Steve Aucamp is the Executive Director for Convergent’s Ultra-High Net Worth Group, responsible for ensuring the delivery of consistent, exceptional service and investment advice to all of the firm’s ultra-high net worth clients.  Steve manages the Advisors in this group across Convergent’s five offices and leads the firms’ growth efforts to further expand the ultra-high net worth business segment.  Steve also personally advises a number of the firm’s key clients. 

With over 20 years of experience working with ultra-affluent individuals and family offices, Steve has expertise on a wide variety of financial services including asset allocation, investment management, estate planning, philanthropy and family governance.  He is accustomed to being an integral part of a family's team of advisors, working closely with their attorney, accountant and other trusted advisors.

Prior to joining Convergent in 2004, Steve served as vice president and relationship manager of Atlantic Trust Private Wealth Management in Palm Beach, Florida. He advised clients on how to preserve and manage their wealth, and coordinated the use of financial, tax, estate planning and asset allocation to solve clients' complex financial needs.

Prior to Atlantic Trust, Steve practiced law for eleven years, most recently as a partner with a boutique estate planning firm in Delray Beach, Florida. His firm acted as a family office for several prominent families, coordinating all aspects of the clients' financial lives.

Steve received his Bachelor's degree in Accounting from Emory University and his law degree and LLM in Estate Planning from the University of Miami. He is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) professional and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 65 licenses.
 

Bill Bancroft has been advising clients with a objective and personal approach at Convergent since 2000. As the Executive Director, he is responsible for the entire experience of the firm’s Independence clients, including the consistent delivery of exceptional service and investment advice. He also provides oversight, leadership and development to the employees and teams within this group. He proactively identifies new policies, procedures and analyses that benefit clients and the firm. 

Prior to joining Convergent, Bill performed investment research and portfolio management for the office of a high net worth family. During this time, he researched investment strategies designed to limit risk by trading futures, options, equities and mutual funds.

Bill earned a Bachelor of Science degree in finance with an emphasis on quantitative business analysis from Pennsylvania State University. He holds the Investment Management Consultants Association's Certified Investment Management Analyst (CIMA®) and Chartered Private Wealth Advisor (CPWA^SM) designations, as well as the Financial Industry Regulatory Authority (FINRA) Series 65 license.

A Pennsylvania native, Bill lives in Gaithersburg, Maryland with his wife, Jamie, and their two sons.
 

Paul Gloth is a Managing Director in our Washington, DC office and is responsible for advising families on a variety of wealth management issues, including investment management, trust and estate planning, income taxes and family office management.  Paul is an integral part of the family office team of professionals and coordinates overall wealth planning, investing and reporting with our clients’ attorneys, accountants and other advisors. Additionally, Paul provides support to Convergent’s client advisors and team leaders and assists in the research and analysis of technical issues as well as working on internal business processes and corporate efficiency. He is also a member of Convergent's Risk Management Oversight Committee.

Prior to joining Convergent Wealth Advisors, Paul spent over six years as the Chief Financial Officer and General Counsel for a DC based architectural firm where he was also responsible for all financial and legal matters for the owner’s family office.  There he was responsible for coordinating the overall financial, tax and estate planning in a complex family office that included numerous separate investment entities and trusts.

Previously, Paul was the Senior Vice President of a national health care company and was responsible for a division with operations across the country and over $100 million in revenues. He also worked for over 10 years in public accounting and was a senior manager at both KPMG and Ernst and Young.

Paul received his Bachelor of Business Administration from the College of William and Mary and graduated magna cum laude from the University of Baltimore Law School. He is a member of the American Bar Association and the Maryland State Bar Association. He also passed the CPA exam in 1981 and holds the Financial Industry Regulatory Authority Series 65, 63, and 7 licenses.

Greg Blake serves as a Director in Convergent’s Ultra-High Net Worth Group and is based out of the firm’s Washington, DC office.  Greg is responsible for marketing and business development efforts in the greater Washington, DC metropolitan area.  He advises ultra-high net worth families and institutions on investment planning and strategy issues, including their personal assets, trusts, estates, foundations, and endowments.  Additionally, Greg collaborates closely with clients’ tax and legal advisors on a wide range of matters including estate planning, philanthropy, concentrated stock positions, and the sale of privately held businesses. 

Prior to joining Convergent, Greg was a Vice President at Bernstein Global Wealth Management where he advised high net worth clients on a wide range of investment planning and other wealth management Before his transition into the financial services industry, Greg worked with a variety of technology and start-up companies with a concentration in data and communications solutions for military and intelligence applications. 

Greg earned his Master of Business Administration (MBA) from Santa Clara University in 2001 and is a 1994 graduate of the United States Naval Academy where he earned a Bachelor of Science in Economics. Upon graduation from the Naval Academy, Greg served in the U.S. Marine Corps where he attained the rank of Captain. In addition, he holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses. He is the President of the South Baltimore Neighborhood Association and serves on the Board of Directors for Young Audiences of Maryland.  
 
