About

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.

Jeff Miller
Partner

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.

Frank Porcelli
Partner

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.

Dave Schrohe
Partner
We are senior operating executives who take a hands-on approach with clients in asset management, wealth management and fintech.

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.

Our Team
Partners
Peter Cieszko
Partner

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.

View Full Bio
Tom Corra
Partner

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.

View Full Bio
Eric Hoerdemann
Partner

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.

View Full Bio
Jeff Miller
Partner

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.

View Full Bio
Frank Porcelli
Partner

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.

View Full Bio
Dave Schrohe
Partner

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.

View Full Bio
Advisory Board Members
Our Advisory Board
Lawrence Bancroft
Advisory Board Member
View Bio
Martin Beaulieu
Advisory Board Member
View Bio
Michael M. Carter
Advisory Board Member
View Bio
Robert DeChellis
Advisory Board Member
View Bio
Brenna Garratt
Advisory Board Member
View Bio
Dinkar Jetley
Advisory Board Member
View Bio
Bo Lu
Advisory Board Member
View Bio
Jim Patrick
Advisory Board Member
View Bio
Strategic Partners
We leverage best in class specialist partners from our network to help our clients overcome the obstacles they face to their growth and continued innovation.
Brand & Positioning
Sustena

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.

Learn More
Technology Integration
Digital Financial

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.

Learn More
Broker Dealer
MiddleMarch Securities

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.

Learn More
Get in touch to start the discussion
Send us an Email