As the company's founder, Steve Lockshin leads Convergent Wealth Advisors in its efforts to deliver a differentiated offering to ultra affluent individuals and institutions. Under his leadership since 1994, Convergent has become one of the nation’s leading wealth management firms, providing investors with objective advice, flexible investment solutions, and complete transparency.

Recognized as a thought leader in the wealth management industry, Steve helped to pioneer the open architecture approach to investing.  He was also an early adopter of asset allocation strategies for the ultra-high net worth client, employing a mathematical process to determine appropriate client portfolios based on cash flow needs. Through Steve’s leadership, Convergent was an innovator in the use and analysis of risk and reward parameters for alternative portfolios, equity risk management for concentrated portfolio holdings, and other strategies now employed industry-wide. Steve's focus remains on building the company through client service and innovative investment offerings. 

Steve has received many industry accolades, including being ranked #1 on Barron’s 2011 Top 100 Independent Financial Advisors list. Steve ranked #3 in California on Barron’s  2011 state by state list of the nation’s Top 1,000 Advisors and was also ranked on Barron’s  2011 Top 100 Financial Advisors list. In 2010, Washingtonian magazine named Steve as one of the Top Financial Advisors in the Washington, DC area. Steve also appears as a regular guest on Countdown to the Closing Bell on Fox Business News. 

In 1995, part of the development of Convergent Wealth Advisors (formerly known as CMS Financial Services), Steve founded CMS Reporting. CMS Reporting is now known as Fortigent, LLC, a leading provider of outsourced wealth management solutions with $50 billion in assets on its platform.

Steve previously served as a partner at Meltzer & Associates, a nationally recognized firm providing services in insurance, estate planning, and executive compensation. From 1985 to 1988, he worked with Legg Mason Wood Walker in various business units, including an extended period in the municipal bond department.

Steve earned a Bachelor of Science degree from the University of Maryland. He also holds the Investment Management Consultants Association's Certified Investment Management Analyst (CIMA®) designation and the Investment Strategist Certificate (ISC), as well as the Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 licenses. He is a long-time member of the Young Presidents Organization (YPO) in the Washington, DC and Pacific Northwest (Seattle) chapters. Steve is an accomplished pilot, graduating from his private pilot certificate to piloting corporate jets in less than three years.
 

Douglas Wolford joined Convergent Wealth Advisors as President in July 2010. In this position, Doug is responsible for the company’s day-to-day operations, as well as strategic planning and execution. Doug is located in the Washington, DC office.

Doug ‘s career includes growing innovative businesses at DuPont Company, GE, Network Solutions, VeriSign, and with a number of high-profile clients of his consulting business, Wolford & Company. In his 25-year career, he has co-led two public offerings that raised more than $2 billion, managed as many as 1,200 people on five continents and across every major functional area, and has specialized in executive and operational strategy and implementation in financial services, technology, and healthcare verticals.

Doug earned a bachelor’s degree in mechanical and aerospace engineering from North Carolina State University and an M.B.A. from the University of Maryland. In addition, he earned a diploma in French language from The Sorbonne, Paris, and has served on the adjunct faculty of The Johns Hopkins University’s graduate business school.  Among his other pro-bono activities, Doug is a member of the Board of Directors of Willowbank National Historic Site and School of Restoration Arts in Queenston, Ontario, and is a Founding Member of FounderCorps, a venture accelerator in the Washington, DC, metro area.
 

David Elliott oversees Convergent's accounting, financial management and regulatory compliance. Dave joined the firm in 2002 and is located in the Washington, DC office.

His 15 plus years of accounting and financial management experience includes working as the controller for several companies and as a business manager with The McGraw-Hill Companies. David started his career as an auditor for Price Waterhouse.

David earned a Bachelor of Science degree in accounting from the University of Virginia and is a Certified Public Accountant. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

David serves on the board of directors of Military Community Services Network and is active in supporting several local charities.

Dave Zier joined Convergent as one of the company’s first employees in 1998.  He began his career at the firm on the operations side of the business and then moved into an investment advisory role with clients.  Dave has played an integral role in the rapid growth of the company. Since then, investment acumen, professionalism and refreshing honesty have served him well and have been key factors in developing a strong client base.

Dave has received industry-wide recognition as a top advisor. Most recently, he was ranked #3 on Barron’s 2011 Top Independent Financial Advisors. Dave was also ranked #1 in Maryland in Barron’s state-by-state ranking of the Top 1,000 Advisors. Dave also debuted at #3 on Barron’s 2010 list of the nation’s Top 100 Independent Financial Advisors. He was also ranked in 2010 by Washingtonian magazine as one of the Top Financial Advisors in the Washington, DC area.

Dave serves as a member of both Convergent's Executive and Investment Committees. Using his integrated investment knowledge and ability to communicate complex investment concepts, he helps develop investment plans and overall wealth strategies for Convergent clients.  Dave also helps lead the company’s efforts in developing in-house talent, both on the business development and on the advisory side of the business. 

Before joining Convergent in 1998, Dave co-founded JZA Development Corporation, a successful entrepreneurial venture that specializes in franchising and developing small businesses. He also ran an investment partnership and has more than 15 years experience in the financial markets.

Dave earned two Bachelor of Science degrees from Virginia Polytechnic Institute and State University, one in Finance and one in Management Information Systems. He holds the Investment Management Consultants Association's Certified Investment Management Analyst (CIMA®) designation and the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.

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 66 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.

 
 

Jeff Marshall is Director of Convergent Wealth Advisors’ Portfolio Management  and Research activities and the Chairman of the Investment Committee, which focuses on developing the firm’s investment strategy, investment recommendations and portfolio implementation strategies. He serves as the lead investment consultant for the firm’s alternative research-based clients and is the lead portfolio manager for the firm’s proprietary hedge fund of funds and equity-focused pools. In addition, Jeff oversees the overall activities of Convergent’s Investment Strategy Group, including ongoing manager sourcing, due diligence, portfolio construction and risk management across multiple hedge fund strategies.  Jeff is located in the Portland, OR office.

Prior to joining Convergent in 2003, Jeff was the director of research for Windermere Investment Associates. Prior to that, he was a senior analyst in the Family Wealth Group at Sanford C. Bernstein, based in San Francisco, where he analyzed client portfolios, advised on single stock diversification and oversaw the asset allocation efforts for the firm’s high net worth clients.

Jeff earned a Bachelor of Science degree in Finance from Bentley College, is a Chartered Financial Analyst® and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.