 

Brian Pierson has been with Convergent Wealth Advisors for nearly ten years and is dedicated to delivering exceptional client service to each of his clients.  Brian advises his clients a wide variety of financial services, including investment management, asset allocation, and estate planning. He also works closely with his clients’ other advisors, including accountants, estate attorneys, and private bankers, as well as  philanthropic organizations, to assure that the client has a comprehensive and integrated wealth plan.

Brian is responsible for the firm’s client relationships in the Pacific Northwest.  He also serves in a management role in the firm’s Ultra-High net Worth Group, providing mentorship and training to the Advisors.

Brian earned a Bachelor of Science degree from the Calloway School of Business and Accountancy at Wake Forest University. His professional designations include the Certified Investment Management Analyst (CIMA®), and the Wealth Management Certificate. The CIMA® designation was conferred jointly by the Center for Executive Development at University of California at Berkeley's Haas School of Business and the Investment Management Consultants Association, IMCA®. The Wealth Management Certificate was conferred by IMCA®. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

Brian serves on the board and as Treasurer of The Hope Heart Institute located in Bellevue, Washington, which is dedicated to preventing and treating cardiovascular disease through research and education.  He also helped to build Convergent's Community Service Initiative, which has mobilized the employee volunteers and raised significant funds to meet many of the community needs in the greater Washington, DC area.

 

Ken Handy joined Convergent in 2007 and currently serves as Director and head of the firm’s New York office.  In this position, Ken is responsible for leading the firm’s marketing and new business efforts in the New York metropolitan region.  With over a decade of experience in client service, Ken is also the lead relationship manager for a number of the firm’s ultra-high net worth clients, both on the east coast and nationwide. 

Ken tailors comprehensive wealth management plans to meet the individual needs and financial goals of his diverse and sophisticated portfolio of clients.   He advises his clients on a number of complex wealth management issues, including investment policy development, portfolio construction and asset allocation, risk management, and tax and estate planning. 

Prior to joining Convergent, Ken spent several years as director of European business development for The Rowe Companies, based in London. In that capacity, he designed and executed a novel business strategy to create a sustainable export market for Rowe products, encompassing the UK and Ireland, continental Europe and the Middle East.

Ken received his Bachelors of Science degree in Business from Virginia Tech University.  He holds the Certified Investment Management Analyst^SM designation, administered by Investment Management Consultants Association^SM and taught in conjunction with The Wharton School, University of Pennsylvania, as well as the Financial Industry Regulatory Authority (FINRA) Series 65, 63, and 7 licenses.

David Kahn is a Director in Convergent’s Los Angeles office and is responsible for spearheading the management of key client relationships in the region.  David advises ultra-high net worth individuals and families, as well as endowments and foundations, on a full array of wealth management solutions, including investment policy development, asset allocation, portfolio construction, risk management and tax and estate planning.

With over twenty years of experience working with high net worth families, David leverages a broad range of skills to develop sophisticated investment strategies and integrated wealth management plans.  Utilizing a thorough approach based upon detailed initial conversations and frequent ongoing communications, David develops customized solutions for each client and works closely with their trusted advisors to develop investment strategies that can stand the test of time.

Before joining Convergent, David was a Private Client Advisor with Wilmington Trust Company since 2005, advising high net worth families on financial planning, estate planning, asset protection and investment strategy.  Prior to Wilmington Trust, David was a portfolio manager for ten years with Roxbury Capital Management where he was a member of the Portfolio Construction Committee and lead portfolio manager for the firm’s Private Client Group, representing over $2 billion in client assets.  David also spent four years in New York as a senior investment management consultant, working with clients on asset allocation, manager selection and performance reporting.

David received his Bachelor of Arts degree in Economics from Bucknell University and his Masters in Business Administration in Finance from New York University.  David is active in the Los Angeles Community, serving on the boards of Inside Out Community Arts and the Pacific Palisades Baseball Association.  He is also a member of the planned giving committee at Loyola High School in Los Angeles, California.
 

As Director, Marc Russell advises clients on investment policy, asset allocation and performance evaluation. Marc also assists in the development of Convergent's Los Angeles presence and actively works to develop relationships with his client's external advisors, tax and estate planning professionals.

Prior to joining Convergent's Los Angeles team, Marc was based in Convergent's Washington, DC headquarters, where he worked with a number of advisory relationships in a similar capacity and was an active leader in Convergent's recruiting and internship programs.  He also participated in the firm's Community Service Initiative.

Marc graduated from Amherst College cum laude with a Bachelor of Arts degree in Economics and holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.  Marc also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.
 

Jon leads West Coast operations for Convergent and is central to the operational and service strategies of the business. In addition, he coordinates legal efforts and helps to lead the firm’s sales process.

