Dynasty Financial Partners has added Fusion Family Wealth Fusion Family Wealth, the New York City- and Long Island-based investment management firm founded by former UBS senior vice president Jonathan Blau, to its roster of advisory firms.

Dynasty Financial Partners has added Fusion Family Wealth, the New York City- and Long Island-based investment management firm founded by former UBS senior vice president Jonathan Blau, to its roster of advisory firms. 

Joining Blau at Fusion Family Wealth from UBS is managing director Harvey Radler; senior wealth advisors Jeffrey Blick and Joel Bodner; and senior client service specialist James Cloudman.

Dynasty Financial Partners develops, sources and integrates wealth management technology solutions for independent investment advisor teams. In this case, the firm has provided Fusion Family Wealth with an investment platform which integrates research from Wilshire Associates and Callan Associates, as well as Envestnet's portfolio tools and reporting technology. Fidelity Institutional Wealth Services will provide clearing and custody services.

In recent years, Blau has worked as a senior advisor at Sanford C Bernstein & Co, Morgan Stanley and UBS. Meanwhile, Radler has around 40 years of experience in the investment management space, having started his career at Wertheim & Co/Schroders.

Blick, who works with clients on the tax and legal aspects of their wealth management plans, began his career in the tax practice at Arthur Anderson and in 1998 joined Merrill Lynch as in-house tax counsel. He also spent six years at UBS from 2000, having previously worked at Morgan Stanley.

Bodner works with clients on researching and managing investment opportunities. He joined Fusion Family Wealth from UBS, where he has worked since 2008. He began his career in investment management at Merrill Lynch in 2002. Lastly, Cloudman previously worked as a financial advisor at UBS Financial Services, having joined the firm in 2010. 

Fusion Family Wealth has $900 million in assets and provides investment management services to accounting and law firms, ultra high net worth, family office and institutional clients. The firm specializes in investment management, and 401k accounts for professional service firms.