Convergent Wealth Advisors Shortlisted for Family Wealth Report Awards 2015

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Leading Wealth Advisor Selected as Finalist

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This nomination is a reflection of the dedication and commitment the Convergent team demonstrates on a daily basis.

Nationally recognized wealth management firm, Convergent Wealth Advisors, has been shortlisted for the Family Wealth Report Awards, showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities. Convergent has been selected as a finalist in the Multi-Family Office (National) category. The awards are designed to recognize companies, teams and individuals that have ‘demonstrated innovation and excellence during 2014.'

“We are greatly honored to be on the Family Wealth Report Awards shortlist,” says Convergent’s Chief Sales and Marketing Officer Charles Winn, “This nomination is a reflection of the dedication and commitment the Convergent team demonstrates on a daily basis. Providing clients with outstanding service is, and has always been, our top priority.”

ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations. He said: “The firms who have been shortlisted are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. These awards will recognize the very best operators in the private client industry, with ‘independence,’ ‘integrity’ and ‘genuine insight,’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”

Winners will be announced at a gala awards dinner which will be held in New York on March 12, 2015 at the Mandarin Oriental.

About Convergent Wealth Advisors

Convergent Wealth Advisors is a recognized industry leader in wealth management, managing $8.6 billion in assets (as of September 30, 2014). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10 million 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 $32 billion in total assets (as of September 30, 2014), 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 $61.2 billion in client investment assets as of September 30, 2014. City National is the 25th largest American commercial bank by asset size. 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 has offices in Washington, DC, Los Angeles, New York, and Portland, OR.

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

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