Articles tagged "Pagnato Karp Group"
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PagnatoKarp learns going it alone has its limits, jumps into the arms of another serial buyer, Cresset, after declaring its independence from HighTower only four years ago
Cresset makes largest acquisition yet with $2.5 billion PagnatoKarp, lifting its assets to $9.5 billion, nearly triple just two years ago.
June 17, 2020 at 8:25 PM
$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
This RIA recruited the Morgan Stanley manager who almost recruited him ...
... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor
February 28, 2013 at 3:50 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.
