About Us

Our Story

We were founded over a decade ago as a research software company.

 

FusionIQ is an innovative fintech company with deep roots in financial services investing, operations, and technology, who developed a comprehensive digital investment platform powered by their proprietary research and security scoring/ranking system.

As the industry began to rapidly move to a digital environment, our company partnered with an MIT data scientist and quantitative portfolio manager to develop a comprehensive digital investment platform powered by our proprietary research and security scoring and ranking system.

Today, our time-tested investment platform offers over 125-theme-based model portfolios along with the ability to customize a portfolio based on your own investment selection and asset allocation across individual securities, ETF’s and other investments.

Our team

We are proud of our deep roots in financial services investing, operations and technology.
Meet our tenured executive team.

Michael Miola, Chairman
  • Serial entrepreneur and renaissance man
  • Over 40 years of experience launching and subsequently selling a variety of successful companies ranging from accounting to administration/record keeping to his current passion, horse breeding
Andrew Rogers, Chief Executive Officer
  • Over 25 years financial services experience
  • Previously, was CEO of the Gemini Companies at the forefront of developing series trusts and liquid alternatives
Michael Behringer, President
  • Former CEO and President of Liaison International, a Warburg Pincus portfolio company
  • Two-time Executive-In-Residence for the TMT Group. Also held various senior positions at Apprise Media LLC, PRIMEDIA Inc. and Discovery Communications
Ian Arvin, CFA, Chief Investment Officer
  • Previously was an advisor to the firm and the owner of Innovative Quant Solutions, LLC
  • S. in Applied & Engineering Physics from Cornell University; M.B.A. in Financial Engineering from MIT Sloan School of Management
Vincent DiPippo, Chief Technology Officer
  • In technology industry for over 25 years
  • Principal data architect and engineer for FusionIQ playing a pivotal role in the development of the complex proprietary algorithms and processes which drive the firm’s data output
Andrea Trachtenberg, Chief Marketing Officer
  • Over 30 years of financial services experience
  • Previously was Founder and CEO of the IvoryRiver Group, a strategic marketing consulting firm. Also held CMO positions at Neuberger Berman, Lehman Brothers, and Altegris Investments
Eddie Lund, Senior Vice President of Business Development
  • Previously was the SVP of Business Development at NorthStar Financial Services Group
  • Also spent over 10 years at Gemini Fund Services as the VP of Business Development
Deb Kablotsky, Senior Director of Product Development
  • Deb has over 20 years of experience in software product management building award-winning digital experiences for customers
  • Deb has successfully lead cross-functional, global teams through all stages of the product development life cycle.
  • Before joining FusionIQ, Deb held product leadership positions at RadView Software, PTC, Liaison International, and ProTeck Valuation Services.
George Nichols, Strategic Relationships
  • George is an executive and founder with extensive experience in business development, sales, and operational experience in the technology services industry, with a proven track record adding value in both entrepreneurial and corporate environments.
  • Presently, George is CEO of Ingagehub, an engagement marketing platform for the complaint industries.
  • Prior to Ingagehub, George was Vice President of Corporate Development at Courier Companies, a publisher and educational service provider, responsible for establishing new strategic partnerships, and identifying corporate investment activities. Courier was sold to RR Donnelley in January of 2016
  • George is an Advisor for Sonian, Inc., a data preservation and analytics company he founded in 2008 and lead as Chief Executive Officer from 2008-2012. The company was sold in 2017 to Barracuda Networks (CUDA) for over $68mm
  • George led sales and corporate development at Rand McNally and was a lead executive in the acquisition of Rand McNally by McQueen, Inc. in 1997. He then worked with several technology startups raising funds (from Angel, Series B, and strategic), managing operations and partnerships, and ultimately overseeing acquisitions after growing the startups to 8-figure revenues. George has spent his career building relationships and partnerships with industry giants like Avaya, IBM, Rackspace, Amazon, Microsoft, Hewlett-Packard.

Press

The latest news and releases.


Overstock.com and tZERO Advisors Launch Robo-Advisor Digital Investment Platform

February 06, 2018

NEW YORK, January 31, 2018 (BUSINESSWIRE) – Overstock.com (NASDAQ: OSTK) announces the launch of a digitally driven investment platform, powered…

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