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Wrong Albert Girod?

Albert E. Girod

Partner

Convergent Wealth Advisors

HQ Phone:  (301) 770-6300

Email: a***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Convergent Wealth Advisors

12505 PARK POTOMAC AVE

Potomac, Maryland,20854

United States

Company Description

Convergent is an industry pioneer in the integration of asset allocation with estate, tax, and investment policy planning. With our approach to asset allocation within wealth management, we employ a rigorous analytical process in evaluating a wide range of pot...more

Background Information

Employment History

Founding Shareholder and Vice President of Software Development

SEI Investments Company


Founder and Managing Partner

SSL Services


Partner and Vice President of Software Development

CDA Investment Technologies Inc.


Managing Partner

Nutra Star Solutions, LLC


Director

Phase 5 Group Inc


Managing Partner

IPV Limited


Founder and Chief Executive Officer

FIS


Affiliations

University System of Maryland

Board Member


EDGAR Online Inc

Board Member


Financial Insight Systems , Inc.

Founder


Home

Board Members Board of Directors


Education

bachelor's degree

Business Administration

Villanova University


Web References(21 Total References)


www.ConvergentWealth.com

Albert Girod
PRESIDENT As President of Convergent Wealth Advisors, Albert Girod is responsible for improving the operational efficiency of the company through the implementation of technology solutions. Albert began his career in the financial information industry in 1975 at SEI Corporation (Nasdaq:SEIC) where he served as VP of Software Development. He joined CDA Investment Technologies Inc in 1984 as a partner and VP of Software Development. CDA was acquired by The Thomson Corporation in 1987 where he remained as CEO until 1995. Albert formed Financial Insight Systems Inc., a web-based application service provider servicing Wall Street and the financial community where he remained as President until 2002. Albert graduated from Villanova University with a bachelor's degree in Business Administration. He is a leader in the business community serving on numerous boards of both private and public corporations.


www.ConvergentWealth.com

Albert Girod
President


www.ConvergentWealth.com [cached]

Albert Girod
PRESIDENT


www.ConvergentWealth.com [cached]

Albert Girod
PRESIDENT


www.usmf.org [cached]

Home Board Members Board of Directors Albert E. Girod
Albert E. Girod Albert E. Girod Founder and Managing Partner SSL Services Mr. Girod began his professional career in the financial information industry in 1974 at SEI Corporation (Nasdaq:SEIC), Wayne, PA where he served as a founding shareholder and VP of Software Development. SEI is a leading provider of outsourced asset management, investment processing and investment operations solutions. He co-developed what was at that time the first online, real-time, interactive trust accounting and investment processing system called Trust-Aid. Mr. Girod then joined CDA Investment Technologies Inc. in Silver Spring, MD in 1984 as a partner and VP of Software Development where he was responsible for transforming the company from print-based products and services to an electronic-based information company. CDA was a provider of institutional ownership information and portfolio performance analytics. CDA was acquired by Thomson Financial, a division of Thomson Reuters (NYSE:TRI) in 1987 where he remained as CEO until 1995. During that time, he acquired nine companies and expanded CDA's business internationally. In 1995, Mr. Girod formed Financial Insight Systems Inc (FIS) in Rockville, MD, a web-based application service provider and information company servicing Wall Street and the financial community. FIS developed and managed the web-based information portals for many financial institutions including the Nasdaq Stock Market. Additionally, FIS developed and managed the information system which fed company fundamental and financial data to the Nasdaq's Listing and Qualification system. FIS was acquired by EDGAR Online (Nasdaq:EDGR) in 2000 where he served on the Board and remained as President until 2002. In 2005, Mr. Girod joined Convergent Wealth Advisors in Rockville, MD as a partner and served as President until 2010. Convergent is an independent Wealth Advisory firm that provides wealth management services with over $10.1 billion in assets under advisement. Convergent, which was acquired by City National Bank (NYSE:CYN) in 2006, pioneered the open architecture investment approach which is now standard practice in the industry. Today, Mr. Girod serves as Founder and Managing Partner of SSL Services in Potomac, MD. SSL is in the business of managing patents and intellectual property. Additionally, he is an active investor in numerous information-based ventures; a founding investor in Congressional Bank, a Potomac, MD-based community bank; and has served on numerous boards of both private and public corporations. Mr. Girod received a B.S. in Business Administration from Villanova University in Villanova, PA.


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