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Regal Financial Group

New York


Massimo Paone, MBA, AWMA®

portfolio manager
value & Income creation portfolio

fact sheet (Q3 2020)

Location

New York City

lICENSES

Series 7
Series 66

BIO/BACKGROUND

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. 

SPECIALTIES

Portfolio and Risk Management
Retirement, Estate, and Tax Planning


Providing Personalized Financial Guidance to Individuals and Families


Contact Massimo Today!