Meet the Fusion Team
James F. Cloudman Jr.
Senior Portfolio Management Specialist
- (516) 206-1306 (Office)
- (516) 695-8068 (Cell)
As a senior member of the portfolio management team, Jim is in charge of trading and a member of Fusion’s Investment Committee. Jim began his career at UBS and has been with Fusion since its inception in 2013. His broad and deep mathematical skill set supports the team’s approach to creating and maintaining each client’s custom-tailored wealth management plan.
Jim has a BA in mathematics from the State University of New York at Binghamton and an MBA in management from Hofstra University.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Fusion is engaged, or continues to be engaged, to provide investment advisory services.