People Moves
Convergent Wealth Advisors Appoints Trust, Estate Planning Director
Stephanie Zaffos has joined Convergent Wealth Advisors as the firm’s director of trust and estate planning.
Zaffos has 15 years of industry experience - at firms including Venable, Proskauer Rose and Katten Muchin Rosenman - and specializes in estate planning for ultra high net worth clients.
Convergent Wealth Advisors advises on over $11 billion in assets (as of June 30, 2013). The firm provides investment consulting services and wealth management solutions to UHNW individuals and family offices with investable assets of at least $10 million.
Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR. The firm is a majority-owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation, the parent company of City National Bank.
