Larry K. Miles

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Finance

Profilo

Mr. Miles joined Convergent in March 2010.
He earned a Bachelor of Arts degree from Amherst College and a Master of Science degree from the London School of Economics.
He holds the Investment Management Consultants Association's Certified Investment Management Analyst (CIMA) designation, graduating from the program administered by the Wharton School of the University of Pennsylvania, and holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

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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.	Direttore operativo	-

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