Convergence Wealth Partners

Co-founders Steven Dimitriou and Chris Cannon oversee the firm's strategic direction, with President David Edwards leading day-to-day investment governance. Edwards joined in 2018 from Laird Norton Tyee, a $6 billion Seattle-based multi-family office, bringing institutional committee experience to Convergence's manager-selection process (per ThinkAdvisor, 2018). The firm's investment committee sources and monitors third-party managers across public and private markets.

The firm operates an open-architecture model, evaluating independent asset managers, hedge funds, and private equity general partners without proprietary fund affiliations. Sourcing relies on the senior team's relationships built during their Merrill Lynch tenure and Edwards' network from the institutional multi-family office channel. The firm does not manage in-house commingled vehicles, which it cites as a structural advantage in avoiding the conflicts of a proprietary product shelf.

It is a multi-family office and registered investment advisor serving multiple ultra-high-net-worth families. The firm was intentionally structured as an independent RIA from its founding in 2008, breaking from the Merrill Lynch private banking model specifically to serve multiple families under a fiduciary standard without institutional parent-company constraints (per Financial Planning, 2012).

Yes, the firm evaluates direct co-investment opportunities alongside its core fund-commitment activity when client scale and liquidity profiles permit. However, the firm's primary investment posture is as an allocator to third-party managers rather than a co-investment syndicate leader. Specific co-investment vehicles or named transactions have not been publicly disclosed.

Convergence Wealth Partners integrates philanthropic advisory and multi-generational wealth transfer planning into its core client offering. The firm assists families with structuring donor-advised funds and private foundations, though it does not operate a separate charitable entity of its own. This advisory layer is delivered alongside the investment program rather than outsourced to a third-party specialist.