| Name | Title | Contact Details |
|---|---|---|
Leigh Steffek |
VP Digital Transformation | Profile |
Carl Iss |
SVP, Technology and Cybersecurity Risk | Profile |
Bryan CISM |
Director of Information | Profile |
Nicholas Vozzella |
Head of Security Technology | 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.
The Investment Center, Inc. is an independent broker-dealer founded in 1986, with the purpose of providing back-office support services, investment tools, technology and a broad selection of non-proprietary products to a national network of over 300 independent financial advisors in offices across the nation. Headquartered in Bedminster, New Jersey, The Investment Center, Inc. is registered to conduct securities business in all 50 States, and is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).
Introducing the world`s first gift card of stock. You pick the stock and dollar amount (say, $50 of Apple) and pay with a credit card. They get fractional shares of real stock. Or, start your own collection of favorite stocks! Stockpile Investments is the world`s first brokerage platform that makes it easy and affordable for anyone to give, get, and own stock in any dollar amount. Companies of all kinds – financial institutions, loyalty companies, employee benefits companies, retailers, and fintech providers – can leverage our platform to offer Stockpile services and drive customer acquisition, engagement, and revenue.
Adams Funds is composed of two of the country’s oldest closed-end equity funds - Adams Diversified Equity Fund, Inc. (NYSE:ADX) and Adams Natural Resources Fund, Inc. (NYSE:PEO). As closed-end funds, shares of each Fund’s common stock are listed and trade on the New York Stock Exchange. For over 85 years, both Funds have been internally managed and have generated capital growth and income through portfolio performance, dividends, and distributions. The Funds are managed by an experienced team employing a disciplined approach to identify investment opportunities and carefully manage risk. Our Funds have paid dividends for over 80 years and are committed to an annual distribution rate of at least 6%.
Corporate One Federal Credit Union is a Columbus, OH-based company in the Financial Services sector.