Convergence Investment Partners, LLC

Convergence Investment Partners, LLC, located in Palm Beach Gardens, FL, is led by David Abitz, CFA®, who serves as the Chief Investment Officer. With a Master of Business Administration from the University of Wisconsin –Madison and a Bachelor of Finance from the University of Wisconsin -Oshkosh, Abitz has been in his current role since December 2008. As a Chartered Financial Analyst®, he upholds the CFA Institute's Code of Ethics and Standards of Professional Conduct. Abitz is responsible for investment decisions and performance at Convergence, where he oversees all investment advisory activities. Clients can reach him directly at (561) 494-8001. The firm does not disclose any disciplinary information, other business activities, or additional compensation related to Abitz. Clients can access more information about him on the SEC's website. Convergence Investment Partners, LLC, under Abitz's leadership, operates with a focus on providing investment advice in line with compliance policies and procedures.