David Mattia
Profile
Prior to joining Convergent in 2008, Mr. Mattia was with Citigroup Institutional Consulting for 18 years as a Director and Senior Vice President.
Mr. Mattia received his Bachelor's Degree from Syracuse University and holds the Investment Management Consultants Association’s Certified Investment Management Analyst (CIMA) designation, graduating from the program held at The Wharton School at The University of Pennsylvania.
He is also a member of the Investment Management Consultants Association (IMCA).
Mr. Mattia serves on the Board of Directors of Lifetime Assistance Inc., the largest agency in the Rochester area serving children and adults with developmental disabilities and is a member of the Finance Committee of that organization.
In addition, he assists the Gateway-Longview Foundation, a youth and family services organization in Buffalo serving disadvantaged children, as a member of their Planned Giving Committee.
Former positions of David Mattia
| Companies | Position | End |
|---|---|---|
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. | Corporate Officer/Principal | - |
Training of David Mattia
| Syracuse University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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