| Name | Title | Contact Details |
|---|---|---|
Seanna Casteel |
Assistant Vice President Compliance Counsel | Profile |
Chelsea Binder |
Vice President of Compliance | Profile |
InvestX delivers access, liquidity, and innovation to the private equity asset class through investments in Pre-IPO Giants on a state-of-the-art trading platform, InvestX GEM.
American International Group, Inc is one of the leading providers in Financial Services. It is based in Lyons, KS. To find more information about American International Group, Inc, please visit www.aigcorporate.com
Consolidated Planning, Inc. is a Charlotte, NC-based company in the Financial Services sector.
American Indian Art and Gift SHP is a Eureka, CA-based company in the Financial Services sector.
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.