John Pagano
Assistant Vice President & Financial Advisor
John Pagano is a Vice President and Financial Advisor with Seventy2 Capital. He specializes in portfolio construction with an emphasis on goals-based planning and investing and has been named as Five Star Wealth Manager in 2015, 2019, 2021, and 2023.
John joined the Seventy2 Capital Team as an Assistant Vice President after five years as a financial advisor with Morgan Stanley. He brings valuable experience from having served clients from the start of his career as a Client Associate with A.G. Edwards, a predecessor firm of Wells Fargo Advisors, then transitioning to Wells Fargo Advisors as a financial consultant following the merger of the two firms.
John is a graduate of the Perley Isaac Reed School of Journalism at West Virginia University (WVU) and has a Bachelor of Science in Advertising. John is a passionate WVU sports fan. He is the father of two children who occupy a lot of his time, but also enjoys golf, motorsports, playing guitar, and listening to music in his free time.
Location: Bethesda
The Five Star Wealth Manager award was issued on January 1, 2023 by Five Star Professional (FSP) for the time period April 18, 2022 through October 21, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered nvestment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or ending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2126 Baltimore-area wealth managers were considered for the award; 256 (12 percent of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on October 17, 2021 by Five Star Professional (FSP) for the time period January 4, 2021 through July 23, 2021. 2091 Washington D.C.-area wealth managers were considered for the award; 121 (6% of candidates) were named Five Star Wealth Managers.
Award issued on October 1, 2019 by Five Star Professional (FSP) for the time period December 31, 2018 through August 9, 2019. 1956 Washington D.C.area wealth managers were considered for the award; 122 (6% of candidates) were named Five Star Wealth Managers.
Award issued on September 1, 2015 by Five Star Professional (FSP) for the time period February 14, 2015 through August 10, 2015. 1837 Washington D.C.area wealth managers were considered for the award; 227 (12% of candidates) were named Five Star Wealth Managers.