Our Advisory Board

Robert Grimaldi

Strategic Advisor

Rob Grimaldi has over 20 years of experience in family office operations and leadership, institutional asset management, private equity, and venture capital, including serving as chief investment officer for a family office.  Rob is currently the chief operating officer of a family office with a long history of direct investment in entrepreneurial-led companies.
Rob is a co-founder of Ad Infinitum, a cell and tissue preservation solution, and a co-founder of diagQ, a diagnostic company changing how disease is detected and diagnosed. Additionally, Rob is currently the President of The Fallen and Wounded Soldier Fund, a Michigan non-profit that supports Michigan-based soldiers. Rob is a graduate of Wayne State University in Detroit, Michigan.

David Shane

Strategic Advisor

David Shane has over 28 years of experience in the financial industry, including overseeing entities in investment advisory, broker-dealer, alternative asset, and private equity sectors. David served as lead partner of one of the top-ranked accounting firms in the United States. Prior to this, he spent 12 years at McGladrey, where he became a partner and the Great Lakes Regional Managing Partner. His versatility extends to serving as Chief Financial Officer for a startup technology and alternative asset management company. David is a graduate of Indiana University in Bloomington, Indiana.

Mark Paccione

Strategic Advisor

Mark is the Chief Investment Officer and Chief Operating Officer at Curi Capital, an independent RIA, where he oversees the Investment Committee, asset allocation, and investment strategies as CIO, and manages operations and trading as COO. Prior to joining Curi Capital, he spent 14 years at CAPTRUST Financial Advisors, the largest independent RIA in the country, and began his investment career in 1998, including time as a market maker on the Pacific Coast Options Exchange and with Morgan Stanley’s top wealth management teams. Mark holds a Bachelor of Science degree in Mathematical Economics from Wake Forest University and has earned the CFA, CFP®, and BFA™ designations. He also serves on the Board of Trustees at William Peace University and is a former President of the CFA Society North Carolina.

Advisor 4

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Advisor 5

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Advisor 6

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