Convergent Wealth Advisors Expands Business Development Effort in New York Market

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Hires Director Maurice Curran for Referral Network Development

Mo Curran Headshot

Mo Curran

I’m excited to have the opportunity to contribute to the growth of new partnerships and seek to ultimately expand the offerings the firm provides to high net worth investors.

Convergent Wealth Advisors is pleased to announce the addition of Maurice “Mo” Curran to serve as Director in the wealth management firm’s Manhattan office.

With his previous business development experiences at Gerson Lehrman Group and Credit Suisse Asset Management, Mr. Curran is an important component in Convergent’s future growth strategy. He will focus on building and fostering relationships to drive Convergent’s wealth management business strategy in the greater New York metro area. Mr. Curran will also actively engage and support referral networks in the development of high net worth clients seeking an upscale alternative to traditional wirehouse wealth management solutions.

“Convergent has built a promising foundation with existing networks,” remarks Mr. Curran. “I’m excited to have the opportunity to contribute to the growth of new partnerships and seek to ultimately expand the offerings the firm provides to high net worth investors.”

CEO Dave Zier states, “New York is a highly competitive market, and to have someone as driven as Mo on the team aims to ensure Convergent’s leadership in this area of wealth management. We believe he will thrive in the firm’s entrepreneurial culture and contribute significantly to our growth potential.”

About Convergent Wealth Advisors

Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $11 billion in assets (as of December 31, 2013). Assets under advisement (“AUA”) includes assets under management and other assets that Convergent provides investment advice on a non-discretionary basis. 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 $29.7 billion in total assets (as of December 31, 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 $64.7 billion in client investment assets as of December 31, 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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Douglas Wolford
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