Mike Wohl

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Wohl joined Convergent in 2007.
He graduated from Amherst College where he double-majored in Economics and Spanish and was an All American Soccer player.
He holds the Investment Management Consultants Association’s (IMCA) Certified Investment Management Analyst (CIMA) designation, graduating from the program held at The Wharton School of the University of Pennsylvania.
He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

Precedenti posizioni note di Mike Wohl

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	17/09/2010

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Formazione di Mike Wohl

Amherst College

Undergraduate Degree

Esperienze
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Inattive

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Aziende private

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Società collegate

Aziende private	1
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