Get to know more about Convergency Partners
Prior to Convergency Partners, each of us as individuals have been sought-out to advise, invest, and help execute strategic projects on behalf of asset managers, wealth managers, private equity, venture, industry platform companies, as well as well-capitalized disruptive technology businesses entering our space. We are building an all-star team of partners.
We are operators and specialists in the asset management, wealth management and wealth tech ecosystems; we have sat in the same seats as our clients and faced the same issues; we focus relentlessly on execution and getting things done.
We are observing unprecedented changed in our industry, represented by the convergence of asset management, wealth management and technology. Our belief is that this convergence will continue to reshape the future of these industry segments. Our business is in helping clients adapt and take advantage of these changes.
After decades of building our reputations as capable, responsible and transparent leaders in financial services, it is important to us to work with clients and partners that reflect our values. Our partnership is built on comradery and mutual respect, and we serve our clients with that same spirit of friendship and trust.
In addition to our full-time Partners, we often work on specific engagements with a network of subject matter experts (SME’s) in order to supplement our own expertise.
Frank has had a distinguished career in asset management and wealth management. As Chairman of Blackrock’s US Wealth Advisory Business, Frank grew assets under management from $250B to $1T.
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.
Paul’s experience includes roles such as Vice Chairman for Morgan Stanley Global Wealth Management. At UBS, he was Group Managing Director, and Head of Investment Products and Services for the Americas.
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.
Eric has been an investor for 25 years leading teams that have allocated billions of dollars to asset managers. He has been at the forefront of investment technology, building extensive due diligence platforms.
Sustena is a B2B brand development and brand activation firm with a clear focus: helping portfolio companies of private equity firms engage their markets to improve their business value and increase stakeholder returns.
Digitial Financial, also known as DiFi, enables fully customized financial data, technology, and analytics solutions, anytime, anywhere for anyone. DiFi brings data together from any source in a fully-automated, accurate and scalable way allowing financial services businesses make things happen like never before.
MiddleMarch is a merchant banking firm that provides the capital raising and M&A advisory services of an investment bank and the investment capabilities of a private equity investor. Middlemarch focuses on financial services and has deep domain expertise in the specialty finance, financial technology, asset management, capital markets, transaction processing, and business services sectors.