Company

Cresset Capital

Position

Founder

Managing director

Index

UHNW Wealth Managers

Wealth Managers

Location

Washington, D.C.

Advice type

Family offices

Investment strategy

Portfolio management

Wealth management

Client Types

Business owners

Family offices

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

David W. Karp

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

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