We have a long track record of working together serving families, and building wealth advisory businesses that put clients’ interests first.
Washington, DC (PRWEB) July 08, 2015
Convergent Wealth Advisors is pleased to announce that wealth advisors Sheila Stinson, CFP® and Michael Slud, CFA®, CFP® have joined the firm as Managing Directors. Together, they bring decades of wealth management experience to Convergent clients and significantly expand the firm’s multi-family wealth offering.
As Managing Director, Ms. Stinson will provide comprehensive planning and advice to Ultra-High Net Worth families. In addition, she will be integral to the firm’s wealth education and governance efforts. Ms. Stinson’s experience in creating dynamic family meetings and advancing financial conversations with multiple generations will be valuable in fostering family harmony and helping families preserve their wealth. She will also focus on working with women on their wealth and well-being.
“I am so pleased to be joining a firm where advisors provide objective advice and focus primarily on serving the client,” said Ms. Stinson. “I am also excited to be working with John Elmes again. John is a dynamic leader and together with the strong leadership and advisor teams at Convergent, I am confident our clients will receive the advice and resources necessary to solve their complex needs.”
In his role as Managing Director, Mr. Slud will focus on delivering goals-based investment strategies that integrate with a comprehensive financial plan. With more than 20 years of investment expertise, Mr. Slud utilizes a team approach to advance client wealth plans.
“Aligning with clients’ financial and lifestyle objectives is key to driving a long-term, successful relationship,” said Mr. Slud. “Convergent is committed to a client-first model. They have a supportive financial partner in City National Bank, yet maintain independence in order to bring boutique attention to each family.”
“I am delighted to be working closely with Mike and Sheila again,” stated Mr. Elmes, Convergent’s President. “We have a long track record of working together serving families, and building wealth advisory businesses that put clients’ interests first.”
“To have two such talented professionals on board will further drive Convergent’s bright future,” said CEO Douglas Wolford. “Mike and Sheila are used to working as a team, and they are excited to be working alongside the rest of the Convergent team. This further cements our leadership in the wealth management industry, especially here in the greater DC area.”
About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, managing $6.4 billion in assets (as of March 31, 2015). 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. 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 March 31, 2015), 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 $62 billion in client investment assets as of March 31, 2015. 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(dot)Wolford(at)ConvergentWealth(dot)com
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, LLC, which is a subsidiary of City National Corporation (NYSE:CYN), the parent company of City National Bank.