Convergent Wealth Advisors' former chairman, Steve Lockshin, was one of the investors in an outside fund run by the firm's late CEO -- a fund that Convergent officials say is under investigation by regulators and the FBI.
Convergent CEO (and longtime Lockshin friend) David Zier committed suicide on Oct. 15, after learning of the outside investigation into "irregularities" at the ZAM fund, which Zier had run for years as an outside business activity.
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