JUL 14 2010 | Douglas Wolford Appointed President of Convergent Wealth Advisors Douglas Wolford has been named Convergent Wealth Advisors' new president.

JUN 09 2010 | Lori Van Dusen Ranked in Barron’s Top 100 Women Financial Advisors Barron's named Lori Van Dusen to its annual list of America's Top 100 Women Financial Advisors.

MAY 05 2010 | Sisi Tran Joins Convergent Wealth Advisors Sisi Tran joins Convergent Wealth Advisors to lead estate planning efforts.

APR 23 2010 | Two Convergent Advisors Ranked in Top 10 Barron's has named two Convergent advisors in the Top 10 of it's annual Top 100 Financial Advisors ranking.

APR 16 2010 | Convergent Quoted in NonProfit News Article Convergent's Ron Albahary and George Dunn share their thoughts on inflation and deflation with NonProfit News.

FEB 24 2010 | Convergent Ranked by Barron's Barron’s has named three Convergent advisors to its annual state-by-state ranking of the top 1,000 financial advisors in the nation.

JAN 20 2010 | Convergent Quoted in Worth Magazine Convergent's CEO, Steve Lockshin, and Chief Investment Strategist, John Workman, are quoted in Worth Magazine's “10 Planning Ideas to Discuss with Your Financial Advisor.” 

JAN 14 2010 | Convergent and NonProfit News Host Market Outlook 2010 Webinar Convergent Wealth Advisors presents its first in a series of webinars in partnership with NonProfit News on January 20, 2010.      

NOV 20 2009 | Convergent's Rochester Office Relocates to 67 Monroe Avenue.

OCT 05 2009 | Ron Albahary Joins Convergent as CIO Convergent Wealth Advisors today announced that Ron Albahary has joined the company as its Chief Investment Officer.

SEP 17 2009 | Van Dusen Ranks Among Nation's Top Advisors Lori Van Dusen is profiled by the Rochester Business Journal.

SEP 09 2009 | David Kahn Joins Convergent Wealth Advisors David Kahn has joined Convergent as a Director in the firm's Los Angeles office. 

SEP 03 2009 | Convergent Ranks in Top 100 Steve Lockshin, George Dunn and Lori Van Dusen Ranked Among the Nation's Top 100 Independent Financial Advisors.

AUG 24 2009 | Convergent's Manhattan Office Relocates to 400 Park Avenue, 21st Floor.

JUL 23 2009 | Convergent Ranked #9 by Registered Rep Convergent ranked in Registered Rep's Top 100 RIA's as measured by assets under management.

JUL 14 2009 | Convergent Wealth Advisors Further Strengthens Its Institutional Focus Convergent Wealth Advisors announced that David Sotsky has joined Convergent as a Director in the firm's Institutional Group.

JUL 13 2009 | Convergent Builds Out Institutional Team Private Asset Management discusses Convergent's Institutional growth.

JUL 07 2009 | Convergent Ranked #15 in Top Wealth Manager Rankings Wealth Manager ranked Convergent in their 2009 rankings of the top wealth management firms in the country. 

APR 22 2009 | Steve Lockshin Recognized as Top Financial Advisor Steve Lockshin, Convergent's CEO, was ranked 19th by Barron's in its annual list of America's Top 100 Financial Advisors.

FEB 12 2009 | Convergent 10 Symposium Convergent hosts its second annual "Convergent 10 Symposium" on February 25th in Washington, DC.  This is an event limited to 10 family offices with investable assets in excess of $1 billion. Click here to view a summary of topics discussed at the Symposium.

JUL 17 2008 | Convergent Wealth Advisors Further Strengthens its West Coast Presence with the Addition of Duncan Rolph Convergent Wealth today announced that Duncan Rolph has joined its Los Angeles office.

MAY 01 2008 | Convergent Wealth Advisors Expands Washington Office Convergent Wealth Advisors today announced that Gregory Myers has joined Convergent as a Director in the firm’s Washington, DC office.

OCT 01 2007 | It Shouldn't Be Open Season on Open Architecture Steve Lockshin responds to Charlotte Beyer's comments [“Open architecture — how your clients see it,” Investment News, Sept. 10].

JUL 17 2007 | Convergent Wealth Advisors Recognized in Wealth Manager's 2007 "Top Dogs" Ranking Convergent Wealth Advisors has been recognized as the No. 8 Top Advisory Firm in Wealth Manager Magazine's 2007 "Top Dogs" Ranking.

MAR 27 2007 | City National Corp. to Acquire Lydian Wealth Management City National Corporation (NYSE: CYN) today announced that it has entered into a definitive agreement to acquire Lydian Wealth Management, a national leader in serving ultra-affluent individuals and family offices and a subsidiary of Lydian Trust Company.