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Dave Elliott
Career history of Dave Elliott
Former positions of Dave Elliott
Companies | Position | Start | End |
---|---|---|---|
Pricewaterhouse & Co. | Corporate Officer/Principal | - | - |
S&P GLOBAL, INC. | Corporate Officer/Principal | - | - |
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. | Compliance Officer | 2012-04-03 | - |
Director of Finance/CFO | 2012-04-03 | - |
Training of Dave Elliott
University of Virginia | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Director of Finance/CFO | 1 |
Sectoral
Commercial Services | 3 |
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
S&P GLOBAL, INC. | Commercial Services |
Private companies | 2 |
---|---|
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 |
Pricewaterhouse & Co. | Commercial Services |
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