Convergent Wealth Advisors has bolstered its presence in New York and Los Angeles by appointing Charlie Winn from Goldman Sachs as new managing director, strategic relationships.
In his new role, Winn will support and build relationships with clients and oversee the firm’s national business development efforts. In addition, Winn will divide his time between the firm’s New York and Los Angeles offices.
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Winn, with over 20 years of experience in financial services, will work with clients to create customized financial solutions through asset allocation, manager selection, performance analysis, and life and estate planning.
Dave Zier, CEO of Convergent, said: "We’re delighted to have attracted him with our entrepreneurial culture and ambitious growth plans. His contributions to our future will be significant and we are excited to welcome Charlie to Convergent."
Douglas Wolford, president and COO, Convergent said: "We plan to make other exciting announcements that will reinforce Convergent’s leadership across the full spectrum of holistic wealth management services for clients with US$1 million to those with more than US$1 billion."
Convergent advises over US$11 billion in assets as of 30 September 2013.
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