Company
Position
Founder
Managing director
Index
UHNW Wealth Managers
Location
Washington, D.C.
Advice type
Family offices
Investment strategy
Portfolio management
Wealth management
Client type
Business owners
Family offices
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
David W. Karp
Spear’s Review
In 2020, David W. Karp’s firm PagnatoKarp was acquired by Cresset Capital, the family office and private wealth management arm of Cresset Capital Management, which has more than $65 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. Based in Washington, DC, he is the primary point of contact for family office clients, whom he advises through portfolio creation, implementation, due diligence and ongoing management. He also provides business owners with private and direct investment diligence, negotiation and structuring.
He has previously worked at Merrill Lynch and Morgan Stanley, where he held vice-presidential roles.
Recommended 2025, UHNW Wealth Managers