People Moves

Convergent Wealth Advisors Makes Senior Hire For Strategic Relationships

Austin Freitas December 5, 2013

Convergent Wealth Advisors Makes Senior Hire For Strategic Relationships

Convergent Wealth Advisors, a subsidiary of Convergent Capital Management, has appointed Charles Winn as managing director of strategic relationships.

Convergent Wealth Advisors, a subsidiary of Convergent
Capital Management, has appointed Charles Winn as managing director of strategic relationships.

Splitting
his time between New York and Los Angeles, Winn will be responsible for
supporting and broadening relationships with clients and "centers of influence,"
the company said in a statement. He is also charged with overseeing the firm’s
national business development efforts.

Previously
with Goldman Sachs, Winn has over 20 years experience in the financial services
industry.

As
of September 30, 2013, Convergent Wealth had over $11 billion
in assets under advisement. In October, Stephanie
Zaffos joined the firm as director of trust and
estate planning.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes