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 |
| Andrew Butville | M | - |
The Pennsylvania State University
| 6 years |
| Curt Thompson | M | - |
The Pennsylvania State University
| 9 years |
| Daniel Slomski | M | - |
The Pennsylvania State University
| 14 years |
| Tom Kleban | M | - |
The Pennsylvania State University
| 11 years |
| Ik Kanu | M | - |
The Pennsylvania State University
| 6 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 |
| James Patrick McDermott | M | - |
The Pennsylvania State University
| 5 years |
| Jeremy Diem | M | - |
The Pennsylvania State University
| 4 years |
| Dawarit Tansuphasiri | M | - |
The Pennsylvania State University
| 4 years |
| 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 |
| 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 |
| Bell Matthew | M | - |
The Pennsylvania State University
| 5 years |
| 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 |
| Sandy Balkin | M | - |
The Pennsylvania State University
| 5 years |
| Wei Ping Ma | M | 62 |
The Pennsylvania State University
| 4 years |
| Shuo Zhang | F | 59 |
The Pennsylvania State University
| 1 years |
| Jon Eckhardt | M | - |
The Pennsylvania State University
| 4 years |
| Xumu Zhang | M | - |
The Pennsylvania State University
| - |
| Jon Moffett | M | - |
The Pennsylvania State University
| 4 years |
| Jason Thomas Pepe | M | - |
The Pennsylvania State University
| 4 years |
| Jennifer Moses | F | 49 |
The Pennsylvania State University
| 4 years |
| Timothy Chiodo | M | - |
The Pennsylvania State University
| 4 years |
| Jared S. Hawk | M | - |
The Pennsylvania State University
| 4 years |
| Bill Bucy | M | - |
The Pennsylvania State University
| 4 years |
| Tom Wilson | M | 46 |
The Pennsylvania State University
| 4 years |
| Melissa Calandruccio | F | - |
The Pennsylvania State University
| 4 years |
| Troy D. Brown | M | - |
The Pennsylvania State University
| 4 years |
| Nathan Houston | M | 48 |
The Pennsylvania State University
| 4 years |
| Wei Chen | M | 61 |
The Pennsylvania State University
| 1 years |
| Jennifer Lynn Pretzel | F | - |
The Pennsylvania State University
| 4 years |
| Mohamad Kaswani | M | - |
The Pennsylvania State University
| 3 years |
| David Lane | M | - |
The Pennsylvania State University
| 5 years |
| Betsy Barth | F | - |
The Pennsylvania State University
| 4 years |
| Brian Raudenbush | M | - |
The Pennsylvania State University
| 2 years |
| Robert Myers | M | - |
The Pennsylvania State University
| 4 years |
| Zhao Guo Zhang | M | 56 |
The Pennsylvania State University
| 3 years |
| Lisa Benson | F | - |
The Pennsylvania State University
| 4 years |
| Steve Piekara | M | - |
The Pennsylvania State University
| 5 years |
| Lee Kimball | M | - |
The Pennsylvania State University
| 5 years |
| Roland Fryer | M | - |
The Pennsylvania State University
| 3 years |
| Jessica Jacot | F | - |
The Pennsylvania State University
| 4 years |
| Courtney Guyer | F | - |
The Pennsylvania State University
| 4 years |
| Jay Studdard | M | - |
The Pennsylvania State University
| 4 years |
| Nader Maghsoudnia | M | - |
The Pennsylvania State University
| 4 years |
| Pat Holway | M | - |
The Pennsylvania State University
| 4 years |
| Ze Min Zhang | M | 57 |
The Pennsylvania State University
| 3 years |
| Yat Sing Choi | M | 42 |
The Pennsylvania State University
| 4 years |
| Jian Dong Ju | M | 60 |
The Pennsylvania State University
| 3 years |
| Michael Conley | M | - |
The Pennsylvania State University
| 4 years |
| Darren S. Prinz | M | - |
