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Convergent Wealth begins to pick up the pieces after David Zier's death

The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford

Author Brooke Southall November 4, 2014 at 6:02 AM
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Doug Wolford: I believe that our full and fast response to this situation will in time become a model for the industry.

Dan Inveen

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Silver Lane

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Liz Nesvold

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David Zier

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Doug Wolford

Convergent

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FA Insight

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City National
Mentioned in this article:

Silver Lane Advisors
Mergers and Acquisition Firm
Top Executive: Elizabeth Nesvold

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