Our team’s experience spans decades of investing based on fundamental stock picking combined with advanced technology. Our principals have worked together for more than 20 years, and have more than a decade of skillful long/short experience.
David J. Abitz, CFA
David J. Abitz, CFA, founded QIS Advisors, the predecessor firm to Convergence Investment Partners, LLC, in 2004. Mr. Abitz has more than two decades of investment experience and is the President & Chief Investment Officer of Convergence. Prior to founding Convergence, David was chief investment officer of the Custom Quantitative Solutions Group at M&I Investment Management Corp. from 2000 to 2004, where he managed the Marshall Equity Income Fund, Tax Efficient Portfolios, M&I High Dividend Income Portfolios and the M&I Long/Short Fund. David began his career at M&I Investment Management Corporation as a fundamental equity research analyst and an equity trader.
David is a Chartered Financial Analyst with a bachelor’s degree in finance from the University of Wisconsin - Oshkosh and a master’s of business administration from the University of Wisconsin - Madison. He is a member of the Society of Quantitative Analysts, the Chicago Quantitative Alliance Group, and the CFA Society of Chicago.
Jonathan Franklin is a managing partner and the head of research at Convergence Investment Partners. His responsibilities cover all aspects of data management and data integrity, empirical research, and portfolio management. Jonathan has over 12 years of financial services experience and an extensive background in data management.
Prior to joining Convergence, Jonathan was a technical lead manager for Fair Isaac Corporation, where he gained experience utilizing various database management programming languages to extract, validate and transform data for client usage. His experience also includes the discovery and investigation of client data, the design of client databases, and the implementation of those designs for client utilization.
Jonathan has a bachelor’s degree in computer science and Spanish from Bethel College in St. Paul, Minnesota.
Todd Hanson, PMP, CSM
Todd Hanson is a managing partner and the director of technology at Convergence Investment Partners. He is also one of the founding partners of the firm. As the director of technology, Todd is responsible for overseeing all aspects of investment technology, systems integration and investment operations at Convergence. He brings to his role more than 23 years of investment technology experience.
Prior to joining Convergence, Todd was the vice president of technology at M&I Investment Management, a $17 billion investment advisory firm.
Todd has a bachelor’s degree in finance from Marquette University and a master’s degree in management information systems from the University of Wisconsin. He is a frequent speaker and adjunct professor of database strategies, programming and IT project management. Todd holds the Project Manager Professional designation, Certified Scrum Master designation and is a Microsoft Certified Professional in SQL development and deployment.
Justin Neuberg, CFA
Justin Neuberg is a managing partner and portfolio manager at Convergence Investment Partners. He is responsible for data management and data integrity, empirical research and portfolio management for each of the firm’s products. Justin also focuses on risk assessment and risk management within the firm’s portfolios. Justin has over 14 years of experience in the financial services industry and an extensive background in investment analytics.
Prior to joining the firm, Justin was an analyst and portfolio strategist at Mariner Wealth Advisors and CBIZ Wealth Management.
Justin has a bachelor’s degree in physics from the University of Virginia and a master’s of business administration degree with a concentration in finance from Georgetown University. Justin is a CFA charterholder and a member of the Chartered Financial Analyst Society of San Diego.
Jim Dwyer joined Convergence Investment Partners in 2016 as the Director of Client Relations/Client Portfolio Manager. Previously, Jim has been a strategic partner to the team at Convergence through his role as Regional Vice President at Montage Investments since 2011. In his role with Convergence Jim will continue to bring our investment strategies to partnering RIA’s, Family Offices, Institutions, and Consulting Firms.