Founder
Managing director
UHNW Wealth Managers
Wealth Managers
Washington, D.C.
Family offices
Investment strategy
Portfolio management
Wealth management
Business owners
Family offices
UHNW
Financial Services
Wealth Management & Private Banking
Wealth adviser
Spear’s Review
In 2020, David W. Karp’s firm PagnatoKarp was acquired by fellow investment adviser Cresset Asset Management. Cresset is the family office and private wealth management arm of Cresset Capital Management, which has more than $40 billion in assets under management.
Karp, now senior managing director at Cresset, has more than 25 years of experience providing financial investment and wealth strategies. He is the primary point of contact for family office clients, whom he advises through portfolio creation, implementation, due diligence and ongoing management.
He has previously worked at Merrill Lynch and Morgan Stanley.
Rank: Recommended
Recommended 2024, UHNW Wealth Managers