Paul A. Pagnato
Barron's and Forbes Top Ranked Advisor¹
Paul A. Pagnato is Founder PagnatoKarp and Co-Chairman Cresset, a top family office and private wealth management firm with over $12 billion assets under management.¹ Paul is a Barron's and Forbes top advisor with more than 28 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.¹
Paul is also the founder of Transparency®, a company with a Massive Transformational Purpose of positively impacting one billion lives through transparency. Reinventing investment management represents one of our greatest opportunities to improve the financial well-being of people.
Paul began his career as a microbiologist working collaboratively with NASA and McDonnell Douglas to search for life in outer space. When he joined the financial industry, he spent 19 years with Merrill Lynch where he founded the Washington, D.C. Private Banking & Investment Office before founding PagnatoKarp, a family office created squarely on the principles of innovation and transparency.
Paul is author of Transparency Wave: Exponential Changes That Will Transform Our World and is a champion of exponential technologies that are shaping the future. His biggest passion is giving back and believes Transparency® is the key, empowering organizations aimed at improving literacy, longevity, humanity and wealth.
Paul is founder of the True Fiduciary® Institute, a non-profit focused on financial education and True Fiduciary® standards. He is proud to sponsor 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 CEO Board Member for Inc. CEO Project and Venture Partner for KittyHawk Ventures. He is also Board Member for CFA Society of Washington DC, Institute for the Fiduciary Standard, FAU Foundation, Envel, INOVA Health Care System, and True Fiduciary® Institute. Paul is a graduate of Florida Atlantic University and The Executive Program at Singularity University.
READ: Paul A. Pagnato featured in the Wall Street Journal HERE