About
Get to know more about Convergency Partners
We utilize our experience and connectivity to accelerate business growth, develop business strategy and priorities, create new revenue streams, facilitate access to capital, and uniquely add value to our clients. We deliver more than just strategy - we drive growth by partnering with our clients to execute the plan, aligning our success to theirs.
Integrity and high ethical standards are our hallmarks. We strive to make a significant impact on the communities and industries where we live and work to generously serve those in need.
Marc has over 35 years of asset management, wealth management and financial services leadership experience.
Eric has been an investor for 25 years leading teams that have allocated billions of dollars to asset managers.
Thanh D. Hong is a seasoned wealth management technology leader with deep experience designing, building, and integrating platforms that drive advisor productivity and client outcomes.
Bill has had a distinguished 38-year career in the investment industry involving the management of global asset allocation, global currency, and US fixed income portfolios.
Eric is a seasoned financial services executive, board member, and strategic advisor with over 30 years of leadership experience in investment management, insurance, and retirement services.
Jeff has had a dynamic career as an operator and growth driver across the financial services ecosystem, both domestically and internationally, and has had executive roles in Asset Management, Wealth Management, Consulting, and Fintech.
Frank has had a distinguished career in asset management and wealth management. As head of BlackRock’s US Wealth Business, Frank grew assets under management from $250B to $1T.
Dave has amassed deep and broad wealth management industry experience in leadership roles at both RIAs and larger institutions, taking advantage of technology and innovation to improve everyone’s experience.
Brent is a seasoned legal and compliance executive with over three decades of experience advising top-tier financial institutions on regulatory, legal, compliance, and risk management matters.
