About Stephen Aucamp
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® and holds the Financial
Industry Regulatory Authority (FINRA) Series 7 and 66 licenses.
Prior to the game at a Super Bowl party I attended last Sunday, my family members and I picked squares randomly (I’m sure many of you have played that game); the family with the most winning squares at the end … Continue reading →
