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.
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.
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.
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.