We believe that while private markets may not be for everyone, they are essential for families who want to build wealth across generations. In this blog, Jon Autry, CAIA, shares the core tenets for how we build our private portfolios at EQV.

EQV Advisory’s Chief Investment Officer Mark Paccione, CFA, CFP®, BFA, facilitated the conversation with Brad Briner at an event hosted by the CAIA Chapter of the Carolinas and CFA Society North Carolina.

CityWire highlights EQV Advisory’s founder-led, employee-owned approach and its founding principles.

In an interview, Jon Autry, Director of Private Investments, shares insights into EQV Advisory’s private markets investment pipeline.

Chief Wealth Strategist, Larry Moye, JD, has been honored as one of Business North Carolina’s 2026 Legal Elite, recognizing him as one of the top lawyers in the state.

We believe great investing isn’t about chasing fads or outperforming an index. It’s about structuring your financial life so you can live freely and confidently. In this blog, Mark Paccione, CFA, CFP®, BFA, shares the tenets that guide every portfolio we build and every conversation we have with clients.

Welcome to EQV Advisory. I’m Rob Ragsdale, CFP®, AIF®, CIMA®, and I’m proud to introduce you to our new website and the official public launch of our firm.

New firm formed by veteran partners brings together wealth management, investment, and legal backgrounds to offer holistic investment management, wealth planning, and high-touch client service.