Convergent Wealth Advisors has named David Kelman as new managing director for its Manhattan office.
In his new role, 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.
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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.
Kelman’s 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, Kelman has built and sold several successful businesses.
Kelman said: "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."
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By GlobalDataConvergent’s chief sales and marketing officer Charles Winn said, "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."
