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Home   >  About Us  >  Convergent Team Convergent Team Executive Management Steven D. Lockshin, CIMA® Chairman and CEO Douglas L. Wolford President & Chief Operating Officer David Elliott, CPA Chief Financial Officer and Chief Compliance Officer David R. Zier, CIMA® Executive Vice President Stephen Aucamp, JD, LLM, CFP® Executive Director Bill Bancroft, CIMA®, CPWA SM Executive Director Jeff Marshall, CFA® Director of Portfolio Management and Research Consulting Professionals WASHINGTON, DC Stephen Aucamp, JD, LLM, CFP® Executive Director Bill Bancroft, CIMA®,CPWA SM Executive Director Paul Gloth, JD Managing Director Gregory Blake Director Brian Pierson, CIMA® Director NEW YORK, NY Kenneth C. Handy, CIMA® Director LOS ANGELES, CA David Kahn Director Marc Russell, CFA Director Jonathan P. Straub, JD, CAIA Managing Director Sisi C. Tran, Esq. Director of Trust and Estate Planning Ahmos Hassan Managing Director PORTLAND, OR John Workman Chief Investment Strategist

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