Ron Albahary joined Convergent Wealth Advisors in 2009 as the firm’s Chief Investment Officer. In this role, Ron leads Convergent’s research team, the Investment Strategy Group, in the development and management of Convergent’s investment process and strategy, including asset allocation, risk management, manager selection and monitoring, and portfolio construction methodology.  Ron also chairs Convergent’s Investment Committee and serves as the voice of the firm's investment thought leadership.

Ron has nearly twenty years of investment management experience, most recently serving as Head of Strategic Investment Solutions at Schroder Investment Management North America Inc. where he was responsible for leading and promoting the firm’s multi-asset business in North America.  Prior to Schroders, Ron served in a number of investment leadership positions including Managing Director of SEI Global Private Client Portfolio Management where he oversaw more than $60 billion in assets.  Ron also served as Chief Investment Officer of Merrill Lynch Retirement Group, overseeing $150 billion in defined contribution and defined benefit assets.  Previously, he spent several years as a Portfolio Manager for Northern Trust and Merrill Lynch Investment Managers, managing US Large Cap and balanced portfolios for endowments, foundations and ultra-high net worth clients.

Ron graduated from the Wharton School at the University of Pennsylvania with a Bachelor of Science degree in Economics. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Chartered Financial Analyst Society of Philadelphia.  He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24 63 and 65 licenses.

 

John Workman is the Chief Investment Strategist for Convergent Wealth Advisors and is a member of the firm's 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 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 Sciences degree in Economics and a Bachelor of Arts degree in Business Administration, as well as a Master’s 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.

Mark Kelly is the Director of Risk Management & Operational Due Diligence and is responsible for overseeing the investment and operational risk management practices for the firm.  His focus includes, but is not limited to, the analysis of investment and operational risks related to hedge funds.  Mark is a member of Convergent’s Investment Committee and works closely with other members of the Investment Strategies Group to evaluate and minimize risks related to both new hedge fund investments and the ongoing monitoring of existing investments.  Mark previously was a member of the Directional Team within the Investment Strategies Group, where he had the primary responsibility of researching, selecting, and monitoring traditional long-only managers as well as directional hedge fund managers for Convergent client portfolios. Mark also provides portfolio construction oversight to prospective and existing client portfolios.

In addition to his research responsibilities, Mark works with a select group of clients to help them achieve their financial objectives.  Areas of expertise include: asset allocation and portfolio strategy, financial planning, estate and income tax planning, and insurance.  

Prior to joining Convergent, Mark was a co-owner of a multi-family office, Copper Beech Advisors, LLC.  Previously, he was an assistant vice president at Pitcairn Trust Company advising high net worth clients.  Mark started his career at Coopers and Lybrand, LLP, in Philadelphia as a Senior Associate specializing in Audit. 

Mark earned a Bachelor of Science degree in Accounting from The Pennsylvania State University and a Master of Science degree in Taxation from Widener University.  He also holds the Chartered Alternative Investment Analyst^SM designation.

Jeff Marshall is Director of Convergent Wealth Advisors’ Portfolio Management activities and a member 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 pools. In addition, Jeff oversees the overall activities of Convergent’s Alternative Research Group, including ongoing manager sourcing, due diligence, portfolio construction and risk management across multiple hedge fund strategies.
 
Prior to joining Convergent, Jeff was the Director of Research for Windermere Investment Associates. Previous to this, 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.  Jeff also sits on the advisory board of the Portland Alternative Investment Association and the Seattle Alternative Investment Association.

Kurt Odegard directs Convergent Wealth Advisors’ asset allocation and private equity research areas, and is also a member of the Investment Committee, which focuses on developing the firm’s investment strategy, investment recommendations and portfolio implementation strategies. In this capacity, he is responsible for developing and evaluating client policy portfolios as well as producing asset class return forecasts and quarterly economic commentary.

He is involved in the creation and application of Convergent’s quantitative analytical models and programs used in implementing investment strategies for private, taxable, and sophisticated institutional investors. Additionally, Kurt oversees the selection of Convergent’s private equity managers and strategies, and assists in research and due diligence across multiple alternative investment strategies.

