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.