Barron's Honors Two Convergent Advisors

Steve Lockshin #2 and Dave Zier #6 on Top Independent Advisor List

(firmenpresse) - WASHINGTON, DC -- (Marketwire) -- 08/28/12 -- announced that two of the firm's advisors were included on Barron's 2012 ranking of the nation's . Steve Lockshin, Convergent founder and Chairman, was ranked #2 and Dave Zier, Chief Executive Officer, was ranked #6. Notably, Convergent is the only firm with two advisors making it into the top ten of this ranking.

"This honor by Barron's is a testament to the dedication and commitment of all our employees," said Douglas Wolford, Convergent President & Chief Operating Officer. "Steve, Dave, and the entire Convergent team work tirelessly on behalf of our clients each and every day."

The Barron's ranking is based on assets under management, revenues the advisor generates for their firm and the quality of their practices.



is a recognized industry leader in wealth management, advising on over $10 billion in assets (as of June 30, 2012). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices.

™ is a division of Convergent focused on servicing clients with between $500,000 and $10 million in investable assets.

Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR. Convergent is a majority-owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation (NYSE: CYN), the parent company of City National Bank.







Laura Smith
301.998.0304

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Bereitgestellt von Benutzer: MARKETWIRE
Datum: 28.08.2012 - 21:58 Uhr
Sprache: Deutsch
News-ID 178431
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