NEW YORK, NY, November 12, 2013 – Dynasty Financial Partners today announced its partnership with Fusion Family Wealth LLC, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-‐leading platform of integrated wealth management services and technology. With offices in both New York City and Long Island, NY, Fusion Family Wealth is an investment management firm founded by former UBS Senior Vice President Jonathan Blau. Joining Mr. Blau at Fusion Family Wealth are Managing Director Harvey Radler and ...
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 →