Profil
Mr. Padgett joined Convergent Wealth Advisors in 2004.
Before joining Convergent, he spent ten years in private practice advising family offices and families of significant wealth and complexity.
He previously was a partner at the law firm of Kozusko Lahey Harris, LLP, in Washington, DC, focusing on domestic and international tax matters and trusts and estates law.
Mr. Padgett earned a Bachelor of Arts degree, with distinction, from Cornell University and a Juris Doctor degree from Vanderbilt University, where he was a member of the Vanderbilt Journal of Transnational Law.
He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 and the Certified Investment Management Analyst, CIMA, designation.
Anciens postes connus de Miles C. Padgett
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 31/08/2010 |
Formation de Miles C. Padgett
| Cornell University | Undergraduate Degree |
| Vanderbilt University | Graduate Degree |
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| Entreprise privées | 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 |
