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

Q&A: Filippo Pignatti Morano On The Ultimate Alternative Investment...Classic Cars

Jan 29 2015 | 12:37pm ET

In 2011, Filippo Pignatti Morano launched a fund to invest in classic cars. FINalternatives...

Lifestyle

Looking For A Hedge Fund Manager? Try Davos

Jan 28 2015 | 8:48am ET

Davos, Switzerland seems to have become the hedge fund capital of the world—at...

Guest Contributor

Five Tips For Successfully Marketing Your Hedge Fund

Jan 30 2015 | 9:14am ET

When it comes to the hedge fund industry, the notion of “build it and it will...

 

Editor's Note