David R Zier

Privately owned City National, based in Los Angeles, bought Convergent in 2007. The bank's wealth management division has about $61.2 billion in assets under management, according to a bank spokeswoman. Barron's had named Zier the No. 5 top independent investment advisor this year. Dave Zier joined Convergent Wealth Advisors as one of the company’s first employees in 1998 and since that time has played an integral role in the growth and success of the firm. In 2012, Dave was appointed Chief Executive Officer of the firm. Dave earned two Bachelor of Science degrees from the Virginia Polytechnic Institute and State University, one in Finance and one in Management Information Systems. Dave is survived by his fiancé, Jennifer Ann Caugh; his parents, Robert Eugene Zier and Martha Fowler Zier; his children; Kenna Elizabeth Zier and Cameron Fowler Zier; and their mother Tara Lowe Zier; his sister Heather Knowles Strauch, her husband Henry Joseph Strauch and their three children, Benjamin Roy, Anson Irving and Nathaniel Issac.