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David James Abitz
President at Convergence Investment Partners LLC
Network origin in David James Abitz first degree
Entity | Entity type | Industry | |
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Convergence Investment Partners LLC
![]() Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors.
7
| Holding Company | Investment Managers | 7 |
QIS Advisors LLC
![]() QIS Advisors LLC Investment ManagersFinance Founded in 2004 by David Abitz, Todd Hanson and David Schultz, QIS Advisors LLC is a registered investment advisor firm located in Mequon, Wisconsin with an additional office in San Marcos, California. They manage the QIS Long/Short Equity Fund LP.
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David James Abitz via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
FAIR ISAAC CORPORATION | Packaged Software | Corporate Officer/Principal | |
Rochester Christian University | College/University | Undergraduate Degree | |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Mariner Capital Ventures LLC
![]() Mariner Capital Ventures LLC Investment ManagersFinance Mariner Capital Ventures LLC seeks investment opportunities in companies located in the US. The fund targets companies operating in the fields of manufacturers, value-added distributors and services with revenues of less than $2 million and between negative to $0.5 million in EBITDA. It provides financing for incubation, seed, early and later stage capital requirements with investment size ranging from $100K to $1 million per investment. | Investment Managers | Corporate Officer/Principal | |
Mariner Private Equity LLC
![]() Mariner Private Equity LLC Investment ManagersFinance Mariner Private Equity LLC (Mariner Private Equity) is a private equity/venture capital subsidiary of Mariner LLC founded in 2006 by Martin Christopher Bicknell and Patrick G. Doherty. The firm is headquartered in Leawood, Kansas. | Investment Managers | Chief Executive Officer | |
Nuance Investments LLC
![]() Nuance Investments LLC Investment ManagersFinance Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and is owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds. | Investment Managers | Director/Board Member | |
Montage Seed Capital LLC
![]() Montage Seed Capital LLC Investment ManagersFinance Montage Seed Capital LLC operates as a private equity fund. The company is headquartered in Leawood, KS. | Investment Managers | Director/Board Member | |
Mariner Residential Recovery Fund A LLC
![]() Mariner Residential Recovery Fund A LLC Investment ManagersFinance Mariner Residential Recovery Fund LLC operates as a pooled investment fund. The company was incorporated in 2014 and is headquartered in Fairway, KS. | Investment Managers | Director/Board Member | |
University of Virginia | College/University | Undergraduate Degree | |
Bethel College (Tennessee) | College/University | Undergraduate Degree | |
Cardinal Stritch College | College/University | Corporate Officer/Principal | |
Marquette University | College/University | Undergraduate Degree | |
Palm Beach Atlantic University, Inc. | College/University | Undergraduate Degree | |
Pittsburg State University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Graduate Degree | |
Georgetown University | College/University | Masters Business Admin | |
The Civic Council of Greater Kansas City
![]() The Civic Council of Greater Kansas City Investment Trusts/Mutual FundsMiscellaneous The Civic Council of Greater Kansas City operates as a non-profit organization for private employers. It focuses on the support of members. The company is headquartered in Kansas City, MO. | Investment Trusts/Mutual Funds | Director/Board Member | |
Welton Investment Corp.
