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Nome | Título | Desde | Até |
---|---|---|---|
Justin Neuberg | Portfolio Manager, senior analyst | 2016 | 2019 |
Biografia | Justin Neuberg is 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. | ||
David J. Abitz | CIO (Chief Investment Officer) | 2013 | 2019 |
Biografia | 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 Chicago. |
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