WASHINGTON, D.C. – Convergent Wealth Advisors today announced that Executive Director Lori Van Dusen has been ranked #3 on Barron’s annual list of America’s Top 100 Women Financial Advisors. In addition to this prestigious ranking, Van Dusen has received many honors throughout her career, including being named the 2010 Nonprofit Consultant of the Year by Institutional Investor’s Foundation & Endowment Money Management. She also was ranked by Barron’s in 2011 as one of the nation’s Top 100 Financial Advisors and was included on their 2011 state-by-state ranking as a top advisor in the state of New York.
“We are proud to have one of the nation’s top female financial advisors on our team at Convergent,” said Douglas Wolford, president and chief operating officer of Convergent. “Honors such as this Barron’s ranking only serve to underscore our team’s commitment to providing our clients with outstanding service and innovative investment strategies.”
The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
Foundation & Endowment Money Management’s 2010 Nonprofit Awards for Excellence recognize consultants who stood out for their successes, achievements, and contributions over the past year. Winners were selected by the editorial team of Institutional Investor’s Foundation & Endowment Money Management newsletter following their industry-wide due diligence.
About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over
$14 billion in assets (as of March 31, 2011). Convergent provides investment consulting services and customized wealth management solutions, including advice on concentrated stock strategies, alternative investments, collateralized lending, specialty financings, and insurance and estate planning, to ultra-high net worth individuals, institutions, and family offices. Convergent is headquartered outside of Washington, D.C., with offices in Los Angeles, New York, Portland (OR), and Rochester (NY). 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.