![]() Welton Investment Corp. Investment ManagersFinance Welton Investment Corp. provides investment advice. The company is based in Carmel, CA and has subsidiaries in Bermuda and United States. The company was founded in 1989 by Annette Johnston Welton, Patrick Welton. | Investment Managers | Private Equity Investor | |
Lyxor Asset Management LLC
![]() Lyxor Asset Management LLC Investment ManagersFinance Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts. | Investment Managers | Head-Equity Investments | |
Palmer Square Capital Management LLC
![]() Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles. | Investment Managers | Chief Executive Officer | |
CBIZ Wealth Management LLC
![]() CBIZ Wealth Management LLC Investment ManagersFinance Part of Norwegian Cruise Line Holdings Ltd., CBIZ Wealth Management LLC is a company that provides investment advice. The company is based in Cleveland, OH. CBIZ Wealth Management was acquired by Mariner LLC on January 03, 2011. | Investment Managers | Corporate Officer/Principal | |
Voloridge Investment Management LLC
![]() Voloridge Investment Management LLC Investment ManagersFinance Voloridge Investment Management LLC (Voloridge) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded by David Vogel in 2009. Voloridge provides discretionary investment advisory services to private funds organized as domestic or foreign private pooled investment vehicles. | Investment Managers | Director/Board Member | |
Montage Investments LLC
![]() Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Investment Managers | Chief Executive Officer | |
Flyover Capital Partners LLC
![]() Flyover Capital Partners LLC Investment ManagersFinance Flyover Capital Partners LLC (Flyover Capital Partners) is a venture capital subsidiary of Mariner LLC founded in 2014 by Keith Molzer and Thad Langford. The firm is headquartered in Overland Park, Kansas. | Investment Managers | Private Equity Investor | |
Mariner Piper Senior Living Fund LLC
![]() Mariner Piper Senior Living Fund LLC Investment ManagersFinance Mariner Piper Senior Living Fund LLC invests in companies located in the United States. The fund targets companies operating in the fields of manufacturers, value-added distributors and services. It provides financing for buyout transactions. | Investment Managers | Director/Board Member | |
MREM BOT Holdings LLC
![]() MREM BOT Holdings LLC Investment ManagersFinance MREM BOT Holdings LLC operates as a private equity fund. The company is headquartered in Leawood, KS. | Investment Managers | Director/Board Member | |
WBR LLC
![]() WBR LLC Investment ManagersFinance WBR LLC invests in companies located in the US. The fund targets companies operating in the fields of manufacturers, value-added distributors and services. It provides financing for buyout transactions. | Investment Managers | Director/Board Member | |
MREM Fairway Investors LLC
![]() MREM Fairway Investors LLC Investment Trusts/Mutual FundsMiscellaneous MREM Fairway Investors LLC operates as an investment holding company. The company is headquartered in Leawood, KS. | Investment Trusts/Mutual Funds | Director/Board Member | |
M-CMBS Opp. Fund LLC
![]() M-CMBS Opp. Fund LLC Investment Trusts/Mutual FundsMiscellaneous M-CMBS Opp. Fund LLC operates as an investment holding company. The company is headquartered in Leawood, KS. | Investment Trusts/Mutual Funds | Director/Board Member | |
Mrem Westport-HS LLC
![]() Mrem Westport-HS LLC Investment ManagersFinance Mrem Westport-HS LLC operates as an investment holding company. The company is headquartered in Fairway, KS. | Investment Managers | Director/Board Member | |
Nile Capital Group LLC
![]() Nile Capital Group LLC Investment ManagersFinance Nile Capital Group LLC (Nile Capital Group) is a private equity firm founded in 2014 by Melvin D. Lindsey, Richard Cambell Pell and Hien Nguyen Gerbereux. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
M-IV Lomita LLC
![]() M-IV Lomita LLC Investment ManagersFinance M-IV Lomita LLC operates as pooled investment fund. The company is headquartered in Fairway, KS. | Investment Managers | Director/Board Member | |
Mariner Wealth Advisors LLC
![]() Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | Chief Executive Officer | |
Adler Mechals Group
![]() Adler Mechals Group Investment ManagersFinance Part of Cascadia Advisory Services LLC, Adler Mechals Group provides investment advisory services. The company is based in McMinnville, OR. The company was founded by Martin Christopher Bicknell. Martin Christopher Bicknell has been the CEO since incorporation. | Investment Managers | Chief Executive Officer | |
University of Kansas Medical Center
![]() University of Kansas Medical Center Medical/Nursing ServicesHealth Services The University of Kansas Medical Center is a campus of the University of Kansas located in Kansas City, KS. It offers educational programs and clinical training through its schools of Health Professions, Medicine, Nursing, and Graduate Studies. The center operates multiple campuses throughout the state and provides quality, responsive services to underserved rural and urban communities. The center also hosts digital collections and databases to serve the research needs of students, researchers, and clinicians. Additionally, it offers international educational experiences that promote a diverse perspective and contributes to the cultural and economic well-being of the university, the state, and the nation. The Human Research Protection Program ensures the welfare of human subjects in research. | Medical/Nursing Services | Director/Board Member |
Statistics
International
United States | 47 |
Sectoral
Finance | 32 |
Consumer Services | 10 |
Miscellaneous | 4 |
Technology Services | 2 |
Health Services | 2 |
Operational
Director/Board Member | 16 |
Chief Executive Officer | 12 |
Corporate Officer/Principal | 11 |
President | 8 |
Undergraduate Degree | 7 |
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