Meet The Founding Members of DACFP

Ric Edelman

FOUNDER
Edelman Financial Engines

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.

MEET RIC
Jamie McIntyre

Jamie McIntyre

FOUNDER & CEO
Rewire Capital

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.

MEET JAMIE
Paul Pagnato

Paul Pagnato

FOUNDER & CEO
PagnatoKarp

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.

MEET PAUL
Rap Sclafani

Ray Sclafani

FOUNDER & CEO
ClientWise

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.

MEET RAY