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
