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

Finance

Convergency Partners

Convergency Partners' headquarters in Boston, MA, United States

Jeff Miller

Frank Porcelli

Dave Schrohe

Eric Hoerdemann

Dinkar Jetley

Lawrence Bancroft

Michael M. Carter

Robert Dechellis

Bo Lu

Martin Beaulieu

Brenna Garratt

Jim Patrick

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

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Convergency Partners

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Board & advisors

Teams

Advisory Team

Offices

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Convergency Partners

Org chart

Board & advisors

Teams

Advisory Team

Offices

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