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Name | Title | Since | Until |
---|---|---|---|
Justin Neuberg | Portfolio Manager, senior analyst | 2016 | 2022 |
Biography | 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) | 2009 | 2022 |
Biography | David J. Abitz, CFA, founded QIS Advisors, the predecessor firm to the Adviser, in 2004. Mr. Abitz has more than two decades of investment experience and is the President and Chief Investment Officer of the Convergence Investment Partners LLC. Prior to founding the Convergence Investment Partners LLC, Mr. Abitz was Chief Investment Officer of the Custom Quantitative Solutions Group at M&I Investment Management Corporation from 2000 to 2004, where he managed the Marshall Equity Income Fund, Tax Efficient Portfolios, M&I High Dividend Income Portfolios and the M&I Long/Short Fund. Mr. Abitz began his career at M&I Investment Management Corporation as a fundamental equity research analyst and an equity trader. Mr. Abitz is a Chartered Financial Analyst with a BBA 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, and the Chartered Financial Analyst (“CFA”) Society Society of South Florida | ||
Jonathan G. Franklin | Director of Research | 2009 | 2014 |
Biography | 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. Franklin has over 12 years of financial services experience and an extensive background in data management. Prior to joining Convergence, Franklin 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 experiences also includes the discovery and investigation of client data, the design of client databases and the implementation of those designs for client utilization. |
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