Evercore Wealth Management Vet Joins Convergent

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.


In Depth

Q&A: Reg A+ Will Transform the Alternative Asset Landscape

Jul 7 2015 | 4:03pm ET

In addition to easing capital formation for small companies, Regulation A+ has enormous...

Lifestyle

Fiat Chrysler Files Paperwork For Ferrari IPO

Jul 23 2015 | 5:05pm ET

Italian sportscar maker Ferrari has taken a step closer to a stock market listing...

Guest Contributor

Lifting of Foreign Ownership Limits Signals Sea Change in Vietnam's Capital Markets

Jul 28 2015 | 3:01pm ET

The lifting of restrictions on foreign ownership limits in Vietnam later this year...

 

Editor's Note