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The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

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Building a fiduciary culture of honesty, integrity, and expertise.

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You are here: Home / Chairman’s Council

Chairman’s Council

The Chairman’s Council is comprised of leading independent advisory firms. The firms manage or advise on $27.9 billion in client assets. The Council formed to advise on and advocate for the Institute’s Best Practices.

“The authors of the Investment Advisers Act of 1940 stressed holding advisers to principles that set the highest standard. The Institute’s Best Practices have been crafted in this spirit. They offer investors guidance in identifying advisors who follow these time-honored principles. The Institute is grateful for Council members’ leadership and, like those who crafted the Advisers Act, their dedication to the ideals of disinterested advice,” notes Michael Zeuner, Institute Founder & Board Member.


Cheryl Holland
Cheryl R. Holland, CFP
President and Founder
Abacus Planning Group

Cheryl R. Holland, CFP ® is President and Founder of Abacus Planning Group, Inc., a financial advisory and investment counsel firm. Ms. Holland is a member of the Bryn Mawr College Board of Trustees, the American Bible Society Board of Trustees and the Clemson University Foundation.

Abacus Planning Group is a holistic wealth management firm managing over $950 million on behalf of its 190 clients. Abacus consists of a team of multi-disciplinary experts, including Certified Financial Planners, attorneys, CPAs, and Chartered Financial Analysts, who work collaboratively to serve its clients in making smart financial decisions. Abacus is the recipient of the Charles Schwab Pacesetter IMPACT Award® for Innovation and Accelerated Growth.


Paul A. Pagnato
CEO Founder
Pagnato-Karp

Paul A. Pagnato is CEO Founder at PagnatoKarp, an independent wealth management firm and multi-family office with over $4.5 billion assets under advisement. Mr. Pagnato is ranked #2 in Virginia on Barron’s Top 1,200 Financial Advisors and #1 in Virginia on Forbes Top Wealth Advisors lists. A frequent media contributor to CNBC, The Wall Street Journal, Fox Business, Bloomberg, Reuters, CNN and The Street, Paul is a leading champion of the Transparency Wave™ affecting our world today.

PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, wealth creators and ultra-high-net-worth families. A fusion of services include portfolio, planning, tax, legal, private banking, family governance, and lifestyle. With True Fiduciary® standards, advice is transparent, objective and puts the best interests of clients first.

Mr. Pagnato and his team previously worked through HighTower Advisors and Paul spent 19 years with Merrill Lynch, where he founded the Washington, D.C. Private Banking & Investment Office. Paul also founded the TrueFiduciary® Institute, a non-profit striving to positively impact one million lives through transparency and financial education. He is a graduate of Florida Atlantic University and The Executive Program at Singularity University.


Donald Rembert
Donald Rembert, CFP®, AIF®
Principal
Rembert, Pendleton, Jackson

Donald Mosby Rembert, CFP®, AIF®, is a 1961 Honors Economics graduate of Western Maryland College. He started his practice in 1974 and transformed the firm to “fee-only.” Their guide to practicing high fiduciary standards is The Uniform Prudent Investor’s Act. Don is an outspoken advocate who has written articles that reflect critical fiduciary issues.

Rembert, Pendleton, Jackson offers a wide range of financial planning and investment advisory services to individual and institutional investors. Their business is built on fostering a meaningful, long-term relationship with clients. Based in Virginia, the firm serves clients in over 35 states. The firm’s founding principal has been serving individual clients since 1974 and non-profit organizations since 1994.


Michael Zeuner
Michael Zeuner
Managing Partner
WE Family Offices

Michael Zeuner serves as one of three managing partners of WE Family Offices and is a co-founder and board member of the Institute for the Fiduciary Standard. Prior to WE Michael was a senior executive at both GenSpring Family Offices and JPMorgan Private Bank. Michael earned a B.A. from Brandeis University and an M.B.A. from the University of Chicago.

WE Family Offices is an independent, family-focused wealth management firm. The firm addresses the challenges that deeply impact wealth so that families are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is an independent advisory firm and has no hidden sales agendas or conflicts of interest. As a result, the firm’s advisors offer their clients independent advice and serve as their advocate for the long-term.

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

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