The Pennsylvania State University
| 4 years |
| Henry B. Swoope | M | - |
The Pennsylvania State University
| 4 years |
| Allen A. Chapracki | M | - |
The Pennsylvania State University
| 4 years |
| Todd Burnside | M | - |
The Pennsylvania State University
| 4 years |
| Jennifer Clark Boden | F | - |
The Pennsylvania State University
| 4 years |
| George Pratt | M | - |
The Pennsylvania State University
| 4 years |
| Terry W. Melton | M | - |
The Pennsylvania State University
| 3 years |
| Jacob Goldstein | M | - |
The Pennsylvania State University
| 4 years |
| Lee E. Friedman | M | - |
The Pennsylvania State University
| 4 years |
| Vince Mellet | M | - |
The Pennsylvania State University
| 4 years |
| Lee Calfo | M | 47 |
The Pennsylvania State University
| 4 years |
| Jeffrey N. Kleintop | M | - |
The Pennsylvania State University
| 2 years |
| Anthony King | M | - |
The Pennsylvania State University
| 4 years |
| Bruce Booth | M | 49 |
The Pennsylvania State University
| 4 years |
| Thomas Eugene Swaney | M | - |
The Pennsylvania State University
| 2 years |
| Kenneth G. Gau | M | - |
The Pennsylvania State University
| 4 years |
| Craig Robert Chobor | M | 52 |
The Pennsylvania State University
| 4 years |
| Chip Baird | M | 52 |
The Pennsylvania State University
| 4 years |
| Leon Arthur Root | M | - |
The Pennsylvania State University
| 4 years |
| Gretchen E. Regan | F | 52 |
The Pennsylvania State University
| 4 years |
| Graham B. Spanier | M | 75 |
The Pennsylvania State University
| - |
| Conrad Ciccotello | M | 64 |
The Pennsylvania State University
| 2 years |
| Karen Watters Gemmett | F | - |
The Pennsylvania State University
| 4 years |
| Greg Dracon | M | - |
The Pennsylvania State University
| 4 years |
| Amit Tyagi | M | - |
The Pennsylvania State University
| 2 years |
| Edward A. Sobota | M | - |
The Pennsylvania State University
| 4 years |
| Tim Everett | M | - |
The Pennsylvania State University
| 4 years |
| Brad Burke | M | - |
The Pennsylvania State University
| 4 years |
| Ian Harry Domowitz | M | 71 |
The Pennsylvania State University
| 3 years |
| Stephen Waltrich | M | - |
The Pennsylvania State University
| 4 years |
| Juan Mauricio Benavides Estévez-Bretón | M | 68 |
The Pennsylvania State University
| 4 years |
| Shawn Michael Gallagher | M | - |
The Pennsylvania State University
| 4 years |
| Devan Marshall | M | - |
The Pennsylvania State University
| 4 years |
| Richard Wilmot | M | - |
The Pennsylvania State University
| 2 years |
| Michael David Klick | M | - |
The Pennsylvania State University
| 4 years |
| Marc Selfon | M | - |
The Pennsylvania State University
| 4 years |
| Michael A. Mastropietro | M | - |
The Pennsylvania State University
| 1 years |
| Karen Manna | F | - |
The Pennsylvania State University
| 4 years |
| Igor Jablokov | M | - |
The Pennsylvania State University
| 6 years |
| Christian Marrone | M | - |
The Pennsylvania State University
| 4 years |
| Kevin Dyson | M | - |
The Pennsylvania State University
| 4 years |
| Jeffrey W. Acre | M | - |
The Pennsylvania State University
| 4 years |
| Scott Gallagher | M | - |
The Pennsylvania State University
| 4 years |
| Jóhanna Waagfjord | F | - |
The Pennsylvania State University
| 2 years |
| Michelle Marie McKeown | F | - |
The Pennsylvania State University
| 5 years |
| Conor Nelson | M | - |
The Pennsylvania State University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 98 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Scott J. Davis
- Personal Network
