Convergent Wealth Advisors Accelerates Growth in New York City

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Welcomes Wealth Advisor David Kelman

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I am eager to bring Convergent's holistic planning and sophisticated investment capabilities to current clients and new prospects.

David Kelman has joined Convergent Wealth Advisors in the company’s Manhattan office. As Managing Director, Mr. Kelman will continue to bring wealth management solutions to ultra-high net worth individuals and families in the greater New York City area in addition to working with clients nationally. As a wealth advisor, he is often sought after by affluent clients with entrepreneurial or financial services backgrounds that have complex wealth management challenges. He also has developed a core proficiency guiding affluent clients through situations of separation or divorce.

Mr. Kelman’s experience in financial services was gained from working on both Wall Street and Main Street. His career includes business development as Senior Vice President for Next Capital Management, as well as leading mergers & acquisitions initiatives with Bear Stearns, Donaldson Lukfin & Jenrette, and Credit Suisse First Boston. Additionally, showcasing his talents as an entrepreneur, Mr. Kelman has built and sold several successful businesses.

Mr. Kelman comments, “The Convergent wealth advisory story is exciting. I am eager to bring our holistic planning and sophisticated investment capabilities to current clients and new prospects. It is a wealth management solution designed for savvy people.”

Convergent’s Chief Sales and Marketing Officer Charles Winn states, “I believe the addition of David to the team will meaningfully expand the firm’s knowledge base. His talent working with successful business owners combined with his investment banking background will help add significant value to both Convergent and our clients.”

About Independence by Convergent™ and Convergent Wealth Advisors

Independence by Convergent™ is a division of Convergent focused on servicing clients with $1 million and more in investable assets. 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 $5 million and more.

City National Bank is backed by $32 billion in total assets (as of December 31, 2014), and provides banking, investment and trust services through 75 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 $60.8 billion in client investment assets as of December 31, 2014. 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)

Non-deposit investment products are not FDIC insured, are not deposits or other obligations of Convergent Wealth Advisors, are not guaranteed by Convergent Wealth Advisors 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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