Paul A. Pagnato
Barron's and Forbes Top Ranked Advisor¹
Paul A. Pagnato is CEO Founder at PagnatoKarp, an independent multi-family office and wealth management firm based in Reston, Virginia, with over $4.8 billion assets under advisement¹. Paul is ranked #1 in Virginia on Forbes Top Wealth Advisors² and #2 in Virginia on Barron’s Top 1,200 Financial Advisors lists.
Paul is also founder of the TrueFiduciary® Institute, a non-profit with a Massive Transformational Purpose of positively impacting one million lives through digital education and True Fiduciary® standards of exponential transparency, targeting the well-being of students, individuals and advisors.
PagnatoKarp's Intelligent Wealth Management™ Experience helps streamline lives through high-touch sophistication, expert advice and transparency. Family Office Fusion combines portfolio, planning, tax, legal, private banking, family governance, and lifestyle services for the ultra-high-net-worth. With True Fiduciary® standards, advice is transparent, objective and puts the best interests of clients first.
PagnatoKarp has assisted more than 110 CEO Founders and entrepreneurs through pre-sale planning and liquidity events with an emphasis on cash flow strategies and protecting capital. PagnatoKarp provides access to the financial universe and unique direct private investment opportunities while controlling costs, taxes and market entry points.
Paul has been advising clients for more than 25 years, including founders, CEOs, business owners and families. Paul previously worked through HighTower Advisors and spent 19 years with Merrill Lynch, where he founded the Washington, D.C. Private Banking & Investment office. Before entering the financial services industry, he was a scientist for McDonnell Douglas.
Paul is a Singularity University Ambassador and presented Transparency Wave at the 2019 Exponential Finance Summit. He is also a sought-after speaker at Barron’s, Forbes, IMCA and FA Magazine conferences and at top universities. Paul consistently ranks on Barron's, Forbes and Washington, DC area top advisor lists and was named an Advisor Hall of Fame recipient with ThinkAdvisor Magazine. He is a frequent media contributor to CNBC, Bloomberg, Wall Street Journal, Barron’s, Forbes, New York Times, FA Magazine, The Street, U.S. News & World Report, Reuters, USA Today, Fortune, The Washington Post, Financial Planning Magazine, Yahoo! Finance, Chicago Tribune, On Wall Street, InvestmentNews, SmartCEO Magazine and others.
In the community, PagnatoKarp is proud to be partnered with Barron's, sponsoring top universities through the Barron's In Education program to help strengthen financial literacy and foster tomorrow's leaders. Sponsorships include University of Virginia, Virginia Tech, Penn State, William & Mary, George Mason, University of Georgia, University of Texas and Florida Atlantic University.
Paul serves on the Singularity University Leadership Team and the Board of Directors for Envel, The Institute for the Fiduciary Standard, CFA Society of Washington DC, FAU Foundation, INOVA Health Care System, the True Fiduciary® Institute, and Pinstriped Prospects. Locally, he is a member of the Northern Virginia Chamber of Commerce and the Association for Corporate Growth Awards.
Paul is a graduate of Florida Atlantic University and The Executive Program at Singularity University. He and his wife, Angela, reside in Vienna, Virginia.
READ: Paul A. Pagnato featured in the Wall Street Journal HERE
Disclosures: ¹As of 12/31/19. ²Barron’s ranking reflects volume of assets overseen by advisor teams, revenues generated for firms, and quality of practices. Scoring system assigns top score of 100 and rates the rest by comparing with winner. Rankings may not be representative of any one client’s experience but reflect criteria by publication issuing ranking, and not indicative of future performance. Forbes ranking, developed by Shook Research, based on overall quality of practice and algorithm of qualitative/quantitative data received in nominations from over 11,000 professionals from financial services, banks, brokerages, custodians, insurance, clearing houses and registered investment advisers. Criteria includes client retention, industry experience, compliance records, firm nominations, AUM, and revenue generated for firms. Seven years minimum advisors experience.