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Articles tagged "Pagnato Karp"


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Steve Braverman, co-CEO of Pathstone, downplayed any perception of Convergent advisors as damaged goods.

City National sells off salvaged remains of Convergent Wealth Advisors, but not before Convergent sheds nearly $7 billion of AUM

After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp; cuts a deal with four younger advisors to start segmented division

September 13, 2016 at 5:26 PM

Paul Pagnato: Elliot and Michael did the right thing.

After chats with Phyllis Borzi, a flagship HighTower team executes a 'deliberate' breakaway to form a $2.5-billion RIA

Citing post-DOL-rule concerns about serving their super-rich clientle and hungering for more alternative alternatives, Paul Pagnato and David Karp have ankled the captive brokerage world but are keeping ties to the Chicago roll-up

June 1, 2016 at 9:00 PM

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