PagnatoKarp Wealth Management Series · 2019-05-14 · AV Preeminent® is the highest of the...

pagnatokarp.com | 703.468.2700 | 11951 Freedom Drive, Suite 1260, Reston, Virginia 20190

PagnatoKarp Partners, LLC is a registered investment adviser with the SEC.

PagnatoKarp Wealth Management Series

DATE TOPICS SPEAKERS TIME

7/1/19 Financial Planning Amanda R. Plonski, CFP® 4:30p – 6:15p

7/8/19 Portfolio Construction Stephen H. Berardi, CFA® 4:30p – 6:15p

7/9/19 Transparency Wave

Future of Wealth Management Paul A. Pagnato, CEO Founder 4:30p – 6:15p

7/16/19 Estate Planning

Family Office Wayne M. Zell, J.D. 4:30p – 6:15p

SUGGESTED READING

• Exponential Organizations by Salim Ismail

• Blue Print to a Billion by David Thompson

Attendees Will Learn:

• How to Create a Personal Financial Plan

• Financial Well-Being & Longevity

• Constructing a Portfolio

• What is a TrueFiduciary®?

• Transparency Wave

• Exponential Technologies

• Future of Wealth Management

• What is a Family Office?

• Estate Planning Essentials

• Protecting Your Assets

11951 Freedom Drive Suite 1260, Reston VA 20190 | 703.468.2700 | pagnatokarp.com


Paul A. Pagnato CEO Founder PagnatoKarp Paul A. Pagnato is CEO Founder at PagnatoKarp, an independent

wealth management firm and multi-family office based in

Reston, VA, with over $3.9 billion¹ assets under advisement. Paul

is ranked #2 in Virginia on Barron’s Top 1,200 Financial Advisors

and #2 in N. Virginia on Forbes Best-In-State Wealth Advisors

lists². Paul serves on the PagnatoKarp Investment Committee.

PagnatoKarp’s Wealth Management Experience helps streamline lives through high-touch sophistication, expert

advice and transparency. Family Office Fusion combines investment, planning, tax, legal, private banking, family

coaching and lifestyle services for the ultra-high-net-worth. With True Fiduciary® standards, advice is transparent,

objective and puts the best interests of clients first.

Paul has been advising clients for more than 25 years including founders, CEOs, business owners and families. Paul

previously worked through HighTower Advisors and spent 19 years with Merrill Lynch, where he founded the

Washington, D.C. Private Banking & Investment office. Before entering the financial services industry, he was a

scientist for McDonnell Douglas.

Paul is also founder of the TrueFiduciary® Institute, a non-profit with a Massive Transformational Purpose of

positively impacting one million lives through digital education and True Fiduciary® standards of exponential

transparency, targeting the well-being of students, individuals and advisors.

In the community, PagnatoKarp is proud to be partnered with Barron’s, sponsoring top universities through the

Barron’s In Education program helping to strengthen financial literacy and foster tomorrow’s leaders. Sponsorships

include University of Virginia, Virginia Tech, Penn State, William & Mary, George Mason, University of Georgia and

Florida Atlantic University.

Paul serves on the Board of Directors for the TrueFiduciary® Institute, The Institute for the Fiduciary Standard,

INOVA Health Care System in Fairfax, VA and Pinstriped Prospects. Paul is active with Homes of Hope and has helped

build two homes for families in need in the Dominican Republic. Locally, he is a member of the Northern Virginia

Chamber of Commerce and the Association for Corporate Growth Awards.

Paul is a graduate of Florida Atlantic University and The Executive Program at Singularity University. He and his wife,

Angela, reside in Vienna, Virginia.

Disclosures: ¹As of 3/31/19. ² https://www.pagnatokarp.com/disclosures/



Amanda R. Plonski, CFP®, CPWA® Director, Financial Planning PagnatoKarp Amanda Plonski is the Director of Financial Planning for PagnatoKarp’s Family Office where she advises multi-generational families on holistic wealth management. She and her team develop comprehensive, custom financial plans using TrueFiduciary™ standards and sophisticated strategies to help

meet your unique goals and objectives. By integrating digital tools and planning expertise into the client experience, you receive cohesive, data-driven advice for your total financial well-being. Areas of focus include pre-transaction planning, estate and tax planning, cash flow analysis, risk management, wealth transfer and charitable planning. The Financial Planning Experience is designed to empower you with clarity, confidence, and peace of mind.

Amanda is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® (CPWA®) certificant. This knowledge places her at the forefront of advanced strategies for addressing the needs of high-net-worth individuals and families. She is also a member of the Investments and Wealth Institute, and the Financial Planning Association.

With over a decade of financial advisory experience, Amanda has previously worked at Equity Planning, Inc. and 1st Mariner Bancorp where she helped clients make informed investment decisions to pursue their financial goals.

In the community, Amanda has several philanthropic endeavors, with a focus on helping women and children. Through the TrueFiduciary® Institute, she is developing a curriculum designed to strengthen financial literacy at the university level. Her goal is to inspire young women to pursue the financial planning profession.

Amanda holds an MBA with a Finance concentration from Loyola University Maryland, and a BA in Business Administration/Marketing concentration from Towson University’s Honors College. Amanda, her husband, and two children make their home in Northern Virginia.



