FusionIQ is committed to providing an eCommerce platform that has everything Broker Dealers, Banks, Credit Unions, Wealth Managers and RIAs need to create a revolutionary digital wealth investing experience for their end consumer. We take great pride in offering a digital investing platform that integrates directly into your existing offering; creating operational efficiencies, cost savings, compliance support and new revenue sources for your business. This comprehensive offering reiterates our company’s values to deliver, support, and expand our best-in-class digital solution to help our partners grow their wealth management businesses.
FusionIQ’s success and development is driven by some of the best and brightest individuals in the technology and financial services industry today. These individuals have led high-growth financial firms, world-class technology firms, as well as leading fund administration and custodian organizations for over 30 years.
At FusionIQ, we believe digital investing platforms are the solution to compete in today’s fin-tech world and attract “next gen” clients, we work hard to provide our partners with an intelligent all-encompassing technology solution needed to help serve your clients more efficiently.
Our affiliate, IQvestment LLC, is an SEC Registered Investment Adviser, offering sub-advisory and support services using technology, along with transparent flat fee pricing, providing investors an algorithmically matched risk tolerant portfolio. For more information, please visit www.iqvestment.com.
We are proud of our deep roots in financial services investing, operations and technology. Meet our tenured executive team.
Mark C Healy | Chief Executive Officer firstname.lastname@example.org
Mark Healy is Chief Executive Officer for FusionIQ where his focus is on building strategic relationships and driving digital workstation partnerships.
His previous role was President and Chief Executive Officer of AST Financial, LLC (AST), overseeing administration of over 4,000 publicly traded companies and 8 million shareholders accounts across North America. Mr. Healy also founded and owns BGBY Investments, LLC.
Prior to AST, Mr. Healy was Executive Vice President for National Financial Services, a Fidelity Investments Company. He was responsible for all National Financial Sales and Relationship teams — covering over 325 broker dealer clients nationwide and custody of over $700 billion in assets.
Mr. Healy has held executive and senior roles with TD Securities, Swiss Bank Corporation and BGK Securities totaling over 34 years of experience in the financial services sector.
Peter Ierardi | Chief Technology Officer email@example.com
Thomas G Kies | SVP Strategic Accounts firstname.lastname@example.org
Thomas G Kies is SVP of Strategic Accounts for FusionIQ. In this role, he will manage FusionIQ Sales, Marketing and Customer Experience teams.
Mr. Kies joined FusionIQ as an established financial services executive with over 30 years of Fintech experience in various executive roles. His previous role was Executive Vice President Sales, Corporate Governance, for EQ (by Equiniti). Mr. Kies has managed sales and relationship management for the large US and Canadian businesses of both AST Financial and Computershare. His long tenured focus has been on technology-based solutions for both corporate and shareholder groups within financial services.
Mr. Kies has also held senior positions at key proxy advisory firms DF King and Morrow Sodali. He was also co-founder of the Laurel Hill Advisory Group in US and Canada.
Teresa L Stanco | VP Head of Client Experience email@example.com
Teresa Stanco is VP, Head of Client Experience for FusionIQ. Ms. Stanco is responsible for successful onboarding and overall client satisfaction.
Prior to joining FusionIQ, Ms. Stanco spent 18 years at Fidelity Investments. While at Fidelity, she held senior roles focusing on business development, sales strategy and client integration. She worked closely with Broker-Dealer and Registered Investment Advisor prospects and clients as they transitioned to Fidelity Investments.
She has over 20 years of financial services experience in sales, relationship management and project management.
Ms. Stanco graduated from Boston University with a B.A. and holds FINRA Series 7, 24 and 63 licenses.
Chris Cipolla | Principal Software Engineer/Solutions Architect firstname.lastname@example.org
Chris Cipolla is a Principal Software Engineer/Solutions Architect for FusionIQ. Mr. Cipolla acts as a principal systems architect specializing in IoC architecture. Previously, Mr. Cipolla worked at InfoTrack US as a software developer. Prior to InfoTrack US, he worked as a Senior Software Developer for Gemini Fund Services.
Peter Brittain | Business Development Manager email@example.com
Peter Brittain is Business Development Manager for FusionIQ. In his current role, Mr. Brittain is building strategic relationships and driving digital workstation partnerships for financial institutions.
Previously, Mr. Brittain worked for Olden Lane Securities as a Sales Associate. In this role he obtained his Series 7 & 63 securities licenses, managed client relationships resulting in the origination of $32.5M of subordinated debentures, and coordinated efforts to build a pipeline of $140M of subordinated debt underwriting.
Mr. Brittain graduated from The Taft School in 2013 and received a B.S. in Business Administration with a concentration in Finance from the College of Charleston in 2017.
Lindsey Wiehl | Marketing Manager firstname.lastname@example.org
Lindsey Wiehl is Marketing Manager for FusionIQ. In her current role, Ms. Wiehl is responsible for overall branding, strategy, coordination/execution, and content for FusionIQ.
Previously, Ms. Wiehl was in Marketing at Gemini Fund Services (acquired by Ultimus Fund Solutions in 2019), formerly apart of NorthStar Financial Services Group. She spent over 5 years in charge of events, conferences, webinars, marketing strategy, social media, and leading detailed marketing campaigns to help generate lead gen from start to finish for six subsidiaries of Gemini. Ms. Wiehl also worked as a liaison between marketing and sales to make sure all processes were streamlined.
Ms. Wiehl has a BA in Advertising from the University of Nebraska-Lincoln.
The latest news and releases:
- Powered by IQvestment, AST Launches Innovative Wealth Advisory Platform for Shareholders
- IN THE NEWS: FusionIQ Enters the Ranks of America’s Best TAMPS by Offering a Digital Dual Journey for Financial Firms and Clients
- FusionIQ’s B2C Solution Recognized as Winner in Aite Group’s 2021 Impact Innovation Awards
- FusionIQ Adds Alternative Investments to Digital Workstation
- FusionIQ Partners with YieldX to Access Fixed Income and Enhanced Cash Management Solutions
- FusionIQ Delivers New Secure Open Headless API’s
- IN THE NEWS: QUODD’s Market Data Powers FusionIQ’s Digital Investment Platform
- IN THE NEWS: These Reese’s Cups Fintechs Are Bringing Decentralized and Traditional Finance Together
- FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients