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August 31, 2010 18:00 ET | Source: Convergent Wealth Advisors

Four Advisors From Convergent Included in Barron's Top 100 Independent Financial Advisors Ranking

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...
July 14, 2010 14:00 ET | Source: Convergent Wealth Advisors

Douglas Wolford Appointed President of 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...
June 09, 2010 12:29 ET | Source: Convergent Wealth Advisors

Lori Van Dusen Ranked in Barron's Top 100 Women Financial 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...
April 26, 2010 18:00 ET | Source: Convergent Wealth Advisors

Two Convergent Advisors Ranked in Top 100 by Barron's

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...
February 25, 2010 15:00 ET | Source: Convergent Wealth Advisors

Steve Lockshin, George Dunn and Lori Van Dusen Ranked Among the Nation's Top Financial Advisors by Barron's

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...
October 05, 2009 09:00 ET | Source: Convergent Wealth Advisors

Ron Albahary Joins Convergent as Chief Investment Officer

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...
September 10, 2009 18:29 ET | Source: Convergent Wealth Advisors

David Kahn Joins Convergent Wealth Advisors' West Coast Office

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),...
September 03, 2009 13:30 ET | Source: Convergent Wealth Advisors

Steve Lockshin, George Dunn and Lori Van Dusen Ranked Among the Nation's Top 100 Independent Financial 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...
July 14, 2009 16:00 ET | Source: Convergent Wealth Advisors

Convergent Wealth Advisors Further Strengthens Its Institutional Focus With the Addition of David Sotsky as Director

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...
April 22, 2009 12:09 ET | Source: Convergent Wealth Advisors

Steve Lockshin Ranked #19 Among the Nation's Top 100 Financial 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...