Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Stuart Gabriel | M | 70 |
UCLA Anderson School of Management
| 17 years |
| C. Kumar N. Patel | M | 85 |
University of California, Los Angeles
| 24 years |
| Albert Carnesale | M | 87 |
University of California, Los Angeles
| 27 years |
| Chandrashekhar J. Joshi | M | - |
University of California, Los Angeles
| 26 years |
| Michael J. Berchtold | M | 60 |
UCLA Anderson School of Management
| 17 years |
| Frank Litvak | M | - |
University of California, Los Angeles
| 24 years |
| Gregory Lynn | M | 59 |
University of California, Los Angeles
| 24 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jeff Marshall | M | - |
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. | 13 years |
| Sheila O'Halloran | F | - |
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. | - |
| Ronald Gerard Albahary | M | - |
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. | - |
| Edward Fan | M | - |
University of California, Los Angeles
| 5 years |
| Duncan Earl Rolph | M | - |
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. | 3 years |
| John Thomas Elmes | M | - |
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. | 1 years |
| Steven David Lockshin | M | - |
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. | 22 years |
| Joshua A. Dean | M | - |
University of California, Los Angeles
| 7 years |
| Riccardo Boscolo | M | - |
University of California, Los Angeles
| 5 years |
| George A. Dunn | M | - |
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. | - |
| Justin M. Sobaje | M | - |
University of California, Los Angeles
| 5 years |
| Matt MacKenzie | M | - |
University of California, Los Angeles
| 7 years |
| Wing Cheung Hwang | M | 48 |
University of California, Los Angeles
| 6 years |
| Allan Meyer | M | - |
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. | - |
| David Robert Zier | M | - |
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. | 16 years |
| Lori Ann van Dusen | F | - |
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. | 3 years |
| Allison Winn Kaplan | F | - |
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. | - |
| Scott A. Henry | M | - |
University of California, Los Angeles
| 2 years |
| Mark Kelly | M | - |
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. | - |
| Larry K. Miles | M | - |
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. | - |
| Brian Lowery | M | - |
University of California, Los Angeles
| 5 years |
| Bryan Scordamaglia | M | - |
UCLA Anderson School of Management
University of California, Los Angeles
| - |
| Elemer Piros | M | - |
University of California, Los Angeles
| 8 years |
| Michael M. Kagawa | M | - |
University of California, Los Angeles
| 18 years |
| Furmanski Chris | M | - |
University of California, Los Angeles
| - |
| David Charles Kahn | M | 72 |
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. | 7 years |
| Kessler Pedro | M | - |
UCLA Anderson School of Management
| 2 years |
| Ursula Ster | F | - |
UCLA Anderson School of Management
University of California, Los Angeles
| 6 years |
| Benjamin Shapiro | M | 40 |
University of California, Los Angeles
| 4 years |
| Francina Mendoza | F | - |
University of California, Los Angeles
| 4 years |
| Amir Chaudhri | M | - |
University of California, Los Angeles
| 4 years |
| Naseem Sayani | F | - |
University of California, Los Angeles
| 4 years |
| Jonathan Gary | M | - |
University of California, Los Angeles
| 3 years |
| Shirley Lee | F | - |
University of California, Los Angeles
| 4 years |
| Morris Rafi | M | - |
University of California, Los Angeles
| 4 years |
| Jeffrey Goldman | M | - |
University of California, Los Angeles
| 3 years |
| Tricia A. Fahnoe | F | - |
University of California, Los Angeles
| 2 years |
| Sasha Goodman | M | - |
University of California, Los Angeles
| 4 years |
| HUI JONATHAN | M | - |
University of California, Los Angeles
| 5 years |
| Larry Larson | M | - |
University of California, Los Angeles
| 2 years |
| Nerissa Reed | F | - |
University of California, Los Angeles
| 2 years |
