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.
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.
Peter has had a successful career as a transformational leader with a proven record of driving dynamic turnarounds and creating innovative initiatives that achieve profitable and sustainable growth.
Tom has over 25 years of broad leadership experience across asset management, fintech, and consulting. He has a long track record of driving growth and profitability through market-focused strategy development and execution, and a strong reputation as a trusted strategic and financial advisor.
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.
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 Chairman of BlackRock’s US Wealth Advisory 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.
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.
Digital 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.