Nov 12 (Reuters) – A team of financial advisers from UBS AG has left to form an independent investment firm in partnership with Dynasty Financial Partners, Dynasty said on Tuesday.
Jonathan Blau, a former senior vice president at UBS, founded Fusion Family Wealth LLC with Harvey Radler, James Cloudman and advisers Jeffrey Blick and Joel Bodner, all formerly of UBS.
The team, which managed $900 million in client assets at UBS, founded the new firm on Nov. 8, Blau said ...
More →Fusion Family Wealth hires head of business development
Kelsey Butler
January 28th, 2014
Newly-formed investment management firm Fusion Family Wealth has welcomed Fred Gold as head of Business Development for Metro New York.
Prior to his appointment, Gold served as a partner at Arthur Andersen.
Gold’s hiring is part of a company initiative to expand its collaborative relationships with leading accounting and law firms.
Fusion founder Jonathan Blau told PAM, “We do a lot of work with ...
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