Paul A. Pagnato
Barron's and Forbes Top Ranked Advisor¹
Paul A. Pagnato is Co-Chairman Cresset, Founder PagnatoKarp, a top family office and private wealth management firm with over $9.5 billion assets under management.¹ Paul is a top advisor with more than 27 years of industry leadership, ranked #1 in Virginia on Forbes Top Wealth Advisors and #2 in Virginia on Barron’s Top 1,200 Financial Advisors lists. PagnatoKarp is Best Multi-Family Office ($2.5B to $5B AUM/AUA) by Family Wealth Report Awards and a Virginia Business Best Place to Work.¹
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.
Paul has been advising clients for more than 27 years, specializing in CEO Founders, entrepreneurs and UHNW families. Paul spent 19 years with Merrill Lynch, where he founded the Washington, D.C. Private Banking & Investment office. He began his career as a microbiologist with NASA and McDonnell Douglas working collaboratively to search for life in outer space.
PagnatoKarp helps streamline lives through high-touch sophistication, expert advice and transparency. Family Office Fusion combines portfolio, financial 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 112 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 is a Singularity University Ambassador and presented Transparency Wave® at the 2019 Exponential Finance Summit. He is 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.
Paul is author of Transparency Wave: Exponential Changes That Will Transform Our World. He is a frequent media contributor to CNBC, Bloomberg, The Wall Street Journal, Barron’s, Forbes, The 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 is Advisory Council Member for Stanford Center on Longevity and serves on the Singularity University Leadership Team. He is Venture Partner for KittyHawk Ventures, and Board Member for CFA Society of Washington DC, Institute for the Fiduciary Standard, FAU Foundation, Envel, INOVA Health Care System, 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