Financial Services Professionals
Who worked in all segments of the industry and understand how decisions are made
Convergence was created to fill the void in data, research and analytics available to alternative investment managers, allocators and service providers. Convergence’s professionals are armed with daily data sets powered by industry leading technology and are at the forefront of industry issues impacting operational risk, infrastructure, best practices and transparency.
Founded in 2013 by C-Suite Executives who worked in many segments of the industry with successful track records at JPMorgan, Apollo Global Management, GlobeOp Financial, BISYS, Fidelity Alternative Investments, Bank of America, Arthur Andersen, KPMG, and MFS Investments, Morgan Stanley, Goldman Sachs, Credit Suisse, Fidelity/Pyramis, Citigroup/Legg Mason, and Tiger Management.
Convergence 10 Operating Principles
What sets us apart from other companies are our operating principles
Early detection business focus
We focus on the early detection and communication of business opportunities and insights by applying a daily monitoring and analytical culture.
Risk and compliance mitigation
We believe that most risk related losses can be managed, and our goal is to help identify and limit financial losses and reputational harm driven by non-investment and commercial risk.
Produce data and informational assets with meaning
Our data sourcing is continuous and includes multiple sources from which we create original content that we infuse with meaning. We hold ourselves to a greater than 95% data accuracy standard.
Leveraging our experience
We expect our clients to leverage our founders and senior leaders’ experience in all facets of operating financial services companies and who have led growth and risk management programs at the world’s leading asset management firms.
Continuous build of business rules and algorithms
275,000 lines of code have been written and over 350 proprietary algorithms developed that are trained to interact with our databases to identify opportunities for our clients.
Flexibility in our service delivery model
Our service delivery model is flexible and based on a “push-pull” approach based on our client’s needs for consuming data and content in multiple ways.
Use of data science
We identify “business events” in the market and use data science techniques to develop “signals” that we send to clients giving them a first-mover advantage.
Focus on education & thought leadership
We believe educated clients challenge us to be better each day. We provide initial and ongoing training to help clients use Convergence data and insights more effectively.
Listen to our clients
Our growing client list includes large and small firms who need “insights” to maximize top and bottom-line growth. Convergence delivers a steady stream of new insights, products and enhancements based on their feedback.
Your return on investment is important to us
We care about each dollar you spend with us and work to ensure that you achieve your goals with our data and create a positive return on investment. Convergence strives for long-term successful clients.
Convergence Leadership Team
John Phinney
Chairman/CEO
Co-founder of Convergence, John Phinney has overall responsibility for the company’s vision and operations. He previously held senior roles at firms such as Apollo Global Management and JPMorgan, and brings expertise in asset management operations and data strategy.
jphinney@convergenceinc.com
Phone 203-956-4824
George Evans
President/Chief Revenue Officer
Co-founder of Convergence, George Evans leads revenue generation, sales, and client relationships. He has a background in financial services marketing and has worked at institutions like JPMorgan and Prudential, focusing on growth and client development.
gevans@convergenceinc.com
Phone 215-704-7100
Warren Master
Chief Technology Officer/Head of AI Research and Development
Warren Master oversees Convergence’s technology platform and data science initiatives. He drives the development of the firm’s analytics tools, including the incorporation of artificial intelligence and machine learning to enhance predictive insights.
wmaster@convergenceinc.com
Phone 201-674-9175
David A. Etzbach
Managing Director/Head of Custodians and Allocators
David Etzbach manages the segment of Convergence’s business focused on serving custodial banks and allocator clients (institutional investors). He brings consulting and operational experience, ensuring the data and services meet the needs of asset owners and trust banks.
detzbach@convergenceinc.com
Phone 203-246-3357
George Gainer
Head of Client Management
George Gainer leads the client service and account management function. His role is to ensure client success and to incorporate client feedback into new product features. Gainer has a background in client relations within financial information services.
ggainer@convergenceinc.com
Phone 203-956-4824
Vidya Sagar Minukuri
Global Head of Data Science & Operations
Vidya S. Minukuri is responsible for the data operations team and the application of data science across Convergence’s products. Under his leadership, Convergence maintains its high data quality standards and develops new analytical models. He has expertise in quantitative analysis and previously worked in risk and operations roles.
vminukuri@convergenceinc.com
Phone 860-997-8782
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