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Mike Jervis, Cfa Email & Phone Number

Senior Director, Head of Client Consultants - North America at Confluence
Location: Boston, Massachusetts, United States 7 work roles 2 schools
1 work email found @styleresearch.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@styleresearch.com
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Current company
Confluence
Role
Senior Director, Head of Client Consultants - North America
Location
Boston, Massachusetts, United States
Company size
913 employees

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 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

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*@styleresearch.com
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AeroLeads found 1 current-domain work email signal for Mike Jervis, Cfa. Compare company email patterns before reaching out.

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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

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Confluence
Confluence
Senior Director, Head of Client Consultants - North America
Boston, MA, US
Website
confluence.com
Employees
913
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Company profile
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7 roles · 39 years

Mike Jervis, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Director, Head Of Client Consultants - North America

Confluence

Boston, Ma, Us

Head Of Client Consultants - North America

Current
Confluence

Boston, Massachusetts, United States

We 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

Investment Metrics

Boston, Massachusetts, United States

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 return - we help investment professionals validate and make strong investment decisions.Previously known as Style Research, Style Analytics has over 20 years' experience in factor analysis and serves over 280 investment institutions across 30 countries. Our breadth and depth of industry knowledge and expertise continues to bring superior tools and innovations to support our clients.

Jul 2006 - Dec 2021

Senior Portfolio Analyst

Fidelity Management & Research
1998 - 2006 ~8 yrs

Vice President, Senior Consultant

Advest Custom Consulting

Boston, Massachusetts, United States

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 →

MD Mink David Mink David Colleague at ConfluenceKanpur Dehat, Uttar Pradesh, India View → PT Paul Tartarian Paul Tartarian Colleague at ConfluenceCanada View → D" Dusty Dusty "Standard" Landers Colleague at ConfluenceEasley, South Carolina, United States View → GK Gail Kurtz Gail Kurtz Colleague at ConfluenceAthens, Georgia, United States View → SP Sang Phan Sang Phan Colleague at ConfluenceHo Chi Minh City, Vietnam, Viet Nam View → RC Roger Crain Roger Crain Colleague at ConfluenceLakeville, Connecticut, United States View → JC Jasmine Crawford Jasmine Crawford Colleague at ConfluencePotwin, Kansas, United States View → GW Gillian Wood Gillian Wood Colleague at ConfluenceGreater Sydney Area, Australia View → AB Aditya Bhat Aditya Bhat Colleague at ConfluenceBengaluru, Karnataka, India View → TT Thu Truong Thu Truong Colleague at ConfluenceVietnam, Viet Nam View →
2 education records

Mike Jervis, Cfa education

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 Mink David, Paul Tartarian, Dusty "Standard" Landers, Gail Kurtz, and Sang Phan.

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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