Neuberg joins Convergence from Mariner Wealth Advisors, where he played an active role in the development of investment strategy as a member of the firm’s allocation committee. Neuberg also served 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.
Mequon, Wis.-based Convergence Investment Partners uses quantitative tools to select investments, construct portfolios and manage risk for individuals, businesses, financial advisors and institutional investors.
Please send On the Move items to Kathy Lynch.