Friday, 30 January 2015
Last updated 20 min 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.
Jan 23 2015 | 1:00pm ET
In our new section, FINtech Focus, we will profile one of these firms each week. While fintech is a broad category, we will be focusing on firms that specifically cater to the alternative investment industry. Read more…