| Name | Title | Contact Details |
|---|---|---|
robert morandi |
Divisional VP of Sales Nationwide | Profile |
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.
Colchis Capital Management is an investment management firm that specializes in real estate bridge loans, single family rentals, specialty finance, and venture capital.
Car Refinance Loan is a Chicago, IL-based company in the Financial Services sector.
Advent Capital Management is one of the leading providers in Financial Services. It is based in Portland, OR. To find more information about Advent Capital Management, please visit www.adventcap.com