & Income creation portfolio

fact sheet (Q4 2020)


New Canaan


Massimo Paone is a Portfolio Manager & Global Private Wealth Advisor for Regal Investment Advisors – with fifteen years’ experience in the industry as an investor and portfolio manager, 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 started his career at Ernst & Young and then completed an analyst program in debt capital markets at Unicredit Markets and Investment Banking before to become a private equity investor and join 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. He is a Chartered Alternative Investment Analyst by the CAIA Association


Portfolio and Risk Management
Retirement, Estate, and Tax Planning

Providing Personalized Financial Guidance to Individuals and Families

Contact Massimo Today!