Convergent Wealth Advisors

Is Investing In A Hedge Fund A Good Idea? - YouTube
Some hedge funds operate like a simple mutual fund, others may be much more esoteric. Dave Zier, the CEO of Convergent Wealth Advisors, breaks down the complexities and explains who may benefit from these investment vehicles. ... View Video

Despite High Hurdles, New York Is Still A Magnet For Wealth ...
Despite High Hurdles, New York Is Still A Magnet For Wealth Managers Charles Paikert Editor in New York - Family Wealth Report business is Geller &Company, which hired Jamie McLaughlin away from Convergent Wealth Advisors ... Get Doc

RESOLUTION TO AMEND POOLED ENDOWMENT FUND STATEMENT OF ...
RESOLUTION TO AMEND POOLED ENDOWMENT FUND STATEMENT OF INVESTMENT POLICY OBJECTIVES & GUIDELINES WHEREAS, the Joint Investment Committee in accordance with the Endowment Fund Convergent Wealth Advisors, Inc. continues an on-going analysis of the portfolio and ... Return Doc

Steve Lockshin - Insider's Forum
Steve Lockshin Serial Entrepreneur Founder & Principal (AdvicePeriod) Advisor & Consultant, Betterment Institutional Steve is an entrepreneur within the wealth advisory industry. ... Retrieve Full Source

Item 1 Cover Page Form ADV Part 2A Brochure
I Item 1 – Cover Page Form ADV Part 2A Brochure Convergent Wealth Management, LLC 16150 Main Circle Drive, Suite 115, Chesterfield, MO 63017 www.convergentwm.com ... Doc Retrieval

Profile: Tom McAuliffe, Bank Of America Merrill Lynch Global ...
Announcement of the addition of a Washington, D.C. area-based advisory team from Convergent Wealth Advisors. The team, led by George Dunn, advises on approximately $2.7 billion in assets for nonprofit insti-tutions. ... Retrieve Content

Shortlist - Accretive Capital Partners, LLC
Shortlist Here is the shortlist for the 2015 Awards. Weath Management Categories Best fund product for HNW clients ­ NEW Accretive Capital Partners AM Global Family Investment Office Convergent Wealth Advisors First Republic Private Wealth Management ... Document Retrieval

Largest Multi-Family Offices And Businesses (U.S)
Family offices are boutique financial firms that serve the ultra-wealthy and hire top talent. Here are the largest family offices in the U.S. About.com. Food; Convergent Wealth Advisors Rockville, Maryland Part of City National Corp. $7.0 billion. ... Read Article

2008-09-03 -- Citi Loses Advisor Teams With $7B - Silver Lane
Citi Loses Advisor Teams With $7B Article published on September 3, bolted together last Friday for Convergent Wealth Advisors2 of Rockville, Md., Convergent had already added several senior wealth advisors at offices around the ... Retrieve Document

Provider Name Primary Website - IMCA
Provider Name Primary Website 3ethos http://www.3ethos.com 7City Learning http://www.7city.com Aberdeen Asset Management Convergent Wealth Advisors www.convergentwealth.com Cumberland Trust Davis Advisors www.davisfunds.com ... Access Content

We Help You Realize Your Dreams Through Financial Peace
Convergent Wealth Management, LLC. Registered Investment Advisors. 16150 Main Circle Drive Chesterfield, MO 63017. ofc: 636-536-1800 | contact@convergentwm.com | www.convergentwm.com ... Access Document

Create A Jewish Legacy Advisor List
Convergent Wealth Advisors . William.debutts@convergentwealth.com . 770.984.4301 : Elie E. Engler . For advisors, Create a Jewish Legacy is an opportunity to help their clients reach their philanthropic goals in the Atlanta J ewish community. ... Access Full Source

Institutional Business Development Biographies
Managing Director, Head of Global and Institutional Business Development Neuberger Berman, where he worked closely with portfolio managers and wealth advisors to service the firm's of Client Services at Lydian Wealth Management (now Convergent Wealth Advisors) ... Access Full Source

7 Step Process To Find The Best Financial Advisor
You want to make sure you hire the best financial advisor possible so before you hire a financial advisor, do your homework. Read through each of the steps below, conduct a search for advisors that meet your criteria, interview several, and verify their credentials and background before you hire ... Read Article

ACA INSIDER TRADING PANEL - Hirschler Fleischer
Convergent Wealth Advisors Marla.Roeser@Convergentwealth.com S. Brian Farmer Vice Chairman of Business Section Hirschler Fleischer PC – Educate employees as to MNPI issues and remind them to escalate any possible issues to legal or compliance ... Retrieve Doc

Asset Allocation In An Uncertain Economy
Albahary is the CIO of Convergent Wealth Advisors, a Washington, DC-based wealth manager. He spoke at the Schwab IMPACT conference on Thursday. Albahary advocated assessing risk in each of four categories: deflation, slow growth and ... Fetch Content

THE INDEPENDENCE EDGE
Independence is a division of Convergent Wealth Advisors, a pioneer in research-driven, open architecture wealth consulting. Convergent has been serving ultra-high net worth clients nationally since 1994 and currently has ... View Full Source

Fortigent - Wikipedia, The Free Encyclopedia
Fortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, In 2001, CMS Financial Services was acquired by Convergent Wealth Advisors, formerly known as Lydian Trust Company. ... Read Article

TopRegisteredInvestmentAdvisers - HighTower
Convergent Wealth Advisors Potomac FBB Capital Partners Bethesda Heritage Investors Management Corp. Bethesda Highline Wealth Management, Schneider Downs Wealth Management Advisors, LP Pittsburgh Tower Bridge Advisors Conshohocken Veritable, ... Read Here

Add Small Caps, Biotech And Technology To Portfolio -Kahn ...
ADD SMALL CAPS, BIOTECH AND TECHNOLOGY TO PORTFOLIO -KAHN ANCHOR (OFF-CAMERA) ENGLISH SAYING: Let's start with what we're seeing in the markets -- near all time highs. You think it can go higher still. What's going to drop the markets from here? DAVE KAHN, MANAGING DIRECTOR ... View Video

Barron's: Top 100 Independent Wealth Advisors - Gwwade.com
Mariner Wealth Advisors Leawood, Kan. 35172 4 20 99.976 3 9 Fred Fern Churchill Management Group Los Angeles, 18 N David Kahn Convergent Wealth Advisors Los Angeles, Calif. 8603 19.8 44.1 97.251 19 14 Paul Tramontano Constellation Wealth Advisors ... Fetch This Document