Lydian Wealth Management Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family office experience and relevant services at a far lower cost than a full service, internal family office. 

Convergent provides a full scope of financial services on a bundled or unbundled basis:

1. Financial Planning 
2. Legacy Planning  
3. Investment & Portfolio Oversight 
4. Asset Management 

Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank.
 
Convergent is headquartered in the Washington Metro Area, with offices in New York City, Los Angeles, and Portland, OR.

Find Lydian Wealth Management employees' phone numbers or email addresses

Lydian Wealth Management Global Highlights

North America
35

United States Of America
35

Africa
1

Nigeria
1

Lydian Wealth Management's Leadership

D. Z.
Chief Executive Officer
Mobile Phone
Email
D. E.
Chief Financial Officer
Mobile Phone
Email
K. L.
Ceo
Mobile Phone
Email
M. H.
Administrative Director
Mobile Phone
Email
D. S.
Director
Mobile Phone
Email
J. S.
Director
Mobile Phone
Email
P. R.
Manager
Mobile Phone
Email
D. W.
Principal
Mobile Phone
Email

Contact profiles from Lydian Wealth Management

Name

Title

Contact Info

Location

Last Update

D. Z.
Chief Executive Officer
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 16, 2024
D. E.
Chief Financial Officer
Mobile Phone
Email
United StatesMaryland
Sep 26, 2023
K. L.
Ceo
Mobile Phone
Email
United States
Sep 11, 2025
M. H.
Administrative Director
Mobile Phone
Email
United StatesMaryland
Aug 08, 2025
D. S.
Director
Mobile Phone
Email
Oct 22, 2024
J. S.
Director
Mobile Phone
Email
United StatesMaryland
Aug 12, 2025
P. R.
Manager
Mobile Phone
Email
Oct 18, 2024
D. W.
Principal
Mobile Phone
Email
United StatesDistrict of Columbia
Feb 06, 2024
J. S.
Senior Associate
Mobile Phone
Email
Jan 20, 2023
T. F.
Senior Accountant
Mobile Phone
Email
United States
Oct 22, 2024

Frequently Asked Questions

What is Lydian Wealth Management known for?

Lydian Wealth Management was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 12505 Park Potomac Avenue Suite 400 Potomac, MD 20854 US; you can contact the main corporate office by phone at

+1-301-770-****

. Explore Lydian Wealth Management's company overview page for more information.

What is Lydian Wealth Management's most common email format?

Lydian Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lydian Wealth Management email formats with LeadIQ.

How many employees does Lydian Wealth Management have currently?

Lydian Wealth Management has approximately 51 employees as of September 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Lydian Wealth Management's key employees and leadership?

As of September 2025, Lydian Wealth Management's key employees include:

Chief Executive Officer: D. Z.
Chief Financial Officer: D. E.
Ceo: K. L.
Administrative Director: M. H.
Director: D. S.

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