| Name | Title | Contact Details |
|---|---|---|
William Kaper |
Chief Technology Officer | 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.
As a community bank, Peoples Bank & Trust is able to work with you in a way that large, regional or national banks can`t. This is true whether you`re an individual starting out on your own, a family or a business.
Citadel Federal Credit Union is a Exton, PA-based company in the Financial Services sector.
TPG Specialty Lending, Inc. (NYSE: TSLX) is a specialty finance company focused on providing flexible, fully committed financing solutions to middle market companies principally located in the US. We partner with companies across a variety of industries and excel at providing creative solutions to companies with complex business models that may have limited access to capital. The collective insights of our seasoned investment team enable us to provide a diversity of capital structure solutions tailored to the unique needs of our partners. This expertise is complemented by our connectivity with the significant investment and operating resources of the TPG platform, a leading private investment firm. We have elected to be regulated as a business development company, or a BDC, under the Investment Company Act of 1940 and the rules and regulations promulgated thereunder. TSLX is managed by TSL Advisers, LLC (the “Adviser”) an SEC-registered investment adviser. The Adviser sources and manages TSLX`s portfolio through a team of investment professionals with significant expertise in middle market lending.
Motley Fool Ventures is an early stage, technology focused venture capital fund, powered by The Motley Fool’s brand, investing approach and communities.