RESTON, Va., April 10, 2015 /PRNewswire/ -- Paul Pagnato, founder of HighTower's Pagnato Karp, participated as a thought leader and industry expert at the Barron's Top Independent Advisors Summit March 23-25 in Phoenix. One of Barron's "Top 100 Financial Advisors in America," Mr. Pagnato appeared for the seventh time as a featured Barron's speaker.
The Top Independent Advisors Summit gathered 400 elite industry performers, who led three days of sessions on a variety of subjects relevant to independent advisors. Topics ranged from practice management and marketing, human capital and creating business scale to asset allocation and portfolio construction, to leadership and professional development.
"It was an honor to be invited to speak at the Barron's Top 100 Independent Advisors Summit, which was an invaluable opportunity to mentor fellow advisors and share pertinent concepts that help to further client education, cultivate innovation and enhance industry transparency," said Mr. Pagnato.
Mr. Pagnato co-led a Barron's breakout session where he shared insights on "Innovating your Brand and Marketing Your Mission." The session featured discussion around public relations, social and digital media, unique processes, client education and enhancing your brand through various channels.
A premier family office for America's most successful individuals and families, Pagnato Karp oversees more than $2 billion in client assets. The firm has a primary focus on serving founders of privately held businesses, with an emphasis on pre-sale planning, having assisted more than 70 individuals through their liquidity events. As fiduciaries providing independent and transparent investment advice for more than 20 years, Pagnato Karp emphasizes controlling costs, taxes and market entry points for its clients while also offering proprietary solutions, custom indexes and unique direct private investment opportunities.
For media inquiries, please contact Nelly Adamietz, JCPR, at 646-922-7766 or [email protected].
About HighTower
HighTower is an industry leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors and comprehensive support for independent advisors sets us apart. See www.hightoweradvisors.com.
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