About

Get to know more about Convergency Partners

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.

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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.

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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.

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Bill Landes
Partner

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.

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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.

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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.

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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.

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Advisory Board Members
Our Advisory Board
Lawrence Bancroft
Advisory Board Member
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Martin Beaulieu
Advisory Board Member
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Michael M. Carter
Advisory Board Member
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Robert DeChellis
Advisory Board Member
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Brenna Garratt
Advisory Board Member
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Dinkar Jetley
Advisory Board Member
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Bo Lu
Advisory Board Member
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Jim Patrick
Advisory Board Member
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