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JUL 14 2010 | Douglas Wolford Appointed President of Convergent Wealth Advisors Douglas Wolford has been named Convergent Wealth Advisors' new president.
JUN 09 2010 | Lori Van Dusen Ranked in Barron’s Top 100 Women Financial Advisors Barron's named Lori Van Dusen to its annual list of America's Top 100 Women Financial Advisors.
MAY 05 2010 | Sisi Tran Joins Convergent Wealth Advisors Sisi Tran joins Convergent Wealth Advisors to lead estate planning efforts.
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 For more than 25 years, the leadership of Convergent Wealth Advisors' Institutional Group has provided some of the nation's most sophisticated boards and investment committees with proactive, objective advice and strategy. Our team of seasoned advisors is comprised of industry
leaders in the field of institutional investing. Learn More » Armed with an extensive knowledge of both traditional and alternative
asset classes, we offer proactive objective advice, flexible investment solutions, complete transparency and accountability, and a focus on risk management – all designed to help you cultivate and protect your institution’s wealth. Learn More » At Convergent Wealth Advisors, we are committed to safeguarding
our clients’ assets from the challenges embedded in the markets and the process of investing. We remain in a constant state of reform to bolster our system of checks and balances to adapt to the ever- changing financial environment. Learn More » HIGHLIGHTS
Lori Van Dusen Presented at the Private Wealth Management SummitLori Van Dusen spoke at the Private Wealth Management Summit on June 8, 2010 in Miami, FL. She shared insights about measuring the tradeoffs between Managed Accounts and Limited Partnerships. Click here to view the presentation. 
Convergent and NonProfit News Host 2010 Webinar SeriesConvergent and NonProfit News have joined together to host a series of webinars. A replay of the first two webinars can be found on our Video Highlights page. 
Convergent’s Parent Company Ranked for Five Consecutive YearsCity National Corporation (NYSE:CYN), the parent company of City National Bank, owns a majority of Convergent’s equity through its subsidiary, Convergent Capital Management LLC. City National Bank has been ranked for five consecutive years by Bank Director magazine in the top third of the nation's 150 largest banks based on performance (2005-2009). |
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