Details About the Webinar

Wed, Oct 27, 2021 · 1:30 PM Eastern Time (US & Canada) (GMT -4:00)
Cost: Free
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About the Speakers

1629907042-cbb90ce09d39cbac Paul Pagnato
Founder, Transparency Invest™
Paul is the founder of Transparency Invest™, a company with a mission to accelerate the world’s adoption of transparency. Reinventing investment management represents one of our greatest opportunities to improve the financial well-being of people.

Paul A. Pagnato is also Founder PagnatoKarp and Co-Chairman Cresset, a top multi-family office and private wealth management firm with over $14.8 billion assets under management.¹ Paul is a Barron’s and Forbes top advisor with more than 28 years of industry leadership, ranked #1 in Virginia on Forbes Top Wealth Advisors and #2 in Virginia on Barron’s Top 1,200 Financial Advisors lists.¹ Paul has been featured in The Wall Street Journal, Barron’s, Forbes, CNBC, Fox Business, Bloomberg, Reuters, and CNN, and is an international speaker through Singularity University.

1629908797-f5fff85e494d4c0b Liz Weikes
Managing Director at The Weikes Group, J.P. Morgan Wealth Management
As principal of The Weikes Group, Liz draws on her blended capabilities to offer high- level executional services for hedge funds, family offices and institutions, as well as comprehensive investment strategies and active portfolio management for high-net- worth individuals, business owners and corporate executives.

With more than fifteen years of experience handling complex transactions, Liz has earned a reputation for executional excellence. She is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy. Her deep industry knowledge and ability to respond to evolving market conditions help her to build financial strategies that seek appropriate returns.

1634778475-f263a7ccfc9afdab Joe Piombino
Manager of Financial Education
Joe has been with Dow Jones for over 25 years leading teams and overseeing programs that provide Dow Jones News services to a variety of financial professionals, institutions, and academia. Over the past few years, Joe has been with the Barron’s in Education team working with deans and donors that wish to partner with Barron’s to help promote financial proficiency at colleges and universities across the country.