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About Us

Founded in 2013, Convergence is a growth company that has created an entirely new platform comprising (1) data, (2) research and analytical products, and (3) surveillance / monitoring services all providing transparency into the infrastructure of the alternative asset management industry.

Core data sourced from regulatory filing and other public sources, enriched by Convergence to provide original insights into the business operations of the entire registered investment advisor universe.

Experienced senior leadership team of industry practitioners with proven ability to execute on continuous product development, sales execution, scaling technology, and metric-based financial planning and management.

The Convergence Advantage

Our Expert Team

John Phinney

Chairman & Co-President
  • Apollo Funds: CFO/COO
  • Rohatyn Group: CFO/COO
  • JPMorgan [Various Divisions]: CFO
  • Fidelity Alternative Investments: Director of Operations

George Evans

Co-President
  • Gladstone Associates: Managing Director
  • GlobeOp Financial, Outsource Partners International, BISYS Financial Services: Global Head of Business Development
  • JPMorgan Investor Services: Senior Vice President
  • The Prudential: Assistant Treasurer

Joseph Dello Russo

Senior Managing Director
  • Various Early Stage Technology Ventures in Boston MA: Investor, Advisor and CFO
  • MFS Investment Management: CAO/CFO, Executive Committee
  • The Boston Company (BNY/Mellon): Director of Mutual Fund Services
  • The Boston Company (BNY/Mellon): Senior Vice President and Controller
  • Arthur Andersen & Co.: Audit Manager

John Pethtel

Chief Technology Officer
  • Bank of America: Equities Reference Data and Client Delivery Head
  • Merrill Lynch: Portfolio Risk Analytics Technology Head
  • ITG: Senior Product Manager Reference Data
  • Nicholas Applegate: Reference Data Head

George Gainer

Managing Director, Operations & Administration
  • Gravitas: Finance & Business Performance Analyst
  • Apollo [through Gravitas]: Business Analysis & Reporting
  • Iron Mountain: Acquisition Accounting Manager
  • KPMG: Transaction Services Manager
  • Deloitte: Audit Senior Staff
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Convergence Data & Research
Convergence provides unprecedented TRANSPARENCY and INSIGHTS into what is taking place DAILY in an industry that has gone mainstream. See how our data and research will optimize your business model. Contact us to set up a demo today!