Paul A. Pagnato is founder and CEO at PagnatoKarp, transparent family wealth advisors with over $3.8 billion assets under advisement1. A top ranked financial advisor by Barron’s and Forbes2, Paul has been advising high-net-worth families for more than 25 years. He is a frequent media contributor to CNBC, WSJ and
Bloomberg and a sought-after speaker at advisor conferences and top business schools.
PagnatoKarp manages the complex needs of wealthy families through investment, planning, tax, legal, estate, private banking, family governance and concierge. By fusing global financial access with personalized services and innovative technology, PagnatoKarp goes beyond wealth management to help streamline lives.
Paul and his team previously worked through HighTower Advisors and Paul spent 19 years with Merrill Lynch, where he founded the Washington, D.C. Private Banking & Investment office. He is a graduate of Florida Atlantic University and The Executive Program at Singularity University and serves on the Board of The Institute for the Fiduciary Standard.
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.
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.