|
FEB 24 2010 | Convergent Ranked by Barron's Barron’s has named three Convergent advisors to its annual state-by-state ranking of the top 1,000 financial advisors in the nation.
JAN 20 2010 | Convergent Quoted in Worth Magazine Convergent's CEO, Steve Lockshin, and Chief Investment Strategist, John Workman, are quoted in Worth Magazine's “10 Planning Ideas to Discuss with Your Financial Advisor.”
JAN 14 2010 | Convergent and NonProfit News Host Market Outlook 2010 Webinar Convergent Wealth Advisors presents its first in a series of webinars in partnership with NonProfit News on January 20, 2010.
|
 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
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 webinar of the series titled, Market Outlook 2010 hosted by our Chief Investment Officer, Ron Albahary, can be found on our Video Highlights page. 
Convergent to Speak at Barron's Top Independent Advisors SummitBarron’s is hosting an elite gathering of the nation’s pre-eminent financial advisors. The “Top 100 Financial Advisors" honored this year in Barron’s April 20 issue will come together at Barron’s Winner’s Circle Top Advisors Summit. Executive Directors, George Dunn and Lori Van Dusen will lead a breakout session on Inflation vs. Deflation at this event on April 15, 2010. 
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). |
 |
|