Headquarters:

12 Gill St., Suite 5450, Woburn, MA 01801

Year founded:

2016

Number of employees:

14 partners and 24 employees

Phone:

800 213 5904

Email:

info@fusioniq.io

Website:

fusioniq.io

LinkedIn:

linkedin.com/company/fusioniqio

“As leaders, we inspire our team, valuing collaboration and spearheading change while sharing our knowledge to mentor the upcoming legal minds”

Oatley Vigmond

Fusion IQ

Eric W. Noll

Chair and Chief Executive Officer

John Kimbro

Chief Technology Officer

John Guthery

Chief Investment Officer

Leadership

Eric W. Noll is one of the most accomplished financial services leaders in America, bringing more than two decades of executive leadership in capital markets, financial technology, and private equity. As chair and CEO, he is focused on democratizing wealth management and expanding the penetration of wealth technology into a broad range of sectors.

Chair and Chief Executive Officer

Eric W. Noll

A highly accomplished technology leader, John Kimbro brings more than 35 years of experience in financial services to his role as chief technology officer. Working at the intersection of technology and business, he oversees all aspects of technology at FusionIQ, developing integrated platform solutions that are easy to implement and enjoyable to use. Before FusionIQ, Kimbro held senior technology, operations, and business roles at Fidelity Investments and Bank of America. His deep knowledge includes expertise in technology integrations, solution architecture, and operational effectiveness with a focus on advisor and investor experience platforms. He holds FINRA Series 7, 24, and 63 licenses.

Chief Technology Officer

John Kimbro

A highly respected investment executive, John Guthery brings more than 28 years of experience to his role as chief investment officer. He focuses on developing advisor platforms and products including FIQ Freedom, FIQ Market One, and FIQ TAMP+. He also contributes to FusionIQ’s thought leadership and market analysis. Guthery’s extensive financial services background includes leading market research, due diligence, and platform enhancements for top-tier wealth managers, including LPL Financial, where he spent 19 years running product research; Park Avenue Securities; Voya Financial; and WP Carey, where he helped to design and manage public and private real estate funds and public BDCs.

Chief Investment Officer

John Guthery

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Peter Brittain

Head of Business Development

Peter Brittain is an accomplished financial services sales executive, specializing in building strategic relationships and leading consultative sales. His focus at FusionIQ is on developing digital wealth management platform partnerships with financial institutions, helping them leverage FusionIQ’s cloud-native technology to drive profitable organic growth and meet the evolving needs of their customers. Prior to joining FusionIQ, Brittain was a sales associate at Olden Lane Securities, where he was instrumental in managing client relationships, driving the origination of $32.5 million in subordinated debentures, and developing a pipeline of $140 million in subordinated debt underwriting. He holds FINRA Series 7 and 63 licenses.

Head of Business Development

Peter Brittain

Sam Robinson

Partner

Sam Robinson practices commercial litigation and class action defence. He regularly represents shareholders, officers, and directors of both public and private corporations. He has extensive experience acting and advising in disputes related to the interpretation and enforcement of contractual rights. He also advises both dissident shareholders and boards of directors of corporations in fights for control of public corporations.

Partner

Sam Robinson

The future of wealth management is digital and FusionIQ is leading the way with the flexible, easy-to-implement solutions financial advisors and institutions need to win in competitive markets. FusionIQ One is the most comprehensive cloud-native wealth management platform, seamlessly integrating four core modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – through one digital workflow to empower investors and advisors. As a core integration platform, the award-winning FusionIQ One eliminates the friction between the front, middle, and back offices resulting in easy, hassle-free implementation and greater flexibility, efficiency, productivity, and profitability. FusionIQ One powers a suite of products including FIQ Freedom, FIQ Journey, FIQ Market One, FIQ TAMP+, and FIQ Wallet, making it easy for banks, broker-dealers, credit unions, family offices, RIAs, and asset managers to scale. These pre-integrated platforms deliver the digital experience clients and advisors want and the seamless workflows and process automations wealth management enterprises need for profitable organic growth. With highly configurable white-label platform integrations complete in as little as six weeks, it's easy to see why FusionIQ One's integrated multi-custodian, multilingual, and multi-asset class platform is the leading digital solution for advisors and institutions today.

