Steve Lockshin Ranked #19 Among the Nation's Top 100 Financial Advisors
WASHINGTON, April 22, 2009 (GLOBE NEWSWIRE) - Barron's has named Steven D. Lockshin, Convergent Wealth Advisors' founder and CEO, to its annual list of America's Top 100 Financial Advisors. Lockshin was ranked 19th on the list. Convergent is one of only ten Registered Investment Advisors to be included on this list - and the only Registered Investment Advisor ranked from the Washington DC metropolitan area.
"This honor reflects the dedication and hard work performed each day at Convergent Wealth Advisors on behalf of our clients," said Lockshin.
The rankings take into consideration the volume of assets overseen by the advisors and their teams, the revenues generated by the advisors and the quality of the advisors' practices. As stated by Barron's, "The 100 advisers in Barron's annual listing are certainly managing to stand out. Hailing from big brokerage houses, banks and independent firms, these pros and their teams are overseeing huge amounts of client assets - in some cases, tens of billions - and following the industry's best practices."
Barron's also noted that although Convergent's Managing Directors George Dunn and Lori Van Dusen made the 2008 Top 100 list, they were not eligible this year because they have been with Convergent for less than one year. Dunn and Van Dusen have been long time recipients of various Barron's recognitions, including this honor.
ABOUT CONVERGENT WEALTH ADVISORS
Convergent Wealth Advisors is an industry leader in wealth management, advising on nearly $10 billion in assets. 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 over 380 high net worth individual, institutional and family office relationships. Convergent is headquartered outside of Washington, DC, with offices in Atlanta, Los Angeles, New York, Philadelphia, Portland (OR), Rochester (NY) and Seattle. 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.
The foregoing information is provided as a courtesy to our clients and friends of City National Bank (CNB) for their consideration. Unless otherwise stated, opinions expressed are those of the respective authors and not necessarily those of CNB. The information is provided without warranty and no recommendation or endorsement by CNB is intended or should be inferred unless specifically stated.
City National Bank is a subsidiary of Royal Bank of Canada
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