Goldman Vet Winn Joins Convergent Wealth Advisors

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).


In Depth

Kettera Q&A: The Advantages of Alternative Investment Platforms

Oct 28 2016 | 5:52pm ET

The past several years have seen a distinct push towards easier and cheaper access...

Lifestyle

Midtown's Plaza District Fades As Manhattan Office Landscape Shifts

Nov 22 2016 | 6:32pm ET

Lower leasing costs, more efficient office space and the hope of projecting an image...

Guest Contributor

Nowhere to Hide: Why the Future of Asset Management Depends on Innovation

Nov 15 2016 | 6:55pm ET

Information technology has reshaped the asset management industry’s periphery,...

 

From the current issue of

Chicago-based independent futures brokerage and clearing firm R.J. O’Brien & Associates (RJO) has hired industry veteran Daniel Staniford as Executive Director, responsible for the firm’s institutional business development in New York and London.

AVAILABLE NOW at BARNES & NOBLE

NEWSTAND LOCATOR