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 Abitz is the President & Chief Investment Officer of Convergence Investment Partners, LLC and founded QIS Advisors, the predecessor firm to Convergence, in 2004. David has over two decades of investment experience as a professional money manager. As head of the investment group, David has developed and refined the team’s proprietary stock ranking process that is anchored in the firm’s philosophy of differentiating stocks based on underlying company fundamentals. David’s investment discipline has been shaped by decades of experience in bottom-up stock selection in both long-short and long-only strategies. Prior to founding Convergence, David was Chief Investment Officer of the Custom Quantitative Solutions Group at BMO Investment Management (formerly M&I Investment Management Corp.) from 2000 to 2004, where he managed the Equity Income Fund, Tax Efficient Portfolios, and Dividend Income Strategies. David began his career in the early 90’s at M&I in Milwaukee, WI with diverse experiences as equity trader, equity research analyst, and co-fund manager. David is a Chartered Financial Analyst with a bachelor’s degree in finance from the University of Wisconsin - Oshkosh and an MBA from the University of Wisconsin - Madison. He is a member of the Society of Quantitative Analysts, the Chicago Quantitative Alliance Group, the CFA Institute and the local CFA Society of South Florida.
Justin Neuberg, CFA
Justin Neuberg is a managing partner and co-manager at Convergence Investment Partners, LLC for all the firm’s products. He joined the firm in 2013 and is actively involved in the day-to-day research, monitoring, and management of each of the investment products at Convergence. Justin oversees the ongoing research of factor effectiveness, portfolio exposures, and the empirical results for the company’s fundamentally-based products. In addition, Justin focuses on risk assessment and risk management for the various portfolio strategies. Justin has an extensive background in investment analytics and investment research. He has worked in financial services since 2002. Prior to joining the firm, Justin was an analyst and portfolio strategist at Mariner Wealth Advisors and CBIZ Wealth Management. During these years, he worked to develop a bond issuer scoring system which ranked over 400 corporate issuers on real-time financial statistics. Mr. Neuberg also developed a quantitative scoring system to rank global equity offerings based on company specific metrics for an Equity Income product, as the product’s lead analyst. Justin is a CFA charterholder with a bachelor’s degree in physics from the University of Virginia and an MBA (finance) from Georgetown University. He is also a member of the Chartered Financial Analyst Society of San Diego.
Bethanie Glawson, JD
Bethanie Glawson is the Legal Counsel and Chief Compliance Officer for Convergence Investment Partners. She maintains policies and procedures for the firm, researches and interprets new regulations, prepares required reporting for regulatory bodies, conducts staff training, and performs an annual review of the compliance program. She also advises the firm on general legal matters. She has worked with Convergence since 2015 and has served in the financial services industry since 2011. Bethanie has a Juris Doctorate from the University of Missouri, Kansas City and a Bachelors from Missouri Southern State University.
Todd Hanson, PMP, CSM
Todd Hanson is a managing partner and Chief Operating Officer at Convergence Investment Partners. He is also one of the founding partners of the firm. 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 BMO Investment Management (formerly M&I Investment Management Corp.), 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.
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.
Amy Schwalenberg is the Business Operations Manager at Convergence Investment Partners, LLC. Amy has been with Convergence since 2016 where she oversees daily client account maintenance, performance reporting, investment attribution, and data dissemination. Amy has worked in the financial services industry since 1998. Prior to Convergence, Amy held a similar role at Northwestern Mutual Life. She was also employed as a mutual fund accountant at Thrivent Financial and as a performance analyst for Robert W. Baird. Amy holds a BA in Business Administration with an emphasis in Finance from the University of Wisconsin – Whitewater.