Advisory Team

About

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.

Team members

Bo Lu

Advisory Board Member

Brenna Garratt

Advisory Board Member

Dinkar Jetley

Advisory Board Member

Jim Patrick

Advisory Board Member

Lawrence Bancroft

Advisory Board Member

Martin Beaulieu

Advisory Board Member

Michael M. Carter

Advisory Board Member

Robert Dechellis

Advisory Board Member