Convergency Partners focuses on wealth management, investment, capital, fintech and marketing consulting services.

Finance

Convergency Partners

Convergency Partners' headquarters in Boston, MA, United States

The New York office focuses on leadership and strategic partnerships, driving growth and client relationships in a major financial hub.

New York

Jeff Miller

Frank Porcelli

Eric Hoerdemann

Dave Schrohe

Dinkar Jetley

Lawrence Bancroft

Michael M. Carter

Robert Dechellis

Martin Beaulieu

Brenna Garratt

Jim Patrick

Bo Lu

The Advisory Team at Convergency Partners provides strategic guidance and expert recommendations across wealth management, investment strategies, capital allocation, fintech innovation, and marketing tactics, helping clients navigate complex financial landscapes and achieve their goals.

Advisory Team

This department focuses on establishing and nurturing strategic alliances and partnerships.

Partnership Development

This department focuses on developing and overseeing strategies related to distribution and commercial partnerships.

Commercial Strategy

This department manages employee relations, recruitment, and organizational development.

Convergency Partners

Org chart

Board & advisors

Teams

Advisory Team

Partnership Development

Commercial Strategy

Human Resources

Offices

Convergency Partners

Org chart

Board & advisors

Teams

Advisory Team

Partnership Development

Commercial Strategy

Human Resources

Offices

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