About US

Meet the Fusion Team

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At Fusion, we may be single-minded in our focus and dedication to providing innovative financial solutions with the highest level of personal service to our clients, but our thinking comes from a diverse set of backgrounds and educational experiences. Our team has been working together, on average, for ten years, sharing ideas, debating new viewpoints and challenging consensus opinions. We believe this cohesiveness has resulted in a dynamic approach to delivering outstanding client service and to developing goal-oriented strategies that are custom-tailored to each client’s needs.

Jonathan R. Blau, President and Chief Executive Officer
Harvey L. Radler, Managing Director
Amy Blau, Chief of Staff
Brett Stanton, Chief Compliance Officer/Chief Operating Officer
Jeff Blick, Senior Wealth Advisor
James F. Cloudman Jr., Senior Portfolio Management Specialist
Jacqueline Peña, Executive Assistant
Ann-Marie Breslin, Senior Client Service Specialist

*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.