“The value I place on family in my own life has helped me to better serve my clients in meeting their financial realities and pursuing their financial goals.”
Approach
By focusing on each investor’s specific needs, Pasquale develops strategies that can help clients reach their financial goals. With over three decades of experience spanning multiple financial institutions, and a rigorously quantitative educational background, he is well suited to help manage a variety of complex investments for his clients.
Education & Credentials
- Pasquale holds a Bachelor of Science from The Polytechnic Institute of New York University and a Bachelor of Science from St. John’s University.
- FINRA Series 7 & 66
- Bilingual proficiency: Italian
Experience
- Wells Fargo Advisors (2004 – 2025) – Financial Advisor / Managing Director – Investments
- Morgan Stanley (1994 – 2004) – Senior Vice President / Branch Manager
Away From The Office
Outside of work, Pasquale finds great joy in traveling and spending quality time with his family. He and his wife, Mary, are proud parents to four children—Cristina, Patricia, Daniela, and Angelo.
Cristina is a valued partner at Capone & Partners Wealth Management. Patricia, a graduate of The Ohio State University, is now in her final year of residency in Emergency Medicine at Doctors Hospital in Columbus, Ohio. Daniela, a middle school English teacher, earned her degree from the University of California at Santa Barbara and completed her Master’s in Education at the University of San Diego. Their youngest, Angelo, is currently apprenticing and thoughtfully exploring a career in construction management.
Pasquale enjoys traveling, especially to Europe and the U.S. Virgin Islands, and takes great pride in giving back to his community. He currently serves on the Parish Council at the Parish of the Holy Cross Roman Catholic Church. A lifelong sports fan, he continues to root for the Mets, Jets, and Knicks—no matter the season.
