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

This research addresses the key historical phases of Convergency Partners, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the Convergency Partners, including its number of offices.

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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