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
Dinkar Jetley
Advisory Board Member
Dinkar is a co-founder of Pivot Investments Partners, an investment firm of CEO-level operating executives who have grown and transformed financial services businesses around the world.
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Jim Patrick
Advisory Board Member
Jim has been with The Clark Estates, Inc. since 2020 where he is currently Senior Vice President and Director. The Clark Estates manages the business and financial affairs of the Clark family, co-founders of I.M. Singer & Company in 1850 (Singer sewing machine).
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Brenna Garratt
Advisory Board Member
As Sustena Group’s founder and CEO, Brenna leads multi-disciplinary teams to fulfill a wide range of strategic business-to-business brand development and go-to-market programs for their clients.
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