David James Abitz

Mr. David J.
Abitz, CFA MBA, is a Partner, President & Chief Investment Officer at Convergence Investment Partners LLC.
He founded QIS Advisors, the predecessor firm to Convergence, in 2004.
David has over two decades of investment experience as a professional money manager.
As head of the investment group, he has developed and refined the team’s proprietary stock ranking process that is anchored in the firm’s philosophy of differentiating stocks based on underlying company fundamentals.
His investment discipline has been shaped by decades of experience in bottom-up stock selection in both long-short and long-only strategies.
Prior to founding Convergence, Mr. Abitz was Chief Investment Officer of the Custom Quantitative Solutions Group at BMO Investment Management (formerly M&I Investment Management Corp.) from 2000 to 2004, where he managed the Equity Income Fund, Tax Efficient Portfolios, and Dividend Income Strategies.
He began his career in the early 90’s at M&I in Milwaukee, WI with diverse experiences as equity trader, equity research analyst, and co-fund manager.
He is a Chartered Financial Analyst with a bachelor’s degree in finance from the University of Wisconsin - Oshkosh and an MBA from the University of Wisconsin - Madison.
He is a member of the Society of Quantitative Analysts, the Chicago Quantitative Alliance Group, the CFA Institute and the local CFA Society of Chicago.