Convergence Financial

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Convergence Financial — overview

About

Convergence Financial is a US-based wealth manager and registered investment advisor. The firm provides investment advisory services to its clients on both discretionary and non-discretionary basis. It provides financial planning, retirement planning, estate planning, tax planning, trust planning, investment management, portfolio management and wealth management services to individuals, high-net-worth individuals, charitable organizations, corporations and business entities.

Convergence Financial - known decision makers (22)

Position	Location	Asset Class
Chief Compliance Officer & General Counsel	Columbia, US	RE
Chief Financial Officer	Columbia, US	RE
Director of Business Development	Columbia, US	RE
Director of Investments	Columbia, US	RE
Director of Marketing	Columbia, US	GEN

Showing 5 of 22 known decision makers Convergence Financial

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