| Name | Title | Contact Details |
|---|---|---|
Sarah Crabtree |
Associate General Counsel | Profile |
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.
Digital Asset Research (DAR) provides crypto asset research, clean pricing, and market data to institutional clients. In partnership with FTSE Russell, we provide prices for select assets under Benchmark Regulation and maintain a series of indicative digital asset market indexes. We get to clean pricing and volume data that is unbiased and impartial by applying rigorous, transparent, and objective vetting processes to digital asset markets and removing data that is erroneous or has indications of manipulation. Our unique approach to delivering high-quality data is shaped by our team`s backgrounds in data science, crypto tech, legal/regtech, and traditional financial markets. Products: - Clean Prices for over 500 crypto assets based on a rigorous Exchange Vetting process - Reference Data and relevant metadata for those assets - Events Calendar of forks, airdrops, new offerings, launches, and other key activity - Taxonomy of Supersector, Sector, and Sub-Sector for digital assets based on use, technology, and other criteria - Blockchain data, metrics, and statistics - Crypto asset market research
Headquartered in Folsom, CA, Sierra Pacific Mortgage provides quality mortgage lending services throughout the US. Incorporated in 1986, we are a privately held company and have originated and purchased billions in residential loans. Our high company production levels and sophisticated capital markets access allows us to deliver competitively priced products to brokers, retail originators and consumers. Steering the company`s vision and success since 1986, President, Jim Coffrini, has led the company and our growing team of dedicated mortgage professionals into one of the most profitable mortgage banking firms in the industry. Goal-oriented and committed to the future of Sierra Pacific, Mr. Coffrini has built the Company upon the foundation of quality lending practices, unparalleled service, integrity and industry knowledge.
Cecil County School EFCU is a Elkton, MD-based company in the Financial Services sector.