Our Team

The Convergent Capital team has extensive experience and has developed relationships with money managers, making them uniquely qualified to understand the needs and concerns of these investment management professionals. The team has significant expertise in mergers and acquisitions and corporate finance.

Richard H. Adler, co-founder of CCM, brings to the Company 20 years of corporate finance and financial management experience, including seven years with the Company’s predecessor Hayes & Griffith, Inc., where he was responsible for corporate finance and M&A activities. Adler also was key to the firm’s mergers and acquisitions practice, and led Hayes & Griffith’s activities in the industry consolidation arena. Adler began his career at American National Bank & Trust Company of Chicago . Adler is a graduate of the University of Michigan and holds an MBA from Indiana University .

Jon C. Hunt serves as CCM’s Chief Operating Officer with responsibility for ensuring the continuing growth and success of CCM’s affiliates. He joined CCM from Northern Trust in 1998 where his 25 years’ experience in sales, marketing, product development and operations crossed three business lines–institutional investment management, master trust and treasury management. Most recently Hunt was senior vice president at Northern Trust Global Investments, during which the business grew from $40 billion in assets under management to close to $200 billion. Hunt is a 1973 graduate of Northwestern University (B.A., economics). He also holds an MBA (finance, marketing and accounting) from Northwestern’s Kellogg Graduate School of Management.

Gregory P. Francoeur, CPA, is CCM’s Chief Financial Officer and the Sr. Vice President, Segment Finance Manager for Wealth Management Services at City National Bank. Prior to joining CCM in 1997, Francoeur was a Senior Auditor in Price Waterhouse LLP’s Financial Services Industry Practice in Chicago where he provided audit services to hedge funds, registered investment advisers, broker-dealers, and futures commission merchants.  Francoeur graduated with honors from Indiana University - Bloomington with a BS in Accounting and received his MBA in Finance from the University of Chicago Graduate School of Business. 

Susan S. Rudzinski is CCM’s Compliance Director. Prior to joining CCM in 2006, Rudzinski had 20 years of experience in the investment advisory industry. Her background includes independent consulting work assisting investment advisors with compliance and operations matters and serving as Chief Compliance Officer and Operations Manager of The Burridge Group LLC, an institutional equity manager. Rudzinski graduated from Oberlin College and earned her J.D. with Honors from Chicago-Kent College of Law.

Linda Davis Taylor leads CCM Family Advisors division of CCM. Taylor was previously the CEO of Philip V. Swan Associates, a CCM affiliate in Pasadena, California, and currently serves as CEO of Clifford Swan Investment Counsel. Her prior experience includes twenty-five years in senior management positions in philanthropy and admissions for several distinguished educational institutions, including Amherst College, Claremont McKenna College, Scripps College, and Emory University. Taylor is also a trustee of a private family foundation. Taylor earned a BA from Emory University and attended the Emory University Graduate School of Business program in Executive Management. She is a trustee of The Thacher School in Ojai, California and is Chair of the Board of Scripps College in Claremont.

CCM Founders

H. Tom Griffith, CFA, co-founder of CCM and its predecessor, Hayes & Griffith, Inc., has over 40 years of experience in the financial services industry. He started as a financial analyst with a large brokerage firm and later joined Sara Lee Corporation where he participated in merger and acquisitions activity as well as the management of the pension and profit-sharing plans. In the late 60’s Griffith joined Laird Inc., a unique investment banking and institutional brokerage firm where he met Jim Hayes . In the early 70’s, they both joined Morgan Stanley where Tom continued his experience in institutional equity sales and sales management. In the early 80’s, Jim and Tom founded Hayes & Griffith, a boutique investment banking firm. Tom is a graduate of Northwestern University and is a Chartered Financial Analyst.

James E. Hayes is a co-founder of CCM and its predecessor, Hayes & Griffith, Inc. Hayes was first employed by Laird & Co., a well-known NYSE investment banking firm, in 1966. In 1972, he joined Morgan Stanley & Co. in New York , where he was involved in institutional sales, syndication and corporate finance before co-founding the investment banking firm of Hayes & Griffith, Inc. in 1983. Hayes is a graduate of Holy Cross College and has an MBA from the University of Michigan.