Prior to joining Convergent, Kurt held a similar role as Director of Asset Allocation and Private Equity with Windermere Investment Associates. He also was previously a member of the Loss Management Department for U.S. Bancorp. Kurt graduated with a Bachelor of Science degree in Finance from Oregon State University. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

As a Director, Tony Wicklund is a member of the alternative investment team within the Investment Strategy Group. His primary responsibility is researching, selecting and monitoring hedge fund-of-funds managers for Convergent client portfolios. Tony previously led the traditional credit and absolute return hedge fund strategy team.

Prior to joining Convergent in 2005, Tony was a Senior Analyst with the Pacific Seafood Group where he worked on M&A transactions involving private companies with annual revenues ranging from $5 million to $150 million. His duties included the analysis of financial data, review of deal documents, due diligence and post-acquisition integration of companies. He also worked on special finance and accounting projects.

Tony has a Bachelor of Science in Business Administration from the University of Oregon and a MBA from the University of Southern California's Marshall School of Business. He is also a CFA Charterholder and a member of the CFA Society of Portland. Tony also holds the Chartered Alternative Investment Analyst^SM designation.

Allison Kaplan is responsible for leading the business management activities with the Investment Strategy Group which includes overseeing ISG policies and procedures, Investment Committee support, asset allocation model and portfolio performance tracking, maintaining Convergent’s approved manager list and due diligence schedule, benchmark management and compliance management.

Prior to her role within ISG, Allison developed the Portfolio Analysis Group, a team which delivered portfolio recommendations, analytics, and investment solutions to the Advisor teams directly servicing both Convergent’s existing and prospective clients.  She has also spent time with Convergent in the Consulting Group, serving as a direct point of contact for clients.  These experiences have been applied to her work with the research group.

Allison earned a Bachelor of Science degree in Business Administration, with a concentration in Finance and International Business, from American University in Washington D.C.  She holds the Financial Industry Regulatory Authority (FINRA) Series 65 license and is a member of the Investment Management Consultants Association (IMCA).  Allison also holds the Investment Management Consultants Association's Certified Investment Management Analyst (CIMA^®) designation, graduating from the program administered by the Wharton School of the University of Pennsylvania.

Allison is actively involved in Convergent's Community Service Initiatives and has organized projects including food and toy drives, fundraising for Cystic Fibrosis, as well as various other projects for a number of local charities.

Sheila O'Halloran is a member of the Investment Strategy Group’s Portfolio Management and Analysis Team, with the primary responsibility of consolidating support of the pooled funds and special structures from an operational, performance reporting, and analytical perspective. She is involved in the creation of monthly and quarterly report deliverables, coordinates various research projects, generates data for portfolio proposals, and assists with Convergent’s risk management and control process.

Prior to joining Convergent, Sheila was a research analyst with Windermere Investment Associates’ hedge fund team.  Prior to this, she worked as an editor in technical publishing. 

Sheila earned a Bachelor of Arts degree with concentrations in Literature, History and Philosophy from the University of Illinois at Champaign-Urbana and studied at the University of Nottingham, England. Sheila holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

Aaron Mirandon is an Associate Director and a member of the alternative investment team within the Investment Strategy Group. His primary responsibility includes manager sourcing and ongoing due diligence for credit-focused and multi-strategy hedge funds. Aaron is also the Associate Portfolio Manager for the firm’s proprietary non-directional hedge fund of funds and privately managed non-directional hedge fund portfolios.

Prior to joining Convergent, Aaron was a Fund Manager at PNC MultiFamily Capital, a real estate investment firm specializing in the financing and management of affordable housing portfolios. As one of two fund managers, he was responsible for managing over $1.5 billion in investor capital.  Prior to that, Aaron worked for eight years at Venetec International, Inc. where he held Controller and CFO positions.  Venetec International, Inc. was a start-up medical device company financed with over $50 million in capital from several private and large institutional investors and private equity firms.

Aaron earned a Bachelor of Science degree in Business Management from Brigham Young University and an MBA from San Diego State University. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

As an Associate Director, Scott works as a member of the alternative investment team within the Investment Strategy Group. His primary responsibilities include manager sourcing and ongoing due diligence for long-short equity, macro, and CTA hedge funds. Scott is also the Associate Portfolio Manager for the firm’s directional pooled vehicles.

Prior to joining Convergent, Scott was a research analyst with Windermere Investment Associates’ hedge fund team.  Prior to his time spent as a research analyst, Scott was a Commercial Loan Specialist with Washington Mutual Bank focusing on loan related collateral.

Scott earned a Bachelor of Arts degree in Economics from the University of Minnesota – Duluth.  He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.