PagnatoKarp Welcomes Stephen Berardi To Its Fiduciary Family Office™

RESTON, Va., July 10, 2017 /PRNewswire/ -- Veteran advisor Stephen Berardi has joined PagnatoKarp as a Family Wealth Advisor to ultra-high-net-worth clients in its Fiduciary Family Office™. Berardi has over 20 years' experience working directly with ultra-high-net-worth individuals on complex financial planning and strategic long-term investment guidance. He joins PagnatoKarp, an independent fee-only registered investment advisor (RIA) with over $3 billion in assets under advisement.

Berardi comes to PagnatoKarp from Abbot Downing, the multi-family office unit of Wells Fargo, where his assets under advisement reached over $500 million. At PagnatoKarp, Berardi provides independent, objective, and transparent advice with family office services that include tax, legal, investment, financial planning, private banking, family counseling, and concierge.

"Steve is a tremendous addition to our firm with his unwavering client-first commitment, openness, and integrity," said Paul Pagnato, Founder and CEO of PagnatoKarp. "Our breakthrough value proposition provides Steve with a suite of fiduciary services beyond those at a traditional firm."

Berardi brings extensive experience advising executives, wealthy individuals, and entities on investment planning and policy formation, asset allocation strategy development, portfolio performance monitoring, and client relationship management. He holds the Chartered Financial Analyst^® designation, and is a member of the CFA Institute and Washington Society of Investment Analysts.

"I don't believe there is another organization that can match all that PagnatoKarp does for its clients," says Berardi. "This is a visionary firm and I look forward to contributing to the growth of PagnatoKarp."

Berardi began his financial services career over 20 years ago, after graduating from Drexel University. His former positions include Family Investment Officer for GenSpring Family Offices and Director of Investment Advisory Services at Wealth & Tax Advisory Services, before joining Abbot Downing as Director of Asset Management.

About PagnatoKarp
Founded by Paul A. Pagnato, a Barron's Top 100 Financial Advisor and Forbes Top 30 Wealth Advisor, and David W. Karp, PagnatoKarp is an independent registered investment advisor (RIA) with over $3 billion in assets under advisement. PagnatoKarp is a Fiduciary Business™ that provides fee-only financial planning and Fiduciary Family Office™ services, including tax, legal, investment, private banking, trading, philanthropy, family governance, concierge, and travel. PagnatoKarp has built a reputation of protecting clients' capital and providing custom strategies. The transparent family wealth advisors specialize in ultra-high-net-worth individuals, families, and entrepreneurs while also serving high-net-worth investors through the True Fiduciary™ business unit. Visit www.pagnatokarp.com.

The Barron's ranking reflects the volume of assets overseen by advisor teams, revenues generated for the firms, and the quality of advisor practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Rankings may not be representative of any one client's experience but reflect the criteria used by the publication issuing the ranking, and is not indicative of future performance.

Media Contact: Jessica Cultra
PagnatoKarp
479.926.9446
[email protected]

SOURCE PagnatoKarp

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