Sunday, 29 March 2015
Last updated 2 days ago
Dec 4 2013 | 10:55am ET
Goldman Sachs alumnus and 20-year industry veteran Charlie Winn has joined Convergent Wealth Advisors as managing director, strategic relations.
Winn will be responsible for supporting and broadening relationships with clients and overseeing the firm’s national business development efforts. He will divide his time between the firm's New York and Los Angeles offices.
Said Dave Zier, Convergent CEO, in a statement, “Charlie’s intelligence and energy will be greatly appreciated by our clients. 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.”
Convergent advises on over $11 billion in assets (as of September 30, 2013).
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
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…