David Schulz

David Schulz founded QIS Advisors, the predecessor firm to Mequon-based Convergence Investment Partners. Previously, he was President and Chief Investment Officer of M&I Investment Management Corp., a $17 billion investment advisor. At M&I he was instrumental in forming mutual funds, securities lending and asset allocation programs for the firm.

Schulz has served as the director of fixed income for M&I and is a former Morningstar Five-Star Manager. He is a member of the Security Analysts Society of Milwaukee and a former trustee of Cardinal Stritch University. Schulz, a CFA, has patented one quantitative investment process and has another patent pending.