Convergent Wealth Advisors has appointed Denis O’Sullivan as a managing director, based at the firm's Washington, DC, headquarters.

While O’Sullivan will be focused on business development in the DC area, the firm said he will continue to service clients nationwide.

Prior to joining Convergent, O’Sullivan spent two decades as a planner with The Mason Companies, in the Washington metropolitan area and in San Francisco, CA. There, he gaiend experience in managing pre-liquidity event planning, while working with clients to help them manage their tax situations and investment goals.

In other moves at Convergent, at the end of June the firm promoted its executive vice president, David Zier, to chief executive, replacing the founder and CEO of eighteen years Steve Lockshin. The firm said at the time that Lockshin would retain his role as chairman, concentrating on working directly with new and existing clients, estate planning and “trying to effect change in the industry.”

Convergent Wealth Advisors advises on over $10 billion in assets, as at end-June. The firm provides investment consulting services and customized wealth management solutions to ultra high net worth individuals and family offices, with offices in Washington, DC, Los Angeles, New York, and Portland, OR.