About William D. Bancroft of CONVERGENT WEALTH
William D. Bancroft is Member / Chief Operating Officer at Convergent Wealth Advisors and has been affiliated with Convergent Wealth Advisors since December-2014.
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 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
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: N/A/yr
Co-workers of William D. Bancroft at CONVERGENT WEALTH
Name | Title | In Position Since |
---|
David B. Elliott | Chief Compliance Officer/Member | March-2007 |
David B. Elliott | Chief Financial Officer/Member | March-2007 |
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 |
Fundamental & Technical Factor Exposure
William D. Bancroft Office Address
12505 PARK POTOMAC AVE.
SUITE 400
POTOMAC, Maryland
UNITED STATES, 20854
SUITE 400
POTOMAC, Maryland
UNITED STATES, 20854
William D. Bancroft Contact Information
Phone Number: 301-770-6300
Fax Number: 888-444-6347
Website: null
Fax Number: 888-444-6347
Website: null
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