Articles tagged "David Karp"
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
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
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.