CONVERGENCE INVESTMENT PARTNERS, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 148472). Regulatory assets under management: $523.6M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| Melvin Duane Lindsey | MANAGING MEMBER | — |
| David James Abitz | PRESIDENT AND CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Todd John Hanson | CHIEF TECHNOLOGY OFFICER | — |
| Justin Evans Neuberg | PORTFOLIO MANAGER | — |
| John Christopher Callen | CHIEF COMPLIANCE OFFICER | — |
| Henry Jefferson Brandon | CHIEF FINANCIAL OFFICER | — |
| Huyen Kim Gerbereux | DIRECTOR | — |
| Amy Kristina Abitz Schwalenberg | CHIEF OPERATING OFFICER | — |
| Kenneth Paul Lenhart | SECRETARY | — |
| GALLAGHER MARK JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| SCHULZ DAVID WALTER | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| ABITZ DAVID JAMES | CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| BICKNELL MARTIN CHRISTOPHER | CEO; CHIEF EXECUTIVE OFFICER; ELECTED MANAGER (+3 more) | — |
| MANNING STEPHANIE LEANN | CHIEF COMPLIANCE OFFICER | — |
| MAYER BRADLEY EUGENE | CHIEF COMPLIANCE OFFICER | — |
| FREEMAN WILLIAM ALLEN | TRUSTEE | — |
| PERRY BRADEN MARTIN | CHIEF COMPLIANCE OFFICER | — |
| VOHLAND CHERYL RENEE | CHIEF COMPLIANCE OFFICER | — |
| VOHLAND CHERYL R | CHIEF COMPLIANCE OFFICER | — |
| PLEVIAK ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
| HANSON TODD JOHN | CHIEF OPERATING OFFICER; CHIEF TECHNOLOGY OFFICER; DIRECT OF QUANTITATIVE TECHNOLOGY (+1 more) | — |
| FRANKLIN JONATHAN GERALD | DATABASE MANAGEMENT; DIRECTOR OF RESEARCH; PORTFOLIO MANAGER, SENIOR ANALYST | — |
| GERBEREUX HUYEN KIM | DIRECTOR | — |
| LINDSEY MELVIN DUANE | MANAGING MEMBER; OFFICER; OWNER | — |
| DORIAN ANNE JENELLE PLEVIAK | CHIEF COMPLIANCE OFFICER | — |