Barron's Profiles Convergent CEO Dave Zier
(firmenpresse) - WASHINGTON, DC -- (Marketwire) -- 09/05/12 -- , Chief Executive Officer of , was recently . In the same edition, Barron's ranked Dave #6 on its 2012 list of the nation's , his third year in the top 10 of this elite group.
The Barron's ranking is based on assets under management, revenues the advisor generates for their firm and the quality of their practices.
is a recognized industry leader in wealth management, advising on over $10 billion in assets (as of June 30, 2012). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices.
â„¢ is a division of Convergent focused on servicing clients with between $500,000 and $10 million in investable assets.
Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR. Convergent is a majority-owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation (NYSE: CYN), the parent company of City National Bank.
Laura Smith
301.998.0304
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Datum: 05.09.2012 - 13:22 Uhr
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News-ID 1148413
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