Paul A. Pagnato

Founder and CEO

Paul A. Pagnato is founder and CEO at PagnatoKarp, an independent multi-family office and wealth management firm based in Reston, Virginia, with over $3.8 billion¹ assets under advisement. Paul is ranked #16 on Barron’s Top 100 Independent Financial Advisors and #2 in Virginia on Forbes Best-In-State Wealth Advisors and serves on the PagnatoKarp Investment Committee.

Paul is also founder of TrueFiduciary®, 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 manages the complex needs of wealthy families through investment, planning, tax, legal, private banking, family governance, travel and concierge services. By fusing global financial access, with personalized services and innovative technology, PagnatoKarp goes beyond wealth management to help streamline lives. Following strict True Fiduciary® standards, advice is transparent, objective and puts the interests of clients first.

PagnatoKarp has assisted more than 70 individuals 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 high-net-worth families and business owners for more than 25 years. 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 consults around the nation with advisors on effective asset management strategies and is a sought-after speaker at Barron’s, Forbes, IMCA and FA Magazine conferences, Institute for the Fiduciary Standard and at top universities. Paul consistently ranks on Barron’s, Forbes, Financial Times 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 helping to strengthen financial literacy and foster tomorrow’s leaders. Sponsorships include University of Virginia, Virginia Tech, Penn State, William & Mary, George Mason and Florida Atlantic University.

Paul serves on the Board of Directors for The Institute for the Fiduciary Standard, INOVA Health Care System in Fairfax, Virginia, SocialMatters.ai and Pinstriped Prospects. Paul is active with Homes of Hope and has helped build two homes for families in need in the Dominican Republic. 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.

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Disclosures: ¹As of 9/30/18. 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.