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Articles tagged "Paul Pagnato"


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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

Paul Pagnato: They love to block off a day, off-site, out of their business, out of their home, no distractions.

$2-billion HighTower practice hosts UHNW event relating to financial -- and personal -- security

When to tell kids how rich they are and how to unmask sketchy construction workers are two topics covered

April 11, 2013 at 4:36 PM

Fred St. Laurent: Sometimes it's complicated to move the other team at the same time.

Breaking away from Merrill with $1 billion of assets, a HighTower RIA returns to scoop up $200 million more

The advisors were on separate teams so Pagnato-Karp Group tested the waters then gave the all-clear signal to Charles Holt

March 27, 2012 at 4:07 AM

Many of Paul Pagnato and David Karp's clientele have security concerns so they keep a low profile - including no photos.

Fearless Merrill Lynch team breaks away with $1 billion in broad daylight

Paul Pagnato and David Karp started their day in Washington DC and ended up in Reston, Va.

August 2, 2011 at 5:58 AM

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