Monday, 4 May 2015
Last updated 37 sec 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.
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…