Iulie 23, 2020
Paul Pagnato migrated from a career as a scientist looking for
life in outer space to one of the top financial advisors in the
U.S. with a keen eye for tracking innovation, exponential change,
and other emerging global issues. He is also the author of the
recent book, The Transparency Wave, which highlights the essential
role that transparency plays in future innovation and
entrepreneurial success.
Paul A. Pagnato is Co-Chairman Cresset, Founder PagnatoKarp, a
top family office and private wealth management firm with over $9.5
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.
In this OODAcast we tapped into Paul’s extensive background to
seek insights relevant to decision-makers building high growth
companies. We also dive into his newest book, The Transparency
Wave, where he examines how in a time of exponential growth across
multiple sectors, those who fear transparency are doomed to remain
in the past. Paul provides example after example of how exponential
growth is here now and how transparency provides significant
advantage to any organization in this new domain.
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