WASHINGTON, DC — (Marketwire) — 08/28/12 — announced that two of the firm-s advisors were included on Barron-s 2012 ranking of the nation-s . Steve Lockshin, Convergent founder and Chairman, was ranked #2 and Dave Zier, Chief Executive Officer, was ranked #6. Notably, Convergent is the only firm with two advisors making it into the top ten of this ranking.
“This honor by Barron-s is a testament to the dedication and commitment of all our employees,” said Douglas Wolford, Convergent President & Chief Operating Officer. “Steve, Dave, and the entire Convergent team work tirelessly on behalf of our clients each and every day.”
The Barron-s ranking is based on assets under management, revenues the advisor generates for their firm and the quality of their practices.
is a recognized industry leader in wealth management, advising on over $10 billion in assets (as of June 30, 2012). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices.
is a division of Convergent focused on servicing clients with between $500,000 and $10 million in investable assets.
Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR. 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.
Laura Smith
301.998.0304