Nicole Cost has joined Convergent Wealth Advisors in the company’s Manhattan office as managing director.
Cost will be responsible for client service and business development, as well as engaging with strategic custodial relationships in the greater New York area.
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Prior to joining Convergent, Cost was managing director at Evercore Wealth Management, where she managed several hundred million dollars in client assets for approximately 62 high-net-worth relationships.
The addition of Cost further expands Convergent’s investment knowledge and servicing capabilities to current and future high net worth clients. In addition to trust and estate planning, one of Nicole’s distinct areas of expertise is working with successful women professionals in the creation and implementation of personal wealth plans.
Cost said: "There is a huge need for comprehensive wealth planning too few companies really focus on it and it’s exciting to combine my experience with a nationally recognized firm like Convergent. I am looking forward to leveraging the unique resources Convergent possesses."
Douglas Wolford, Convergent’s President and COO, said: "This year, the New York market is going to be a major strategic focus for Convergent. Nicole is both incredibly talented and has deep experience in building trusted relationships with clients. We’re delighted that Nicole will serve as the nucleus of a major New York presence for us."
