NY-Based Fusion Family Wealth Welcomes Former Senior Accounting Executive Fred Gold as Head of Business Development
Fast-growing Fusion Family Wealth will Expand Collaborative Relationships With Leading Accounting and Law Firms
NEW YORK--(BUSINESS WIRE)--Fusion Family Wealth LLC today announced that they have hired Fred L. Gold, a former partner at Arthur Andersen, as Head of Business Development for Metro New York.
“We see terrific potential to collaborate with accounting and law firms in the New York area to bring the benefits of our advisory platform to bear on their client’s portfolios.”
With offices in both New York City and Long Island, New York, Fusion Family Wealth is an investment management firm founded by former UBS Senior Vice President Jonathan Blau. Fusion Family Wealth was formed in November 2013. Mr. Gold will be based on Long Island and will report to Mr. Blau.
According to Mr. Blau, President and CEO of Fusion Family Wealth, “Fred’s experience spans four decades, serving as a most-trusted-advisor to many of Long Island's and the metro-area's most successful middle market and closely held businesses. This experience places Fusion in a unique position to offer a broad contextual framework and perspective when being called upon to offer advice to successful entrepreneurs, closely-held business owners and executives.”
Mr. Gold enjoyed a 32-year career with Arthur Andersen LLP. He was the partner-in-charge of the Metro New York Enterprise Group Audit Division. He also served as the partner-in-charge of Andersen’s Audit division in the Long Island office where he enjoyed 20 years serving as most trusted advisor to successful entrepreneurial clients as well as to multinational firms.
Fred spent his first 13 years at the firm as an integral member of the Small Business Audit Division in the New York Office. He has been a member of the American Institute of Certified Public Accountants and the New York State Society of CPAs since 1972. He graduated from the University of Bridgeport with a Bachelor of Science in Accounting in 1967.
“Fusion Family Wealth represents the future of wealth management – offering cutting-edge advice by fusing the principles of modern financial theories and behavioral finance. Fusion is an independent firm where we can offer unconflicted advice, completely separate from the investment product platform,” said Mr. Gold. “We see terrific potential to collaborate with accounting and law firms in the New York area to bring the benefits of our advisory platform to bear on their client’s portfolios.”
About Fusion Family Wealth
With offices in New York City and Long Island, Fusion Family Wealth provides investment management services to leading accounting and law firms and to their clients -- high-net-worth individuals, entrepreneurs and executives. The firm prides itself on being held to the highest legal fiduciary standard of care and to delivering state-of-the-art advice technology by fusing the principles of Modern Portfolio Theory and of Behavioral Finance to guide clients toward their financial goals by helping them maintain a rational perspective. Fusion is a member of the Dynasty Financial Partners Network of Advisory Firms.