Thursday, 26 November 2015
Last updated 19 hours ago
Oct 2 2013 | 11:21am ET
Stephanie Zaffos has joined Los Angeles-based Convergent Wealth Advisors as director of trust and estate planning.
Zaffos, a member of the California State Bar, has practiced estate and trust planning for almost 15 years at such firms as Venable, Proskauer Rose and Katten Muchin Rosenman.
In her new role at Convergent, Zaffos will serve as the firm’s estate planning expert, supporting ultra-high net worth clients.
Said Douglas Wolford, Convergent president and COO, in a statement: “Stephanie’s expertise is invaluable in today’s tax world filled with intricacies. We are thrilled to have her join our team of experts, further strengthening Convergent’s dedication to guide our clients to timely and meaningful wealth solutions.”
Convergent Wealth Advisors advises on over $11 billion in assets (as of June 30, 2013), providing investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10 million and more.
Convergent has offices in Washington, DC; Los Angeles; New York; and Portland, OR. The firm is a majority-owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation, the parent company of City National Bank.
Oct 21 2015 | 10:41am ET
One of the most unique charity benefits in the hedge fund industry, A Leg To Stand On's (ALTSO's) Hedge Fund Rocktoberfest - NYC, raised nearly $500,000 last Thursday thanks to the generous support of major sponsors and nearly 1,400 attendees from the Tri-State finance, business and hedge fund communities. Read more…