MEQUON — Justin Neuberg has been hired by equity
manager Convergence Investment Partners as a senior analyst.
Neuberg, an experienced investment
professional with more than a decade of experience in the
financial services industry, was hired Thursday. He will be
responsible for data management and data integrity, empirical
research and portfolio management for each of the Convergence’s
products. He will also focus on risk assessment and risk
management within the firm’s portfolios.
Neuberg joins Convergence from Mariner Wealth
Advisors, where he played an active role in the development of
the firm’s investment strategy as a member of the Mariner Asset
His experience also includes serving as the
primary analyst supporting CBIZ Wealth Management’s national
investment platform and model portfolios, which included
individual bonds, exchange-traded funds, mutual funds and
separately managed accounts.
Neuberg has a bachelor’s degree in physics
from the University of Virginia, a master’s of business
administration degree from Georgetown University and holds the
Chartered Financial Analyst designation.
“We are very excited to welcome Justin to the
team,” said David Schulz, CFA, president of Convergence
Investment Partners. “His extensive experience as an analyst and
his particular focus on risk management make him an ideal
addition to the firm and an ideal advocate for our investors. I
look forward to his insight as we continue to develop and
enhance our investment solutions.”
Convergence manages several separately managed
account strategies as well as the Convergence Core Plus Fund,
which was given a 5-Star Overall Rating by Morningstar out of
1,355 funds in the Large Blend category as of December 31.