John Workman
CHIEF INVESTMENT STRATEGIST

John Workman is the Chief Investment Strategist of Convergent’s Investment Strategy Group and is Chairman of Convergent’s Investment Committee, which focuses on developing the firm’s investment strategy, investment recommendations and portfolio implementation strategies.  He serves as the lead investment consultant for several of Convergent’s largest clients, providing highly customized asset management solutions for individuals, families, and foundations. As Chief Investment Strategist, John remains active in the investment manager research and evaluation process.

Prior to joining Convergent, Mr. Workman was the Director of Traditional Equity Research at Windermere Investment Associates, where he oversaw all research activities for traditional (long-only) equity and fixed income managers.

Mr. Workman earned a Bachelor of Sciences degree in Economics and a Bachelor of Arts degree in Business Administration, as well as a Master’s degree in Public Policy, from Pepperdine University. He holds the NASD Series 65 license and successfully completed the Investment Management Workshop for Senior Investment Professionals sponsored by the CFA Institute at Harvard University.

 

Jeff Marshall, CFA
DIRECTOR

Jeff Marshall is Director of Convergent’s Alternative Investment Strategies and is a member of the Investment Committee, which focuses on developing the firm’s investment strategy, investment recommendations and portfolio implementation strategies. He serves as the lead investment consultant for the firm’s alternative research-based clients and is the portfolio manager for a proprietary hedge fund of funds. In addition, Mr. Marshall oversees the overall activities of Convergent’s Research Group, including ongoing manager sourcing, due diligence, portfolio construction, and risk management across multiple hedge fund strategies.
 
Prior to joining the Convergent, Mr. Marshall was the Director or Research for Windermere Investment Associates.  Previous to this, he was a Senior Analyst in the Family Wealth Group at Sanford C. Bernstein, based in San Francisco, where he analyzed client portfolios, advised on single stock diversification and oversaw the asset allocation efforts for the firm’s high-net worth clients.
 
Mr. Marshall earned a Bachelor of Science degree in Finance from Bentley College, is a Chartered Financial Analyst, and holds the NASD Series 7 and 63 licenses. Mr. Marshall also sits on the advisory board of the Portland Hedge Fund Society.

 

Kurt Odegard
DIRECTOR

Kurt Odegard directs Convergent Wealth Advisors’ asset allocation and private equity research areas, and is also a member of the Investment Committee, which focuses on developing the firm’s investment strategy, investment recommendations and portfolio implementation strategies. In this capacity, he is responsible for developing and evaluating client policy portfolios as well as producing asset class return forecasts and quarterly economic commentary. He is involved in the creation and application of Convergent’s quantitative analytical models and programs used in implementing investment strategies for private, taxable, and sophisticated institutional investors. Additionally, Mr. Odegard oversees the selection of Convergent’s private equity managers and strategies, and assists in research and due diligence across multiple alternative investment strategies.

Prior to joining Convergent, Mr. Odegard held a similar role as Director of Asset Allocation of Private Equity with Windermere Investment Associates. He also was previously a member of the Loss Management Department for U.S. Bancorp. Mr. Odegard graduated with a B.S. in Finance from Oregon State University. He holds the NASD Series 65 license.