Convergent Wealth Advisors Expands Wealth Management Presence in New York and Los Angeles

Hires Wealth Management Advisor Charles Winn, CFA®

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Wealth Management Advisor New York

Charlie Winn, CFA®

This key hire further complements Convergent’s investment management capabilities in the firm’s New York and Los Angeles offices.

New York, NY (PRWEB) December 04, 2013

To meet the rising demand for the firm’s wealth management expertise in New York, Los Angeles, and nationally, Convergent is pleased to announce Charles (Charlie) Winn, formerly of Goldman Sachs, has joined the team.

Mr. Winn joins the company as Managing Director, Strategic Relationships, and will be responsible for supporting and broadening relationships with clients and centers of influence. He is also charged with overseeing the firm’s national business development efforts. Mr. Winn will split his time between Convergent’s New York and Los Angeles offices.

With over 20 years of experience in financial services, Mr. Winn is a sophisticated and highly respected advisor. He will work with clients to create customized financial solutions through asset allocation, manager selection, performance analysis, and life and estate planning. His expansive industry experience allows him to approach each client relationship with a discerning eye, seeking to ensure his clients’ financial success.

This key hire further complements Convergent’s investment management capabilities in the firm’s New York and Los Angeles offices. Mr. Winn’s background and skill set will further lift the firm’s ability to provide top-tier service and experienced investment knowledge to current and future high net worth clients.

Dave Zier, Convergent’s CEO, stated, “Charlie’s intelligence and energy will be greatly appreciated by our clients. We’re delighted to have attracted him with our entrepreneurial culture and ambitious growth plans. His contributions to our future will be significant and we are excited to welcome Charlie to Convergent.”

“Watch this space,” added Douglas Wolford, Convergent’s President and COO. “We plan to make other exciting announcements that will reinforce Convergent’s leadership across the full spectrum of holistic wealth management services for clients with $1 million to those with more than $1 billion.”

About Convergent Wealth Advisors

Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $11 billion in assets (as of September 30, 2013). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10M and more. Independence by Convergent™ is a division of Convergent focused on servicing clients with $1 million and more in investable assets.

City National Bank is backed by $29.1 billion in total assets (as of September 30, 2013), and provides banking, investment and trust services through 77 offices, including 16 full-service regional centers in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. The company and its investment affiliates manage or administer $61.5 billion in client investment assets as of September 30, 2013. City National is the 25th largest American commercial bank by asset size.

Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR.

Media Contact: Douglas Wolford | 301.284.1112 | Doug.Wolford(at)ConvergentWealth(dot)com

Non-deposit investment products are not FDIC insured, are not deposits or other obligations of City National Bank, are not guaranteed by City National Bank and involve investment risks, including the possible loss of principal.

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.


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