MBA, AWMA®, CAIA®
GLobal Private Wealth Advisor1
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. Mr. 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. 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 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; 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
Portfolio and Risk Management
Retirement, Estate, and Tax Planning
Providing Personalized Financial Guidance in New Canaan, CT
Located along Connecticut's Gold Coast, our team is ready to turn your financial goals into practical guidance. At Regal, we take a client-first approach to our financial services, including retirement, estate planning and investment allocation strategies.
283 Main St | New Canaan, CT 06840
Questions? Contact Massimo Today!
1Investment advisory services offered by Massimo Paone through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training.