Profilo
Mr. Dave R.
Zier is Chief Executive Officer at Convergent Wealth Advisors LLC.
Since that time has played an integral role in the growth and success of the firm.
As CEO, he serves as the firm’s chief visionary helping to lead and inspire employees toward a compelling future.
He also continues in his investment advisory role, working closely with many of the firms largest and most complex clients.
Before joining Convergent in 1998, Mr. Zier co-founded JZA Development Corporation, a successful entrepreneurial venture that specializes in franchising and developing small businesses.
He also ran an investment partnership and has more than 15 years of experience in the financial markets.
Mr. Zier earned two Bachelor of Science degrees from Virginia Polytechnic Institute and State University, one in Finance and one in Management Information Systems.
He holds the Investment Management Consultants Association'sSM Certified Investment Management AnalystSM designation and the Financial Industry Regulatory Authority Series 7 and 63 licenses.
Precedenti posizioni note di David Robert Zier
Società | Posizione | Fine |
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Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Amministratore Delegato | 31/10/2014 |
Formazione di David Robert Zier
Virginia Polytechnic Institute & State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
- Borsa valori
- Insiders
- David Robert Zier