| Iman Navi | M | - |
University of California, Los Angeles
| 4 years |
| Hiu Tung Cheng | M | 47 |
University of California, Los Angeles
| 4 years |
| Wen Gang Lin | M | 47 |
University of California, Los Angeles
| 4 years |
| Samir M Patel | M | - |
University of California, Los Angeles
| 4 years |
| Wan Yee Chui | M | 45 |
University of California, Los Angeles
| 4 years |
| Mengqiu Wang | M | - |
University of California, Los Angeles
| 1 years |
| Melissa K. Rowe | M | - |
University of California, Los Angeles
| 3 years |
| Ealing Jahn | M | - |
University of California, Los Angeles
| 4 years |
| Louis Italo Farano | M | - |
University of California, Los Angeles
| 2 years |
| Nicole Prado | F | - |
University of California, Los Angeles
| 4 years |
| Chris Thornberg | M | - |
University of California, Los Angeles
| 6 years |
| Min-Soo Kim | M | - |
University of California, Los Angeles
| 4 years |
| Don Hoang | M | - |
University of California, Los Angeles
| 4 years |
| Narman Murtaza | M | - |
University of California, Los Angeles
| 4 years |
| Alya H. Hidayatallah | F | 48 |
University of California, Los Angeles
| 4 years |
| Anicia Mendez | F | - |
University of California, Los Angeles
| 5 years |
| Augustin Araya | M | - |
University of California, Los Angeles
| 4 years |
| Venant Chiang | M | 47 |
University of California, Los Angeles
| 4 years |
| Christian Chan | M | - |
University of California, Los Angeles
| 4 years |
| Michael J. Sammis | M | - |
University of California, Los Angeles
| 2 years |
| Winn Hong | M | 54 |
University of California, Los Angeles
| 1 years |
| Sheetal Duggal | M | - |
University of California, Los Angeles
| 3 years |
| Sam W. Peng | M | - |
University of California, Los Angeles
| 4 years |
| Joseph Wu | M | - |
University of California, Los Angeles
| 4 years |
| Vimal Patel | M | - |
University of California, Los Angeles
| 2 years |
| Joanna K. Grzeskowiak | F | - |
University of California, Los Angeles
| 4 years |
| Matt Balaker | M | - |
University of California, Los Angeles
| 4 years |
| Mark Heller | M | - |
University of California, Los Angeles
| 2 years |
| Ashok S. Ramji | M | - |
University of California, Los Angeles
| 5 years |
| Stephen W. Lyford | M | 51 |
University of California, Los Angeles
| 2 years |
| Alan Edward Muschott | M | - |
University of California, Los Angeles
| 3 years |
| Charles E. Young | M | 92 |
University of California, Los Angeles
| - |
| Andy Hargreaves | M | - |
University of California, Los Angeles
| 4 years |
| George Kase | M | - |
University of California, Los Angeles
| 5 years |
| Jason Medbury | M | - |
University of California, Los Angeles
| 4 years |
| Bruce D. Seder | M | - |
University of California, Los Angeles
| 4 years |
| Daniele Beasley | F | - |
University of California, Los Angeles
| 3 years |
| Sanjay Sabnani | M | 52 |
University of California, Los Angeles
| 4 years |
| Sean Murray McDonald | M | - |
University of California, Los Angeles
| 2 years |
| Sriram Viswanathan | M | - |
University of California, Los Angeles
| 2 years |
| Yun Gang Lu | M | 60 |
University of California, Los Angeles
| 3 years |
| William Perry Faust | M | - |
University of California, Los Angeles
| 3 years |
| Matt Alan Sonnen | M | - |
University of California, Los Angeles
| 4 years |
| Paul B. Thomas | M | - |
University of California, Los Angeles
| 5 years |
| Raymond Barrios | M | - |
University of California, Los Angeles
| 4 years |
| Alexander N. Macleod | M | - |
University of California, Los Angeles
| 4 years |
| Stephen Burns | M | - |
University of California, Los Angeles
| 7 years |
| Jed W. Lassere | M | - |
University of California, Los Angeles
| 4 years |
| Marcelo Choi | M | - |
University of California, Los Angeles
| 5 years |
| Jay Daniel | M | - |
University of California, Los Angeles
| 2 years |
| Julie E. Croner | F | - |
University of California, Los Angeles
| 2 years |
| Faizal Kassamali | M | - |
University of California, Los Angeles
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Erik Paul Gulsrud
- Personal Network
