About David B. Elliott of CONVERGENT WEALTH

David B. Elliott is Chief Compliance Officer/Member at Convergent Wealth Advisors and has been affiliated with Convergent Wealth Advisors since March-2007.

Convergent Wealth Advisors is an investment advisor that manages 8.2 BN dollars in regulatory AUM and has 67 employees, of which 42 perform investment advisory functions. The managers's latest filing has disclosed 442MM in positions, which represents 5% of the manager's regulatory AUM.

For more on Convergent Wealth Advisors including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

CONVERGENT WEALTH StockAlpha

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Co-workers of David B. Elliott at CONVERGENT WEALTH

Name Title In Position Since
Steven D. Lockshin Member / Board Member March-2007
William J. Freeman Director May-2007
Douglas L. Wolford Member / Chief Executive Officer July-2010
Richard S. Gershen Chairman Of The Board February-2011
Michael J. Pagano Board Member April-2013
William D. Bancroft Member / Chief Operating Officer December-2014

Fundamental & Technical Factor Exposure

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David B. Elliott Office Address

12505 PARK POTOMAC AVE.
SUITE 400
POTOMAC, Maryland
UNITED STATES, 20854

David B. Elliott Contact Information

Phone Number: 301-770-6300
Fax Number: 888-444-6347
Website:

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