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.