About Us Company Overview Convergent Team Board of Advisors News & Events Awards & Accolades Quick Facts Office Locations Corporate Headquarters Washington, DC Regional Offices Los Angeles New York Portland Rochester Seattle

Home   >  About Us  >  Convergent Team Convergent Team Executive Management Steven D. Lockshin, CIMA® Chairman and CEO Douglas Wolford President Ronald G. Albahary, CFA® Chief Investment Officer 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 Jarrett Solomon, CIMA® Associate Director NEW YORK, NY Kenneth C. Handy, CIMA® Director LOS ANGELES, CA Duncan Rolph Managing Director David Kahn Director Marc Russell, CFA Director Jonathan P. Straub, JD, CAIASM Director Sisi C. Tran, Esq. Director of Trust and Estate Planning ROCHESTER, NY Lori Van Dusen, CIMA® Executive Director David Mattia, CIMA® Managing Director Richard H. Van Kuren Jr., CFA Director Jeffrey R. Wagner Associate 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 of Risk Management & Operational Due Diligence Jeff Marshall, CFA Director of Portfolio Management & Research Kurt Odegard Director of Asset Allocation Anthony Wicklund, CFA, CAIASM Director of Hedge Fund of Funds Allison Kaplan, CIMA® Associate Director of Business Management & Compliance Sheila O'Halloran Associate Director of Portfolio Management Aaron Mirandon Associate Portfolio Manager of Non-Directional Strategies Scott Larson Associate Portfolio Manager of Directional Strategies Corporate Services Marla Roeser, 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

© Copyright 2010, Convergent Wealth Advisors. All rights reserved.