People Moves

Convergent Wealth Advisors Makes Senior Hire For Strategic Relationships

Austin Freitas 5 December 2013

Convergent Wealth Advisors Makes Senior Hire For Strategic Relationships

Convergent Wealth Advisors, a subsidiary of Convergent Capital Management, has appointed Charles Winn as managing director of strategic relationships.

Convergent Wealth Advisors, a subsidiary of Convergent Capital Management, has appointed Charles Winn as managing director of strategic relationships.

Splitting his time between New York and Los Angeles, Winn will be responsible for supporting and broadening relationships with clients and "centers of influence," the company said in a statement. He is also charged with overseeing the firm’s national business development efforts.

Previously with Goldman Sachs, Winn has over 20 years experience in the financial services industry.

As of September 30, 2013, Convergent Wealth had over $11 billion in assets under advisement. In October, Stephanie Zaffos joined the firm as director of trust and estate planning.

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