“We’re committed to delivering the highest level of service, assuring clients that their welfare is the firm’s utmost priority”

Oatley Vigmond

Andrea Gonsalves

Partner

Gerald Chan

Partner

Nader R. Hasan

Partner

Liane Brown

Partner

Andrea Gonsalves has extensive experience in litigation and dispute resolution, with particular emphasis in appeals and judicial review applications, administrative and public law, commercial disputes, defamation and media law, intellectual property disputes, and professional discipline matters. She provides practical and strategic advice on complex issues that often arise at the intersection of many of those areas. Gonsalves has tried cases before the Ontario Superior Court, the Federal Court of Canada, and the Manitoba Court of King’s Bench and has argued cases before all levels of court in Ontario and the Federal Courts, as well as various administrative tribunals.

Partner

Andrea Gonsalves

Gerald Chan has been named one of the Top 25 Most Influential Lawyers in Canada (Canadian Lawyer, 2019), one of the Top 50 Trial Lawyers in Canada (Benchmark Litigation, 2023–24), White-Collar Crime/Enforcement Litigator of the Year (Benchmark Litigation, 2023), and Criminal Defence Lawyer of the Year, Toronto (Best Lawyers, 2024). He is a fellow of the International Academy of Trial Lawyers and a faculty member with the National Criminal Law Program. Chan is a bencher of the Law Society of Ontario. He serves as vice chair of the Law Society Tribunal, Appeal Division, and a Trustee of the Law Foundation of Ontario.

Partner

Gerald Chan

Nader R. Hasan, a partner at Stockwoods LLP, practises criminal, regulatory, and constitutional law at both the trial and appellate levels. He is an adjunct professor at the University of Toronto, Faculty of Law, where he has taught courses on the law of evidence and currently teaches a seminar on criminal punishment from a US-Canada comparative perspective. He is a co-author of Search and Seizure (Emond, 2021), Digital Privacy: Criminal, Civil and Regulatory Litigation (LexisNexis, 2018), and Sentencing, ninth edition (LexisNexis, 2017), and an author of numerous articles on criminal and constitutional law.

Partner

Nader R. Hasan

Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.

Partner

Liane Brown

Partner

Liane Brown

Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.

Partner

Ben Irantalab

On a larger scale, HSH handles class action and mass tort lawsuits representing groups of people injured by dangerous products, medications, medical devices, and negligent organizations. The HSH team is known for providing caring and attentive service to clients, and is proud of the firm’s excellent reputation within the legal and medical communities.

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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors. “We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”

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Through its unwavering focus on employee engagement, Accolade strives to create a welcoming and diverse environment where talent is excited to come to work every day.

· Litigation and dispute resolution: JFK Law is composed of skilled litigators with extensive courtroom experience who focus on finding a solution that achieves cost-effective client goals and maintains healthy long-term relationships. · Consultation and accommodation: Providing strategic advice and representation in all aspects of the Crown’s duty to consult and accommodate. · Regulatory review: Helping communities respond to referrals for projects in their traditional territories, representing communities through environmental assessments and other regulatory review processes. · Treaty and related negotiations: Working closely with several First Nations at different stages of the Treaty process, and with many First Nations engaged in other complex negotiations related to land, governance, and resources. · Impact benefit agreements: Advising on negotiating fair and equitable IBAs with proponents interested in developing in client territories. · Commercial agreements: Ensuring negotiated agreements to provide the best value for the client in a manner that ensures the client receives benefits equal to a fair share of the commercial value of the project having their support.

· Day-to-day Shout-outs – to award outstanding work, employees can exchange earned points for gift vouchers of up to $150 · Quarterly Stars Award – employees demonstrating core values have the chance to win $500 · Annual Hero’s Celebration – manager-nominated and peer-voted awards where outstanding employees earn a $5,000 bonus

Ben Irantalab

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Ben Irantalab

Partner

Ben Irantalab

Partner

Liane Brown

Partner

Ben Irantalab

Partner

Paul Miller 

Co-Managing Partner 

Renée Vinett

Co-Managing Partner 

Howard R. Blitstein

Partner

David J. Levy

Partner

Jason Harman

Associate Lawyer

Andrew Lundy

Founding Partner

Zohar Levy

Founding Partner

Eni Eski

Managing Partner