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Articles tagged "Pagnato Karp Group"


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Eric Becker: "It's the evolution from Merrill to HighTower to being their own firm and innovators. I like that evolution.
June 17, 2020 at 8:25 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

Leo Kelly: I broached the subject and said I'd really like for us to work together some day.

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

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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