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Albert E. Girod
Director/Board Member at
The University of Maryland Foundation, Inc.
Profile
Prior to joining Convergent Wealth, Mr. Girod 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.
He began his career in the financial information industry in 1975 at SEI Corporation 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.
Mr. Girod 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.
Albert E. Girod active positions
| Companies | Position | Start |
|---|---|---|
The University of Maryland Foundation, Inc.
 The University of Maryland Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation that advocates and supports the advancement of public education | Director/Board Member | - |
Former positions of Albert E. Girod
| Companies | Position | End |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | President | 31/08/2010 |
CDA Investment Technologies
 CDA Investment Technologies Publishing: NewspapersConsumer Services Publishes newspapers, periodicals, books and on-line services | Corporate Officer/Principal | 01/01/1995 |
Financial Insight Systems, Inc.
 Financial Insight Systems, Inc. Information Technology ServicesTechnology Services Develops Internet-based financial and business system solutions | Founder | - |
Training of Albert E. Girod
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
81
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Financial Insight Systems, Inc.
Financial Insight Systems, Inc. Information Technology ServicesTechnology Services Develops Internet-based financial and business system solutions | Technology Services |
CDA Investment Technologies
CDA Investment Technologies Publishing: NewspapersConsumer Services Publishes newspapers, periodicals, books and on-line services | Consumer Services |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Finance |
The University of Maryland Foundation, Inc.
The University of Maryland Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation that advocates and supports the advancement of public education | Miscellaneous |
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