Four Advisors From Convergent Included in Barron's Top 100 Independent Financial Advisors Ranking
August 31, 2010 18:00 ET
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Convergent Wealth Advisors
WASHINGTON, Aug. 31, 2010 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors announced that four of the firm's advisors were included on Barron's 2010 ranking of the nation's Top 100 Independent Financial...
Douglas Wolford Appointed President of Convergent Wealth Advisors
July 14, 2010 14:00 ET
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Convergent Wealth Advisors
WASHINGTON, July 14, 2010 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors today announced that Douglas Wolford has been named as the company's new president. Mr. Wolford will be responsible for the...
Lori Van Dusen Ranked in Barron's Top 100 Women Financial Advisors
June 09, 2010 12:29 ET
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Convergent Wealth Advisors
WASHINGTON, June 9, 2010 (GLOBE NEWSWIRE) -- Barron's has named Lori Van Dusen, executive director at Convergent Wealth Advisors, to its annual list of America's Top 100 Women Financial Advisors. Van...
Two Convergent Advisors Ranked in Top 100 by Barron's
April 26, 2010 18:00 ET
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Convergent Wealth Advisors
WASHINGTON, April 26, 2010 (GLOBE NEWSWIRE) -- Barron's has named Steve Lockshin, Convergent Wealth Advisors' founder and CEO, and Dave Zier, Executive Vice President, to its annual list of America's...
Steve Lockshin, George Dunn and Lori Van Dusen Ranked Among the Nation's Top Financial Advisors by Barron's
February 25, 2010 15:00 ET
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Convergent Wealth Advisors
WASHINGTON, Feb. 25, 2010 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors today announced that Barron's has named three Convergent advisors to its annual state-by-state ranking of the top 1,000...
Ron Albahary Joins Convergent as Chief Investment Officer
October 05, 2009 09:00 ET
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Convergent Wealth Advisors
WASHINGTON, Oct. 5, 2009 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors today announced that Ron Albahary, CFA(R), has joined the company as its Chief Investment Officer. In his new role, Mr. Albahary...
David Kahn Joins Convergent Wealth Advisors' West Coast Office
September 10, 2009 18:29 ET
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Convergent Wealth Advisors
WASHINGTON and LOS ANGELES, Sept. 10, 2009 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors, a subsidiary of Convergent Capital Management and its parent company City National Corporation (NYSE:CYN),...
Steve Lockshin, George Dunn and Lori Van Dusen Ranked Among the Nation's Top 100 Independent Financial Advisors
September 03, 2009 13:30 ET
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Convergent Wealth Advisors
WASHINGTON, Sept. 3, 2009 (GLOBE NEWSWIRE) -- Barron's has named Steven D. Lockshin, Convergent Wealth Advisors' founder and CEO, as #2 on its annual list of the Top 100 Independent Financial Advisors...
Convergent Wealth Advisors Further Strengthens Its Institutional Focus With the Addition of David Sotsky as Director
July 14, 2009 16:00 ET
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Convergent Wealth Advisors
WASHINGTON and LOS ANGELES, July 14, 2009 (GLOBE NEWSWIRE) -- Convergent Wealth Advisors, a subsidiary of City National Corporation (NYSE:CYN), today announced that David Sotsky has joined Convergent...
Steve Lockshin Ranked #19 Among the Nation's Top 100 Financial Advisors
April 22, 2009 12:09 ET
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Convergent Wealth Advisors
WASHINGTON, April 22, 2009 (GLOBE NEWSWIRE) -- Barron's has named Steven D. Lockshin, Convergent Wealth Advisors' founder and CEO, to its annual list of America's Top 100 Financial Advisors. Lockshin...