Robert Dechellis

Advisory Board Member at Convergency Partners

Robert Dechellis is an advisory board member at Convergency Partners. Robert was previously the president of Lenox Wealth Advisors from May 2013 to April 2019, and the executive vice president from May 2013 to March 2018. Before that, they were the managing director, chief operating officer, and head of global corporate client group at Morgan Stanley from June 2009 to June 2010.

Robert Dechellis has an MBA in Finance from The Wharton School and a BA in Economics from the University of Pennsylvania. Robert is also certified by FINRA in Series 7.

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Dinkar Jetley

Advisory Board Member

Lawrence Bancroft

Advisory Board Member

Michael M. Carter

Advisory Board Member

Bo Lu

Advisory Board Member

Martin Beaulieu

Advisory Board Member

Brenna Garratt

Advisory Board Member

Jim Patrick

Advisory Board Member

Teams

+5

Board of Directors

8 members

Timeline

  • Advisory Board Member

    Current role