Pagnato's two decades of experience comes first as founder of the Washington, D.C. Private Banking & Investment office at Merrill Lynch, then at HighTower Advisors and now through launching PagnatoKarp, an independent family office for ultra high net worth individuals and entrepreneurs with $2.5 billion in AUA.
Important to consistent advisor growth is firm transparency, Pagnato says. "We hold quarterly all-company meetings to discuss our accomplishments, setbacks and set goals for the new quarter." This allows the team to celebrate success, learn from failure and hold everyone accountable to company progress.
Pagnato will again address top advisor attendees with an analysis and outlook on the private wealth market December 8, 2016 at the 2016 Private Wealth DC Metro Forum at the Hyatt Regency Washington on Capitol Hill.
Founded by Paul A. Pagnato, a Barron's Top 100 Financial Advisor (2013-2016) and ranked on the America's Top Wealth Advisors of 2016 by Forbes and David W. Karp, PagnatoKarp is a transparent family wealth advisor. PagnatoKarp specializes in ultra-high-net-worth individuals, families and entrepreneurs. The firm represents $2.5 billion in assets under advisement, and its family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's endeavors while pursuing the protection and preservation of their wealth. PagnatoKarp strives to adhere to the True Fiduciary™ standard it designed to assure clients it is always seeking to act in their best interests. Learn more at www.pagnatokarp.com.
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