Convergent Markets Advisory provides advisory and consulting services to traditional and crypto-native stakeholders to help facilitate the migration from off- to on-chain market functioning.
Chuck brings 30+ years of experience building and leading financial services businesses to the digital asset arena. He works as an advisor to leadership teams, as an independent board member or as a hands-on executive, helping teams achieve their objectives and navigate the complex mix of policy developments, advancing technology capabilities, transforming market structures and client needs.
He started his career as a bank examiner at the Federal Reserve Bank of New York and then spent over twenty years on the sell side, including senior roles at Goldman Sachs and UBS in New York and London. At UBS, he became Managing Director and Global Co-Head of FICC Research for the investment bank, leading a 250-person team in a $9B revenue business. He then joined S&P Global, where he served as the first Chief Index Officer of S&P Dow Jones Indices and then as S&P Global’s first Chief DeFi Officer.
In 2021, S&P Global’s CEO mandated him to build the firm’s digital asset practice across the enterprise. He launched the Digital Asset Research Lab, initiated an enterprise-wide education and upskilling program, founded the S&P DeFi Council, led the firm’s VC and M&A initiatives in the space, and became its most prominent ambassador for on-chain markets with regulators, the media and at industry events.
Built a multi-million-dollar digital asset revenue stream from scratch, with a series of firsts: the Stablecoin Stability Assessment, a tokenized S&P 500 fund mandate, the Vault Risk Assessment and numerous ratings, including the Sky Protocol and Ledn’s bitcoin-backed loan securitization.
Expanded capabilities through the 2026 lead investment in Kaiko and the OpenZeppelin acquisition.
Scaled innovation and ESG indices, including a $12.6B ESG index mandate from a top-3 global pension plan and a flagship AI thematic New Economies index that grew to ~$1B AUM.
Shaped the strategic transformation of a fintech serving leading global asset managers as Non-Executive Director, driving 100%+ client growth and culminating in its sale to BGC Partners.
Led the restructuring of fixed income research compliance in the wake of the 2003 Global Research Analyst Settlement, unifying 17 independent research silos into the bank’s first integrated FICC research function.
Created a systematic client review process that drove double-digit growth with key clients and improved broker-review rankings.
Each service is drawn from work Chuck has led, and paired with typical deliverables.
Mandated by S&P Global’s CEO to build the firm’s digital asset practice across the enterprise, from strategy through to commercial launch, including the Digital Asset Research Lab.
Typical deliverables: strategy roadmap, opportunity sizing, operating model and launch plan.
Built buy-in with the CEO, ExCo, the board and senior business leaders; designed and ran an enterprise-wide education program with events, teach-ins and workshops; founded the S&P DeFi Council.
Typical deliverables: CEO and board briefings, an education curriculum, workshops and teach-ins.
Mapped S&P’s strengths in data, analytics and benchmarks to on-chain market needs, then led the first-of-its-kind Stablecoin Stability Assessment and the launch of the Vault Risk Assessment for DeFi vaults.
Typical deliverables: product landscape map, gap analysis and product specs.
Scaled S&P’s digital asset products across existing institutional clients and new-to-firm crypto-native clients.
Typical deliverables: target segments, pricing and positioning, and a launch plan.
Created a systematic client review process at UBS that drove double-digit growth with key clients, improved broker-review rankings and delivered a significant uptick in new business.
Typical deliverables: client segmentation, engagement strategies and value-added engagement frameworks.
Led S&P Global’s VC and M&A initiatives in digital assets, including the 2026 lead investment in Kaiko and the acquisition of OpenZeppelin.
Typical deliverables: partner and target landscaping, go-to-market planning, client synergy approaches and diligence support.
S&P Global’s lead ambassador for on-chain markets with regulators; former Chairman, Committee on Research Conflicts at the Bond Market Association; former UK FSA/FCA Significant Influence Function for UBS investment bank.
Typical deliverables: policy landscape briefings and a regulatory roadmap.
Led a 250-person global FICC research team for the UBS investment bank; earned over a dozen top rankings from institutional investors; first FICC representative on the UBS Equities Research Board; launched S&P Global’s Digital Asset Research Lab.
Typical deliverables: editorial plan, white papers, POVs and speaking strategy.
Selected panels, interviews and podcasts on stablecoins, tokenization and on-chain finance.
Also: Pantera Capital Blockchain Summit, Fintech TV, Vault Summit, TOKENFUTURE Frankfurt, Real-World Asset Summit Singapore and Stableschool.
Full media library (PDF) ›For advisory, board and project work across traditional and on-chain markets.