Thursday, 30 March 2017
Last updated 12 hours 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).