Experienced Insurance Professional with a demonstrated history of working with Startups and Small to Midsize businesses. A trusted advisor that strives to educate and protect his clients in this constantly evolving insurance landscape. 

Certified Insurance Counselor 
Member of ProVisors NYC Two
Former President of Greenwich Village Chelsea Chamber of Commerce

Natale Scopelliti

Paceline Wealth Management, LLC

I specialize in helping tech leaders to monetize stock-based compensation (stock options, restricted stock, and RSUs), manage their investments, and by delivering financial planning.

As the Founder of Paceline Wealth Management, I am closely familiar with the challenges and reward of working at a startup. I have close ties to the technology community in Boston, and as a result I understand the needs and concerns of clients who work at venture capital and private equity funded startups, as well as public companies.

Prior to starting Paceline, I managed multi-billion dollar portfolios for institutions, including mutual funds and insurance companies. In this capacity, I was responsible for generating investment ideas, meeting C-level executives to conduct due diligence, and performing financial analysis.

Paceline is a Registered Investment Advisor firm (RIA), and is required to place clients’ interests ahead of its own. Our commitment to clients is further demonstrated through a transparent fee schedule, and by accepting compensation only for financial advice and only from clients (we do not accept commissions for the sale of investment or insurance products).

Ready to talk? You can schedule a 15 minute intro call by accessing my calendar, message me on LinkedIn, or email me at jbohne@pacelinewealth.com.

Paceline Wealth Management, LLC is a Registered Investment Advisor located in the Commonwealth of Massachusetts. Please view our important disclosures at: www.pacelinewealth.com/disclosures

Financial Advisor | Founder

Brookfield Asset Management

High Yield analyst originally covering Energy, Gaming, and Chemicals.  Metals & Mining coverage was added to responsibilities in late 2015.

- Generated ideas and investment recommendations on current and prospective holdings for primary and secondary market opportunities, and performed extensive credit reviews and presented findings to team. 

- Built financial models to forecast cash flows and evaluate the potential impact of downside scenarios on credit metrics, and read indentures and credit agreements to analyze covenants and capital structure.

- Performed recovery analysis to evaluate downside risk across all points of the capital structure, and to identify where the greatest return opportunities exist relative to the level of risk assumed.

- Evaluated risks to debt issuers stemming from customer concentration and the rejection of contracts with major customers involved in ongoing bankruptcy proceedings.

Vice President, Global Corporate Credit

Sun Life Investment Management

Generalist on a total return corporate bond fund with $3B in AUM and a 10-year track record of outperformance 

- Performed fundamental analysis, built financial models, and provided investment recommendations based upon total return opportunity, relative value analysis, identifiable catalysts, and company and sector outlook. 

- Read indentures and credit agreements to analyze covenants, embedded options, and capital structure.

- Attended investor roadshows and conferences, and conducted meetings with C-level management teams. 

Responsibilities expanded beyond original role to include part of the Portfolio Management and Trading functions 

- Responsible for managing holdings within covered sectors, idea generation, and managing relationships with sales coverage to enhance presence with the sell-side, and gain access to roadshows and management meetings. 

- Developed a documented investment process to rate the attractiveness and purpose that each position serves in the portfolio, and consolidated the number of owned credits by 33% on a stable level of AUM.

Credit Analyst

Pioneer Investments

Generalist Credit Analyst on an $850M High Yield bond fund ranked #1 in its asset class in 2010

- Provided investment recommendations on 17 credits directly to the portfolio manager, which resulted in sales of existing holdings and purchases of new holdings in excess of $30M.

- Interviewed management teams, conducted site visits, attended investor road shows and calls, and interacted directly with institutional sales and investment banking professionals to perform due diligence.

- Analyzed financial statements and built cash flow models to project financials and evaluate credit quality.

Intern

The Boston Consulting Group

Strategy Consultant focused on Insurance client cases based in the U.S., Europe, and Asia

- Performed industry benchmarking and market sizing using multiple sources of information to recommend changes in client business strategy, and to evaluate the efficacy of client business plans.

- Analyzed financial statements to identify firm-specific drivers of operating efficiency and profitability. 

- Contributed to meetings with Partners from the Insurance Practice to evaluate industry and client trends, and to brainstorm on how to overcome clients’ operational and competitive challenges.

Analyst, Insurance Practice

Travelers

Pricing Analyst – Completed an actuarial training program covering insurance pricing and financial analysis  

Market Analyst – Promoted to manage a portfolio of insurance risks and develop strategy for profitable growth 

- Developed quantitative models to aggregate data from multiple sources, perform risk selection based upon expected profitability, and project the financial impact from the implementation of pricing changes.

Market Analyst

Helping people turn stock options into a windfall without complicating their life

Ask for a free Second Opinion on your investments, and learn about common questions we help clients answer below.

Ready to talk? You can schedule a 15 minute intro call by accessing my calendar, message me on LinkedIn, or email me at jbohne@pacelinewealth.com.

Investments
- "Have my financial resources outgrown what I can do on my own?"
- "Is my portfolio well diversified, and am I well prepared for the next recession?"
- "Does the investment strategy implemented by my current advisor make sense?"

Stock-based compensation
- "If my company does well, will I do well?"
- "How do I achieve investment value, while avoiding unintended tax consequences?"
- "My company was acquired, what do I do with this windfall?"

Job change
- "How do I evaluate the stock component of a new job offer?"
- "How do I negotiate a job offer, without tipping off my current employer?"
- "What do I need to do before I leave my job, and after I join my next?"

Retirement
- "What do I need to do to retire at age X, or at what age can I retire with this lifestyle?"
- "What is the effect of adjusting my retirement age by X years?"


Paceline Wealth Management, LLC is a Registered Investment Advisor located in the Commonwealth of Massachusetts. Please view our important disclosures at: www.pacelinewealth.com/disclosures

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Natale Scopelliti

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