Wednesday, 27 August 2014
Last updated 14 hours ago
Jan 14 2014 | 10:50am ET
Nicole M. Cost has joined Convergent Wealth Advisors as managing director.
Cost, who joins the Manhattan office, comes to Convergent from Evercore Wealth Management, where she was managing director managing several hundred million dollars in client assets for approximately 62 high-net-worth relationships.
In her new role at Convergent, Cost is responsible for client service and business development, as well as engaging with strategic custodial relationships in the greater New York area.
“This year, the New York market is going to be a major strategic focus for Convergent,” said Douglas Wolford, Convergent president and COO, in a statement. “Nicole is both incredibly talented and has deep experience in building trusted relationships with clients. We’re delighted that Nicole will serve as the nucleus of a major New York presence for us.”
Convergent advises on over $11 billion in assets (as of September 30, 2013), providing investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10M and more.
Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR.
Aug 25 2014 | 11:21am ET
As many of you know, FINalternatives was recently acquired by the owners of Futures magazine, a firm called The Alpha Pages LLC. Today marks the soft-launch of a new sister site for both publications. As its name suggests, The Alpha Pages will cover all types of alternative investments, going far beyond the more well-known ones such as hedge funds and private equity. Read more…
Commodities/Futures magazine launched at the precipice of a revolution in the futures industry—really a revolution in the idea of risk management—that would move it from a small niche industry to ...