Advisory Board Member

Martin Beaulieu

About Martin
Martin brings more than 36 years of financial services and investment industry experience to Convergency Partners.

From 2012 through 2015, Martin was the Head of Retail iShares U.S. with BlackRock, the largest asset management firm in the world with $6.3 trillion under management. Martin’s primary responsibility with BlackRock was leading the iShares distribution team across all domestic retail channels. Previous to joining BlackRock, Martin was Vice Chairman and Head of Global Distribution with MFS Investment Management, the ~$450 billion Boston-based investment management firm. Martin earned his bachelor’s degree from Santa Clara University.

Martin serves as a board member with CircleBlack, an online financial data aggregation and empowerment platform for financial advisors, as well as an advisory board member of Vestigo Ventures, a venture capital firm headquartered in Cambridge, MA, which focuses its investments on early stage financial technology companies.

Some Other Advisory Board Members
Robert DeChellis
Advisory Board Member
Robert DeChellis has spent his entire career dedicated to providing products and solutions through advisers that secure and improve the financial outcomes for their clients. 
View Full Bio
Michael M. Carter
Advisory Board Member
Michael M. Carter is a serial technology and fintech software entrepreneur and angel investor who is best known for being the founder and CEO of BizEquity, the worlds largest provider of online and cloud-based business valuation data and services.  
View Full Bio
Lawrence Bancroft
Advisory Board Member
Lawrence is a respected strategist and industry adviser. He has spent his career driving diversity, equity and inclusion in the asset management industry, mentoring, backing and incubating multiple asset managers and individual investments. 
View Full Bio
Get in touch to start the discussion
Send us an Email