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Home   >  About Us  >  Convergent Team Convergent Team Executive Management Steven D. Lockshin, CIMA® Chairman and CEO David Elliott, CPA Chief Financial Officer and Chief Compliance Officer Lawrence K. Miles, CIMA® Chief Operating Officer David R. Zier, CIMA® Executive Vice President George A. Dunn, CIMA® Executive Director Lori Van Dusen, CIMA® Executive Director Consulting Professionals WASHINGTON, DC Stephen Aucamp, JD, LLM, CFP® Executive Director Bill Bancroft, CIMA® Executive Director George A. Dunn, CIMA® Executive Director Peter F. Dunne, CIMA® Managing Director Paul Gloth, JD Director David Sotsky Director Bruce R. Wall, AIF® Director Andrew Woolridge, CIMA® Director J. Gabriel Decker, CFP®, CIMA® Associate Director Kenneth C. Handy, CIMA® Associate Director Jarrett Solomon, CIMA® Associate Director LOS ANGELES, CA Duncan Rolph Managing Director David Kahn Director Marc Russell, CFA Director PHILADELPHIA, PA Dan Geary, JD Managing Director ROCHESTER, NY Lori Van Dusen, CIMA® Executive Director David Mattia, CIMA® Managing Director Richard H. Van Kuren Jr., CFA Director SEATTLE, WA Brian Vowinkel Managing Director Brian Pierson, CIMA® Director Investment Strategy Group Ronald G. Albahary, CFA Chief Investment Officer John Workman Chief Investment Strategist Mark Kelly, CPA, CAIASM Director Jeff Marshall, CFA Director Kurt Odegard Director Jonathan P. Straub, JD, CAIASM Director Anthony Wicklund, CFA, CAIASM Director Corporate Services Marla Chidsey, JD Director of Compliance and Risk Management Marcia Heyman, MS Administrative Director Inessa Mischenko Director of Operations Jessica Saunders, SPHR Director of Human Resources Laura Smith Director of Corporate Communications Chris West Director of IT Chris Hill Associate Director of Operations Allan Meyer Associate Director of Operations Allison Kaplan, CIMA® Associate Director of Portfolio Analysis Group

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