Profile
Scott Michael Larson worked as a Commercial Loan Specialist at Washington Mutual Bank and as a Research Analyst at WIA, Inc. He then worked at Convergent Wealth Advisors LLC from 2004 to 2017, where he held the position of Associate Portfolio Manager from 2012 to 2017.
Larson received his undergraduate degree from the University of Minnesota.
Former positions of Scott Michael Larson
| 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. | Portfolio Manager-Equities | 2017-02-28 |
Washington Mutual Bank
 Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Corporate Officer/Principal | - |
WIA, Inc.
 WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Corporate Officer/Principal | - |
Training of Scott Michael Larson
| University of Minnesota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
WIA, Inc.
WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Finance |
Washington Mutual Bank
Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Finance |
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