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Convergent Wealth Advisors
About the Company
Financial Service
Portland, OR
Employees
16
Job Titles
13
Description
None available.
Popular Employees
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Aaron Mirandon
Associate Portfolio Manager
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Charles Winn, CFA
Managing Director - Strategic Relationships
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Erik Gulsrud
Associate Director
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Gabriel Decker, CFP´┐¢, CIMA´┐¢
Associate Director
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John Workman
Chief Investment Strategist
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Mindy Day-Hodges
Director
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Sisi Tran
Director of Trust & Estate Planning
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Matthew Steiger
Associate Director
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Dave Zier
CEO
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Jessica Saunders, SPHR
Director of Human Resources
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Company Summary
Address
121 SW Morrison St # 925
Portland, OR 97204
Industry
Financial Service
Estimated Revenue
5M - 20M
Company Size
51-200 employees
Website
convergentwealth.com
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