PagnatoKarp welcomes Bob Ciullo to the firm as Managing Director of the Advisor Group, with a primary responsibility for business expansion and growth. Bob is a well-known and respected leader in the financial industry with more than 30 years serving investors and advisors, most recently at Charles Schwab. He will join PagnatoKarp, an independent wealth advisory firm and Barron's Top Advisor with $3.5 billion in assets under advisement.
Bob specializes in helping advisors grow organically through referrals, community involvement, and social media, and inorganically through mergers and acquisitions. Bob consults with buyers and sellers in preparing their firms, overcoming obstacles, and sharpening their approach to the strategic benefits of M&A.
"Bob has an incredible ability to connect with advisors in positive, motivational ways that deliver results," says Paul. A. Pagnato, Founder and CEO at PagnatoKarp. "With fiduciary services beyond those at a traditional firm, Bob will be instrumental in demonstrating our unique value to advisors and clients."
Ciullo spent 12 years at Schwab Advisor Services accelerating top-line growth and market penetration for hundreds of advisors in the DC Metro region. He was a top-performing leader, helping advisors grow their business, expand their offering, and adapt to competitive changes. He also held leadership positions at UBS Wealth Management, consulting with over 600 financial advisors to deliver holistic client solutions, as well as Wachovia, Lincoln Financial, and AXA Equitable.
"I am passionate about serving others with transparency and without conflicts of interest. PagnatoKarp's story and their creation of True Fiducary™ Standards is a compelling one, and I am exuberant to join a trailblazer in the profession," says Ciullo. "Having worked with independent advisors for years, I believe the future of wealth management hinges on safety and clarity, and there is no better place than PagnatoKarp to model that standard."
Bob is a graduate of Rutgers University and received his MBA through the Hugh McColl School of Business at Queens College. He holds the CPWA, ChFC and CLU professional designations and is an active member of the local Financial Planning Association.
PagnatoKarp is an independent wealth advisory firm based in Reston, VA, with $3.5 billion assets under advisement, and founded by Paul A. Pagnato, Barron's Top 20 Independent Wealth Advisor and Forbes Top 30 Wealth Advisor, and David W. Karp. PagnatoKarp aims to provide clarity and peace of mind for ultra and high-net-worth clients by turning complex issues into sophisticated solutions. We offer digitally integrated, in-house services for investment, planning, tax, legal, private banking, family governance, and concierge. With True Fiduciary™ Standards, clients receive transparent advice focused on safety of assets, simplicity, and cost. Visit www.pagnatokarp.com or 703-468-2700.