After joining Convergent in 2004, Jon spent several years as a member of Convergent’s Investment Strategy Group, where he oversaw due diligence on alternatives investment strategies. Having overseen the development and launch of multiple fund-of-fund strategies, Jon is experienced in the legal structures, regulatory environment, and services providers for non-traditional investments, and he remains a member of the firm’s Risk Management Oversight Committee.  
      
Before joining Convergent, Jon was an associate with DeltaTech Partners, a venture firm focused on technology transfer and patent commercialization. There, he qualified new investment opportunities and strategies for delivering technologies into the marketplace. He began his career in the legal department of FleetBoston Financial.

Jon graduated from Boston College with a Bachelor of Science degree in Finance and earned a Juris Doctor degree from Suffolk University Law School, where he was an editor of the Transnational Law Review. Jon has published a variety of articles in legal and investment journals. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license and the Chartered Alternative Investment Analyst^SM designation and is a member of the Massachusetts Bar Association. 

Sisi C. Tran, Esq. is the Director of Trust and Estate Planning, serving as the subject matter expert for estate planning for Convergent Wealth Advisors and its clients.  Sisi works directly with Convergent’s clients, helping them to understand the strategies available that seek to minimize their tax burdens and maximize the transfer of their wealth to future generations.  She also serves as a resource to the firm’s Advisors by keeping them apprised of new developments in estate planning, and is responsible for providing training and education to the Advisors regarding tax and estate planning laws and strategies. 

Prior to joining Convergent, Sisi practiced as a tax and estate planning attorney at nationally recognized firms including Proskauer Rose LLP and Katten Muchin Rosenman LLP.  Sisi’s practice focused on developing sophisticated estate plans for clients of ultra-high net worth with an emphasis on formulating planning techniques to maximize and protect clients’ wealth for each subsequent generation.  Her work included estate, gift, and generation-skipping tax planning, as well as income tax of trust planning, probate and trust administration matters, and charitable planning.

Sisi’s work for clients included basic estate planning with wills and revocable living trusts as well as drafting and implementing advanced estate planning techniques for the tax efficient transfer of assets to future generations using GRATs, QPRTs, sales to grantor trusts, life insurance trusts, family limited partnerships and closely held entities, charitable trusts, and inter vivos QTIPs.  She has handled numerous estate and trust administrations, which included the preparation of federal estate tax returns, and she has assisted clients in the preparation of federal gift tax returns and the allocation of the generation-skipping transfer tax exemption with respect to mixed inclusion ratio trusts. Sisi’s most recent article can be found in Estate Planning Magazine (December 2009) and is titled “A Guide for Cleaning Up Mixed Inclusion Ratio GST Trusts.”

Sisi received her J.D. and LLM Tax degrees from the University of Miami School of Law. She is a member of the California and Florida State Bars and the American Bar Association.

 Ahmos Hassan is a Managing Director in the firm’s Los Angeles office and is responsible for advising individuals and families on comprehensive wealth management, including investment strategy, risk management, portfolio construction, asset allocation, and estate planning. 

Ahmos maintains a long-term career as a trusted advisor with over twenty-five years of experience in both the investment management and entertainment industries.  He leverages a broad range of experience and skills to develop sophisticated investment strategies and integrated wealth management solutions for a diverse group of clientele. 

Prior to joining Convergent, Ahmos founded Chariot Management, Inc., a professional management company providing business and career management, representation, and advisory services primarily to members of the entertainment industry. He has successfully managed the assets, investment portfolios, and professional careers of writers, performers, and creative executives since 1987. In 1996, Ahmos also launched Chariot Asset Management, Inc., a registered investment advisor that provided investment management and advisory services, and also managed its own proprietary trading and alternative investment programs.

Ahmos has executive produced a number of television shows and specials, including an Emmy Award and Humanitas Prize winning series. Ahmos received a BBA from the University of Michigan Business School with concentrations in finance and business law.
 

John Workman is the Chief Investment Strategist for Convergent Wealth Advisors and a member of the firm’s Investment Committee, which focuses on developing the firm’s investment strategy, investment recommendations and portfolio implementation strategies. John serves as the lead investment consultant for several of Convergent’s largest clients, providing highly customized asset management solutions for individuals, families and foundations. As Chief Investment Strategist, John remains active in the investment manager research and evaluation process.

Prior to joining Convergent, John was the director of Traditional Equity Research at Windermere Investment Associates, where he oversaw all research activities for traditional (long-only) equity and fixed income managers.

John earned a Bachelor of Science degree in Economics and a Bachelor of Arts degree in Business Administration, as well as a Masters degree in Public Policy, from Pepperdine University.  He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license and successfully completed the Investment Management Workshop for Senior Investment Professionals sponsored by the CFA Institute at Harvard University.  John also serves as an advisor to the University of Portland Investment Association, a student-run investment portfolio.