AeroLeads people directory · profile
Mike Jervis, Cfa Email & Phone Number
Senior Director, Head of Client Consultants - North America
at
Confluence
1 work email found
@styleresearch.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Director, Head of Client Consultants - North America
Location
Boston, Massachusetts, United States
Company size
Who is Mike Jervis, Cfa? Overview
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Quick answer
Mike Jervis, Cfa is listed as Senior Director, Head of Client Consultants - North America at Confluence, a company with 913 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at styleresearch.com and a matched LinkedIn profile for Mike Jervis, Cfa.
Mike Jervis, Cfa previously worked as Head of Client Consultants - North America at Confluence and Senior Director, Head of North American Client Success at Investment Metrics. Mike Jervis, Cfa holds Mba, Finance from Suffolk University - Sawyer Business School.
Company email context
Email format at Confluence
This section adds company-level context without repeating Mike Jervis, Cfa's masked contact details.
*@styleresearch.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mike Jervis, Cfa. Compare company email patterns before reaching out.
Profile bio
About Mike Jervis, Cfa
Mike Jervis, Cfa is a Senior Director, Head of Client Consultants - North America at Confluence. He possess expertise in mutual funds, equities, asset management, portfolio management, business development and 7 more skills.
Listed skills include Mutual Funds, Equities, Asset Management, Portfolio Management, and 8 others.
Current workplace
Mike Jervis, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Confluence
7 roles · 38 years
Mike Jervis, Cfa work experience
A career timeline built from the work history available for this profile.
Head Of Client Consultants - North America
CurrentWe are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.
Jan 2022 - Present
Senior Director, Head Of North American Client Success
Style Analytics, acquired by Investment Metrics in 2021 is a global software provider for investment professionals. We enable asset owners, consultant and asset managers to build objective and comprehensive factor analysis on markets, peers and portfolios.By creating transparency through factor exposures - the systematic drivers of portfolio risk and.
Jul 2006 - Dec 2021
Senior Portfolio Analyst
Fidelity Management & Research
1998 - 2006
~8 yrs
Vice President, Senior Consultant
Advest Custom Consulting
Dec 1997 - Dec 1998
Associate Consultant / Director Of Mutual Fund Research
Evaluation Associates
Aug 1996 - Dec 1997
Accounting & Administration
Plymouth Rock Assurance Corporation
1988 - 1996
~8 yrs
Team & coworkers
Colleagues at Confluence
Other employees you can reach at confluence.com. View company contacts for 913 employees →
NM
Nathan Messer
Colleague at ConfluenceLondon, England, United Kingdom, United Kingdom
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KA
Katie Abbott
Colleague at ConfluenceGreater Pittsburgh Region, United States
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PR
Prakash Rana
Colleague at ConfluenceBengaluru, Karnataka, India, India
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LD
Lisa Duntz
Colleague at ConfluenceUnited States, United States
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RS
Rashmi Saini
Colleague at ConfluenceHaryana, India, India
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DO
Dominique O'Shea
Colleague at ConfluenceCounty Kerry, Ireland, Ireland
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DC
Dustin Cassells
Colleague at ConfluenceCity Of Cape Town, Western Cape, South Africa, South Africa
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UJ
Umang Jain
Colleague at ConfluenceAmsterdam Area, Netherlands
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DJ
Deluca John
Colleague at ConfluenceChesterfield, Missouri, United States, United States
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TN
Tyler Nugro
Colleague at ConfluenceSlippery Rock, Pennsylvania, United States, United States
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Nathan Messer
Colleague at ConfluenceLondon, England, United Kingdom, United Kingdom
View →
KA
Katie Abbott
Colleague at ConfluenceGreater Pittsburgh Region, United States
View →
PR
Prakash Rana
Colleague at ConfluenceBengaluru, Karnataka, India, India
View →
LD
Lisa Duntz
Colleague at ConfluenceUnited States, United States
View →
RS
Rashmi Saini
Colleague at ConfluenceHaryana, India, India
View →
DO
Dominique O'Shea
Colleague at ConfluenceCounty Kerry, Ireland, Ireland
View →
DC
Dustin Cassells
Colleague at ConfluenceCity Of Cape Town, Western Cape, South Africa, South Africa
View →
UJ
Umang Jain
Colleague at ConfluenceAmsterdam Area, Netherlands
View →
DJ
Deluca John
Colleague at ConfluenceChesterfield, Missouri, United States, United States
View →
TN
Tyler Nugro
Colleague at ConfluenceSlippery Rock, Pennsylvania, United States, United States
View →
2 education records
Mike Jervis, Cfa education
Mba, Finance
Bachelor Of Arts (Ba), Political Science
FAQ
Frequently asked questions about Mike Jervis, Cfa
Quick answers generated from the profile data available on this page.
What company does Mike Jervis, Cfa work for?
Mike Jervis, Cfa works for Confluence.
What is Mike Jervis, Cfa's role at Confluence?
Mike Jervis, Cfa is listed as Senior Director, Head of Client Consultants - North America at Confluence.
What is Mike Jervis, Cfa's email address?
AeroLeads has found 1 work email signal at @styleresearch.com for Mike Jervis, Cfa at Confluence.
Where is Mike Jervis, Cfa based?
Mike Jervis, Cfa is based in Boston, Massachusetts, United States while working with Confluence.
What companies has Mike Jervis, Cfa worked for?
Mike Jervis, Cfa has worked for Confluence, Investment Metrics, Fidelity Management & Research, Advest Custom Consulting, and Evaluation Associates.
Who are Mike Jervis, Cfa's colleagues at Confluence?
Mike Jervis, Cfa's colleagues at Confluence include Nathan Messer, Katie Abbott, Prakash Rana, Lisa Duntz, and Rashmi Saini.
How can I contact Mike Jervis, Cfa?
You can use AeroLeads to view verified contact signals for Mike Jervis, Cfa at Confluence, including work email, phone, and LinkedIn data when available.
What schools did Mike Jervis, Cfa attend?
Mike Jervis, Cfa holds Mba, Finance from Suffolk University - Sawyer Business School.
What skills is Mike Jervis, Cfa known for?
Mike Jervis, Cfa is listed with skills including Mutual Funds, Equities, Asset Management, Portfolio Management, Business Development, Asset Managment, Alternative Investments, and Asset Allocation.
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