Elli Papayanopoulos

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Finance

Profilo

Prior to joining Convergent’s Los Angeles team in 2005, Ms. Papayanopoulos took a key role in developing the Portfolio Analysis Group, a team which delivered portfolio recommendations, analytics, and investment solutions to the Advisor teams directly servicing both Convergent’s existing and prospective clients.
Ms. Papayanopoulos earned a Bachelor of Science degree in Finance from the Smith School of Business at the University of Maryland in College Park, MD.
She holds the Financial Industry Regulatory Authority (FINRA) Series 65 license and is a member of the Investment Management Consultants Association (IMCA).
She also holds the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM and taught in conjunction with The Hass School, University of California – Berkeley.

Precedenti posizioni note di Elli Papayanopoulos

Società	Posizione	Fine
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.	Analyst-Equity	-

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