Paul A. Pagnato is Co-Chairman and Chief Visionary Officer at Cresset and Founder at PagnatoKarp, a top multi-family office and private wealth management firm, with over $9 billion assets under management. Paul is a Barron’s and Forbes 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. Paul has been featured in The Wall Street Journal, Barron’s, Forbes, CNBC, Fox Business, Bloomberg, Reuters, and CNN, and is an international speaker through Singularity University.
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 transparency.
Paul is author of Transparency Wave and a champion of exponential technologies that are shaping the future. His biggest passion is giving back and believes transparency is the key. Paul empowers organizations aimed at improving literacy, longevity, humanity and wealth, both locally and worldwide, and founded the TrueFiduciary® Institute to positively impact our next-generation through financial education.
In the community, Paul is Advisory Council Member for Stanford Center on Longevity and Board Member for CFA Society of Washington DC, KittyHawk Ventures, Institute for the Fiduciary Standard, FAU Foundation, Envel, INOVA Health Care System, True Fiduciary® Institute, and Pinstriped Prospects. Paul is a graduate of Florida Atlantic University and The Executive Program at Singularity University.