Evercore Wealth Management Vet Joins Convergent

Jan 14 2014 | 11:50am 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.


In Depth

Q&A: Decathlon Capital On Revenue-Based Alternative Lending

Oct 30 2017 | 3:49pm ET

The explosion in private credit activity since the end of the financial crisis is...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

CAIS: How Technology is Disrupting the Alternative Investment Industry

Nov 7 2017 | 5:35pm ET

If there’s one thing that alternative investment professionals can agree on, it...