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

Convergence Leadership Team


John Phinney

Phone 203-956-4824


George Evans

President/Chief Revenue Officer
Phone 215-704-7100


David A. Etzbach

Managing Director/Head of Custodians and Allocators
Phone 203-246-3357


George Gainer

Head of Client Management
Phone 203-956-4824


Vidya Sagar Minukuri

Global Head of Data Science & Operations
Phone 860-997-8782

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