Gregory Blake has joined Convergent Wealth Advisors as a Director in the Company’s Washington, DC headquarters. In this new role, Blake will focus on expanding Convergent’s presence in the Washington, DC and Baltimore metropolitan areas.
"Convergent has grown significantly over the past several years, with assets under advisement now totalling over USD14 billion," says Steve Aucamp, executive director of Convergent’s Ultra-High Net Worth Group. "We are confident Greg will help us continue our growth trajectory and further strengthen our presence in the Washington, DC and Baltimore metropolitan areas."
Blake says: "Convergent is an industry leader both in terms of its innovative investment solutions and commitment to client service and I look forward to joining their team."
Prior to joining Convergent Wealth Advisors, Blake was Vice President at Bernstein Global Wealth Management where he advised high net worth families and institutions on investment planning and strategy. He received his Bachelor of Science degree in Economics from the US Naval Academy and his Master of Business Administration from Santa Clara University and served five years in the US Marine Corps as both Lieutenant and Captain.