Dave Zier joined Convergent Wealth Advisors as one of the company’s first employees in 1998 and since that time has played an integral role in the growth and success of the firm. In 2012, Dave was appointed Chief Executive Officer of the firm. As CEO, Dave serves as Convergent’s chief visionary—helping to lead and inspire employees to build a world-class wealth management firm. Along with his leadership duties, Dave remains actively involved in his investment advisory role, working closely with many of the firms largest and most complex clients.
Dave also serves as a member of the firm’s Investment Committee. Drawing upon his deep investment knowledge and ability to communicate complex investment concepts, he helps develop investment plans and overall wealth strategies for Convergent clients. Outside the scope of his client service and management responsibilities, Dave leads the company’s efforts to develop in-house talent. His thought leadership is often evidenced by his regular appearances on CNBC’s Closing Bell and Squawk Box (Asia), as well as Fox Business News. He has also received many industry accolades, including being ranked by Barron’s as the #1 advisor in Maryland for the past four years, and the #6 advisor on Barron’s 2013 Top 100 Independent Wealth Advisors list.
Dave earned two Bachelor of Science degrees from the Virginia Polytechnic Institute and State University, one in Finance and one in Management Information Systems. He holds the Investment Management Consultants AssociationSM Certified Investment Management AnalystSM (CIMA®) designation and the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
Dave and his family currently reside in Potomac, Maryland, where he enjoys a growing list of sports and athletic activities.