![Brian Vowinkel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brian Vowinkel
Profile
Before joining Convergent in March 2010, Mr. Vowinkel worked on Wall Street at the investment management division of Goldman Sachs, where he had been recruited during his Harvard MBA program.
Prior to that, he served as an officer in the U.S.
Army, leading people and managing resources in postings around the world.
Mr. Vowinkel earned a Masters in Business Administration from Harvard Business School and graduated from the United States Military Academy at West Point with a degree in engineering and history.
He holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses.
Former positions of Brian Vowinkel
Companies | Position | End |
---|---|---|
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. | Investment Committee Member | - |
Training of Brian Vowinkel
Harvard University | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Brian Vowinkel