Thursday, 30 March 2017
Last updated 3 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.