SOURCE: Convergent Wealth Advisors
WASHINGTON, DC--(Marketwire - Oct 3, 2012) - Convergent Wealth Advisors today announced that Denis O'Sullivan has joined Convergent as a Managing Director based out of the Company's Washington, DC headquarters. In this new role, Mr. O'Sullivan will be focused on business development in the DC area, but will continue to service clients nationwide.
"As Convergent continues to grow its business, one of our key strategies is hiring seasoned advisors who are ready to take their practices to the next level," said Douglas Wolford, Convergent's President & Chief Operating Officer.
Prior to joining Convergent, Denis spent two decades as a planner with The Mason Companies, both in the Washington metropolitan area and in San Francisco. While at Mason, Denis developed an expertise in managing pre-liquidity event planning. He worked closely with clients to help them manage their unique tax situations and achieve their investment goals.
"Convergent's caliber of client service and sophisticated, objective investment offering sets them apart from their competitors," said Mr. O'Sullivan. "I am excited to introduce my existing and new clients to this dynamic and growing firm."
About Convergent Wealth Advisors
Convergent Wealth Advisors 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.
Independence by Convergent™ is a division of Convergent focused on servicing clients with $500,000 and more 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.
Non-deposit investment products are not FDIC insured, are not deposits or other obligations of Convergent Wealth Advisors, are not guaranteed by Convergent Wealth Advisors and involve investment risks, including the possible loss of principal.