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 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 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 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.
Rob Shapiro is the Chief Executive Officer of Ropes Wealth Advisors, a registered investment adviser affiliate of the global law firm Ropes & Gray LLP. Previously, Rob was a partner in the Private Client Group of Ropes & Gray for over 30 years, focusing his law practice on estate planning, personal and charitable trusts, and philanthropic planning. He brings to the CEO position his extensive experience as a trustee and fiduciary advisor for individuals and families.
Ropes Wealth Advisors seeks to enhance the wealth and legacy of individuals, families and the institutions it serves, offering investment management and financial planning services that are customized and unbiased and seamlessly integrated with a client’s overall wealth management goals and strategies.
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.