Convergent Wealth Advisors has named Charles Winn managing director of strategic relationships. Previously with Goldman Sachs, Winn is responsible for overseeing the firm’s national business development efforts. With over 20 years of experience in financial services, he will work with clients to create customized financial solutions through asset allocation, manager selection, performance analysis, and life and estate planning. Winn will split his time between Convergent’s New York and Los Angeles offices.
Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.
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