The Convergence Team

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 investment experience.

Melvin Lindsey, CFA

Partner / Chairman of the Board

David J. Abitz, CFA

Partner / President / CIO

Justin Neuberg, CFA

Partner / PM / Director of Research

John Callen, CFA

Partner / CCO

Todd Hanson, PMP, CSM

Partner / CTO

Amy Schwalenberg

Partner / COO

Scott H. Merkel, CFA

Partner / Portfolio Solutions

Henry Brandon

Partner / CFO

Hien Gerbereux

Partner / Institutional