Chief Technology Officer · Convergence Investment Partners, LLC
Todd J. Hanson
CRD 1910727 · Named on Form ADV at one SEC-registered adviser
At a glance
Convergence Investment Partners, LLC, an SEC-registered asset manager based in Palm Beach Gardens, FL with $524 million in regulatory assets, lists Todd J. Hanson on its Form ADV as Chief Technology Officer, a control person.
Firms and roles
- Convergence Investment Partners, LLCChief Technology OfficerAsset manager · Palm Beach Gardens, FL · $524M in regulatory assets
AtlasMembers
Todd’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- David J. AbitzPresident and Chief Investment Officer, Convergence Investment Partners, LLC
- Justin E. NeubergPortfolio Manager, Convergence Investment Partners, LLC
- Huyen K. GerbereuxDirector, Convergence Investment Partners, LLC
- John C. CallenChief Compliance Officer, Convergence Investment Partners, LLC
- Amy K. Abitz SchwalenbergChief Operating Officer, Convergence Investment Partners, LLC
1 more person named with Todd on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.