Paul Pagnato


FinTech Expert, Entrepreneur, Author and Speaker


Paul A. Pagnato is CEO Founder at PagnatoKarp, an independent multi-family office and wealth management firm based in Reston, Virginia, with over $4.8 billion assets under advisement.

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 is the best selling 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.

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.

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