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Convergent Wealth Advisors Further Strengthens Its Institutional Focus
JUL 14 2009WASHINGTON, DC and LOS ANGELES, CA – Convergent Wealth Advisors, a subsidiary of City “I am excited about the opportunity to assist Convergent in servicing and growing its institutional client base,” said David Sotsky. “Convergent’s Institutional Group has proven its commitment to servicing the not-for-profit community, and I am privileged to join a firm with such a talented and highly regarded group of individuals.” “We are pleased to have David join our team in Washington, DC,” said George Dunn, Managing Director in Convergent’s Institutional Group. “This is a critical time for the institutions, non-profits, and foundations that serve our society. We are confident that David will play an important role in helping lead our efforts in this marketplace.” Mr. Sotsky is actively involved in charitable organizations and is a former recipient of the President’s Volunteer Service Award. He is a member of the Board of Advisors for the National Foundation for Cancer Research. He has also served on the Board of Advisors for the Johns Hopkins University Graduate Division of Business where he sponsored a program to help foundations and non-profit organizations maintain productivity, transparency, and accountability within an increasingly regulatory environment. Mr. Sotsky has also worked to develop collaborative relationships and support the strategic growth of the Hispanic Heritage Foundation and the DC Urban Debate League which fosters education for students. About Convergent Wealth Advisors About City National Media Contact: « Back to List |
