Monday, 30 November 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).
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…