All three leading trade publications – Investment Advisor, RIABiz and InvestmentNews – have named Ric Edelman one of the most influential people in the financial planning and investment management profession.
For 20 years, I have been on a mission to define what’s next in wealth management with a band of fellow entrepreneurs, software developers, researchers, agile contributors, and makers.All of our work was to bring simplicity, understanding, and ultimately peace of mind to the end investors serviced by our community.Today I am connecting capital, intellectual and economic, with the entrepreneurial pioneers committed to leveraging technology in defining what’s next in their markets.
PRIOR ROLES THAT PROVIDE CONTEXT
Co-founded four different companies in the wealth management and technology industry with aggregate values in the $100 millions.
Served roles as CEO, President, CTO, COO, and all others.
Built the first and only High Net Worth focused asset management platform.
Delivered solutions to over 100 of the best independent wealth management companies in the industry.
Constructed investment performance systems that reported on over $80 billion in assets.
Certified in investment performance measurement (CIPM)
Have backed over 200 Kickstarter projects; from Pebble to Potato Salad
Published article on equity crowdfunding.
Helped fund a film for a friend not interested in the Hollywood version of his vision
Wrote and recorded a duet with my daughter
On a continuous quest to rewire myself:
Jim & Kaley Warner
Majored in Computer Science at Virginia Tech
Minoring today in small batch bourbons and single malt scotch
Rewired a financial thriller with my father
Log enough hours in each installment of Call of Duty to Prestige at least twice.Platinum on Overwatch.
Paul A. Pagnato is Founder PagnatoKarp, Co-Chairman Cresset, a top family office and private wealth management firm with over $10.2 billion assets under management. Paul is a top advisor with more than 27 years of industry leadership.
Paul A. Pagnato is CEO & Founder of PagnatoKarp, Co-Chairman Cresset, a top family office and private wealth management firm with over $10.2 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.
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.
After 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, the premier coaching and training company exclusively serving the financial services industry. Ray’s expertise is recognized and sought out by leaders within the profession.
After 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, the premier coaching and training company exclusively serving the financial services industry. Ray’s passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise and its unique coaching programs and team of credentialed coaches that help advisors and companies find the next level of professional excellence and financial success with greater focus and ease.
Ray’s experience as a seasoned specialist in coaching and training in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company’s top sales professionals and executive leaders. His knowledge of how to create and execute on highly successful sales plans and build long lasting client connections was later utilized as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that proved invaluable to advisors in creating improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice that led to his recognition as a Professional Certified Coach (PCC) from the International Coach Federation, the leading independent professional association for coaches. As a complement to his coaching skills, he also holds a Master’s Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.
Ray’s expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, LPL, Raymond James Financial, Ameriprise, and Northwestern Mutual. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents’ Conference, Northwestern Mutual Forum, Northwestern Mutual Annual Meeting, Barron’s Winner’s Circle Summit, and Barron’s Top Advisory Teams Summit. He has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few. Ray’s book, “You’ve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships,” was published by Wiley in 2015. Ray holds a BA from Baylor University. He lives in Flower Mound, Texas with his wife and true life partner, Beth, and their two sons who continually inspire his work and his passion for excellence.