Convergent Wealth begins to pick up the pieces after David Zier's death
The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford
Author Brooke Southall November 4, 2014 at 6:02 AM
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Mentioned in this article:
Silver Lane Advisors
Mergers and Acquisition Firm
Top Executive: Elizabeth Nesvold
