Wealth and Asset Management
City National sells off salvaged remains of Convergent Wealth Advisors
Maybe a multibillion-dollar AUM RIA could survive the departure of its founder and perhaps even the untimely death of his replacement. Sadly, that's not the case with Convergent Wealth Advisors. With its former CEO, David Zier, dead for almost two years and Steve Lockshin having moved on, it's become clear…
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