Stephen H. Berardi, CFA® Family Wealth Advisor & Portfolio Manager PagnatoKarp Stephen Berardi is Managing Director, Family Wealth Advisor &

Portfolio Manager at PagnatoKarp advising Family Office clients on

complex financial planning and investment strategies. Steve has over

20 years of experience working directly with ultra-high-net-worth

individuals and is responsible for client portfolio creation, implementation, due diligence and ongoing strategic

management. He has held national positions on committees ranging from portfolio construction to client

experience and is Chair of the PagnatoKarp Investment Committee.

Prior to joining PagnatoKarp, Steve was Director of Asset Management for Abbot Downing, the multi-family

office of Wells Fargo, where he provided ultra-high-net-worth clients with strategic long-term investment

guidance. He also held past positions as Family Investment Officer for GenSpring Family Offices and Director of

Investment Advisory Services at Wealth & Tax Advisory Services. Steve’s extensive experience includes

advising executives, wealthy individuals, and entities on overall investment planning, with responsibilities for

investment policy formation, asset allocation strategy development, investment manager selection, portfolio

performance monitoring, and client relationship management.

In the community, Steve is passionate about coaching, educating, and inspiring our nation’s youth. In addition

to coaching lacrosse and soccer, he is active with The First Tee of Greater Washington, DC, whose mission is to

shape the lives of young people by reinforcing the values of integrity, respect and perseverance through the

game of golf. Steve is also working to establish a youth financial literacy school program to educate children

about finances. An avid supporter of the Alzheimer’s Association, Steve is involved in activities that support its

research and funding.

Steve is a holder of the right to use the Chartered Financial Analyst® designation and is a member of both the

CFA Institute and Washington Society of Investment Analysts. He graduated from Drexel University with a BS

in Finance and Marketing. Steve, his wife, and three children make their home in Northern Virginia.



Wayne M. Zell, J.D. Chief Legal Officer PagnatoKarp Wayne M. Zell is Chief Legal Officer at PagnatoKarp, responsible for estate, tax and business succession planning for family office clients, and serves as in-house General Counsel for compliance and legal matters affecting the firm. Wayne delivers robust family office services designed to have a positive impact on the total financial

well-being of clients. Combining personalized services with innovative technology and True Fiduciary® transparency, Wayne helps streamline the lives of families.

Wayne’s extensive background as an attorney, CPA and entrepreneur provide him a wealth of insight into estate, tax and business planning operations and challenges. He brings more than 33 years as a practicing tax and corporate lawyer, accountant and business advisor counseling clients on estate, tax and business planning, business succession planning, mergers and acquisitions, and executive compensation in myriad industries including technology, government contracting, real estate, retailing and hospitality. Wayne routinely advises clients in structuring and preparing basic and complex estate planning and business planning documents.

Prior to joining PagnatoKarp, Wayne spent almost 8 years as a shareholder with Odin, Feldman & Pittleman, P.C and remains Of Counsel for select legacy clients. Wayne owned and operated Zell Law from 2004 to 2010 and reinstated the firm in 2018 to work with PagnatoKarp clients and selected other high net worth clients.

Wayne has an AV Preeminent® rating, the highest given by Martindale-Hubbell® Peer Review Ratings™, for his legal ability and general ethical standards. He was selected for inclusion in The Best Lawyers in America© for Tax Law from 2013 to 2018, and was recognized on the “Legal Elite” list in Virginia Business Magazine in 2018.¹ A frequent lecturer, podcast host and media contributor on tax, business and estate planning topics, Wayne hosted the popular educational radio talk show ‘Blueprint for Wealth’ from 2007 to 2013 and is a regular guest columnist and blogger for the Washington Business Journal.

In the community, Wayne is actively involved in charitable activities, currently serving as a member of the Board of Directors of Northern Virginia Family Service and on the Cornerstone Board of the McIntire School of Commerce at the University of Virginia.

Wayne holds a B.S. from the University of Virginia and his Juris Doctor degree from William & Mary Law School. He resides in Reston with his wife, Lorri, and their four children.

¹Award Disclosures: Martindale-Hubbell’s AV Preeminent® Rating: Martindale-Hubble® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary.

Martindale-Hubbell® Peer Review Ratings™ fall into two categories – legal ability and general ethical standards. AV Preeminent® is the highest of the Martindale-Hubbell Peer Review Ratings™. This rating signifies that a

large number of the lawyer’s peers rank him or her at the highest level of professional excellent for their legal knowledge, communication skills and ethical standards. Best Lawyers® recognition is based entirely on peer review.

The methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area. Best

Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. https://www.bestlawyers.com/ The Virginia

Business Legal Elite list is compiled from nominations and votes submitted by the members of the Virginia Bar Association and Virginia State Bar. It has been published annually since 2000 by the

magazine. http://www.virginiabusiness.com/reports/article/changing-rules.

https://www.martindale.com/ratings-and-reviews/

https://www.bestlawyers.com/

http://www.virginiabusiness.com/reports/article/changing-rules

PagnatoKarp Wealth Management Series · 2019-05-14 · AV Preeminent® is the highest of the...

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