George Dunn joined Convergent Wealth Advisors in 2008 in the firm’s Washington, DC headquarters. George, who is widely recognized as an industry leader, has over thirty years of experience in providing investment consulting services to both institutions and high net worth individuals and families. Prior to joining Convergent, George was with Citigroup/Smith Barney Institutional Consulting as a Managing Director, where he spent twenty nine years of his career.

George’s primary responsibilities at Convergent include providing customized investment solutions and comprehensive wealth plans to institutional investors, individuals and families. He also is helping lead the firm’s efforts to grow its institutional client base, both in the Washington, DC metropolitan area and nationwide. With his deep knowledge of alternative investments, George plays an integral role in Convergent’s research efforts. George is a member of Convergent’s Executive and Investment Committees and is an equity holder of the firm.

George has received many industry accolades, including most recently being ranked #9 in the state of Maryland on Barron's list of Top 1,000 Advisors (2010). George was also ranked #24 on Barron's 2009 list of the Top 100 Independent Financial Advisors and has been consistently named as one of America's Top 100 Financial Advisors by Barron's and Research Magazine (2004-2008). In addition, George has been recognized by Registered Rep as one of the country's top financial advisors from 2005-2008.

George is a founder and past president of the Association of Professional Investment Consultants (APIC), former president of the Investment Management Consultants Association (IMCA) and an inaugural member of the Who’s Who of Investment Management Consultants. George is a frequent speaker at investment conferences and symposiums on numerous topics, including alternative investments.

George is on the Board of Reference of The House, a faith-based organization that provides support to students in SE Washington, DC. Additionally, he has served as Chairman of the Investment Committee of the Washington Episcopal School.

George earned his Bachelor of Science degree from Georgetown University and holds the Investment Management Consultants Association’s Certified Investment Management Analyst (CIMA®) designation, graduating from the program held at The Wharton School at The University of Pennsylvania.