| Name | Title | Contact Details |
|---|---|---|
Dan Larsen |
Assistant General Counsel | Profile |
HAR-CO Maryland Federal Credit Union is a Bel Air, MD-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.
Americor provides debt solutions to thousands individuals and families all over the country. We`re a next-generation debt relief company with a proprietary platform designed to help clients get out of debt quickly. Together we`ll develop a strategy for you to enjoy a debt free lifestyle. Learn more about how Americor can help relieve the burdens of debt today.
Raymond James Financial ServicesInc is a Fountain Valley, CA-based company in the Financial Services sector.
Banking Circle US is a proprietary cloud based, scalable financial infrastructure provider building the first and only real-time clearing and settlement network globally. Our mission is to build proprietary access to all of the world`s major currencies on one platform and create a financial ecosystem that cuts out the time and cost of cross border payments, enabling a new way for financial institutions and corporates to service online merchants.