Convergency Partners:
A Leading Wealth Management Consulting Firm
Recently Released!!!
Date Published: May 9, 2022
Summary PowerPoint Deck: 39 Slides
Reference PowerPoint Deck: 39 Slides
Convergency Partners was founded by Paul Hatch, Jeff Miller, Frank Porcelli, & Dave Schrohe in 2020. The firm is based in Boston, MA. Convergency Partners has three offices. Convergency Partners is led by its Partners Peter Cieszko, Tom Corra, Eric Hoerdemann, Jeff Miller, Frank Porcelli, & Dave Schrohe. Its web site can be found at www.convergency-partners.com
This research addresses the key historical phases of Convergency Partners, including:
Its profile includes detailed outlines of its core services, including:
Date Published: May 9, 2022
Summary PowerPoint Deck: 39 Slides
Reference PowerPoint Deck: 39 Slides
Convergency Partners was founded by Paul Hatch, Jeff Miller, Frank Porcelli, & Dave Schrohe in 2020. The firm is based in Boston, MA. Convergency Partners has three offices. Convergency Partners is led by its Partners Peter Cieszko, Tom Corra, Eric Hoerdemann, Jeff Miller, Frank Porcelli, & Dave Schrohe. Its web site can be found at www.convergency-partners.com
This research addresses the key historical phases of Convergency Partners, including:
- Early Phase
- Middle Phase
- Recent Phase
Its profile includes detailed outlines of its core services, including:
- Wealth Management Advisory
- Investment Manager Advisory
- Financial Sponsor Advisory
- Capital
- FinTech & WealthTech
- Marketing
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
