We’re driven by a simple vision—to make it easy for our clients to be independent digital wealth leaders.
To achieve that goal requires more than just having the best technology. It demands a team of highly experienced financial leaders who are committed to working collaboratively with clients to implement digital solutions that deliver results.
At FusionIQ we have a team with more than 125 years of experience in financial services. Executives from leading banks, custodians, RIAs, and broker dealers. We’ve been where you are and know your challenges.
Because in the end, we’re not here to sell you a platform; we’re here to help you implement a digital wealth program that creates growth for your organization.
5 Minutes
to Onboard a New or Existing Client
5 Minutes
6 Weeks
to Implement a White Label Platform
6 Weeks
115,000+ Investors
on FusionIQ One
115,000+ Investors
We Partner with Global Custodians
FusionIQ Leadership
With more than 125 years of experience in financial services, our leadership team has the experience and expertise that makes implementing a digital wealth program easy.
Eric Noll
Chief Executive Officer
Eric 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, Eric is focused on democratizing wealth management and expanding the penetration of wealth technology into a broad range of sectors.
Before joining FusionIQ, Eric held senior executive positions in leading organizations including Stone Ridge Capital Partners where he was CEO, and serving as President and CEO of Convergex, one of the three largest agency broker-dealers in the world. Other executive positions include Executive Vice-President, Transaction Services for NASDAQ, and founder of Willow Creek Capital, a leading financial services advisory and consulting services firm.
John Kimbro
Chief Technology Officer
John is a highly accomplished technology leader bringing more than 34 years of experience in financial services to his role as Chief Technology Officer. Working at the intersection of technology and business, John oversees all aspects of technology at FusionIQ, developing integrated platform solutions that are easy to implement and enjoyable to use.
Prior to joining FusionIQ, John held numerous senior technology, operations, and business roles with both Fidelity Investments and Bank of America. His deep knowledge includes extensive expertise in technology integrations, solution architecture, and operational effectiveness with specific focus on advisor and investor experience platforms.
John holds FINRA Series 7, 24, and 63 licenses.
Christopher D. LaVine, CFA
Chief Growth and Delivery Officer
With a focus on strategy, investment management, and financial technology, Chris brings more than two decades of experience helping organizations navigate growth and transformation. He co-founded Marstone, a digital wealth management platform that expanded access to institutional-grade investment and advice capabilities across community banks, credit unions, RIAs, and broker-dealers. At Marstone he served in multiple roles, including Chief Financial Officer and most recently, Chief Strategy Officer, driven throughout by a commitment to making investing more accessible. FusionIQ acquired Marstone in 2026. Earlier in his career, he managed individual and institutional portfolios at A.R. Schmeidler & Co., a $1.5 billion investment management firm, along with roles in banking and research.
Throughout his career, Chris has combined investment expertise with strategic and operational leadership to help shape new approaches to wealth management and financial technology. He holds a Bachelor of Science in Business Administration from the University of Richmond and an MBA from the Darden School of Business at the University of Virginia. Chris is also a CFA Charterholder.
Zafar Iqbal
Vice President, Product
Zafar is a senior product and technology executive with more than 20 years of experience building product organizations across early-stage startups and Fortune 100 financial institutions. He has led product strategy, platform architecture, and technology organizations across banking, brokerage and wealth management, guiding companies through platform modernization, M&A integration, and new product launches.
Zafar held product and technology leadership roles at DriveWealth, Capital One, and E*TRADE, where he transformed product development processes and launched new products incorporating modern principles including Design Thinking, Lean Startup, and Agile Development. Most recently, Zafar led the product, design and engineering organization at Marstone through the company's acquisition by FusionIQ.
Steve Halloran
Chief Operating Officer
Steve Halloran is President & Chief Operating Officer of FusionIQ, where he leads the execution and operational scaling of the business across product, operations, client delivery, customer success, and strategic initiatives.
Steve has spent more than 30 years building, scaling, and transforming technology businesses. Over the past decade, he has led the growth and transformation of regulated financial technology businesses, driving innovation, operational performance, and business transformation across the wealth management, capital markets, and life & annuity sectors. Prior to joining FusionIQ, Steve led operating businesses and enterprise transformation initiatives at Zinnia, S&P Global, IHS Markit, and iPreo. His experience spans P&L leadership, large-scale M&A integration, product innovation, and leading operational transformation across global financial technology organizations.
Margaret J. Hartigan
Chief Strategy Officer & Head of Marstone Digital, FusionIQ
Throughout her career, Margaret has focused on a fundamental challenge in financial services: investing and wealth-building can be unnecessarily complicated, intimidating, and inaccessible. She believes technology can demystify investing, give people greater confidence in their financial decisions, and make wealth-building more engaging and relevant to everyone.
Prior to joining FusionIQ, Margaret was CEO and co-founder of Marstone, a pioneering WealthTech platform built around goal-based investing, financial education, personalization, and human-centered design. Under her leadership, Marstone became a trusted technology partner to leading asset managers, banks, credit unions, RIAs, and Fortune 500 companies, helping transform how people engage with investing and their financial lives. Margaret and Marstone received numerous industry honors, including the American Banker Best Places to Work in Fintech, Banking Tech Awards, and WealthManagement.com Industry Awards. In 2025, Margaret was named Innovator of the Year at the U.S. FinTech Awards and, in 2026, received a Silver Award for Chief in Tech Leader of the Year from the Women in Tech Global Awards.
Mike Duprez
Chief Financial Officer
Mike is a senior financial executive with more than fourteen years of progressive public and private experience as a CFO, Controller, and strategic advisor. He has led accounting and financial operations across multiple industries, building strong banking relationships and guiding organizations through budgeting, forecasting, growth planning, and M&A activity.
Before joining FusionIQ, Mike held senior finance roles at Sagent Lending echnologies, Exact Customer, and Context Capital Partners where he served as i trategic advisor to the CEO, CIO/President, and Board on the company's initiatives and financial direction for various capital introduction portfolio companies including a newly launched fintech platform, Context365.
Martha McKinley
Sr. Director, Client Success
Martha is a fintech executive, growth strategist, and client success leader with more than a decade of experience helping financial institutions leverage technology to deepen client engagement, expand access to investing, and drive business growth. She partners with banks, credit unions, wealth managers, and Fortune 500 financial institutions to design, implement, and scale digital wealth and financial wellness solutions.
Throughout her career, Martha has built and institutionalized client onboarding and success programs, led large-scale technology implementations, and helped clients significantly increase assets under management, adoption rates, and investor engagement. Her work spans strategy, operations, technology, marketing, and customer experience, allowing her to bridge the gap between business objectives and digital execution — with a particular focus on making investing more accessible for underserved and emerging investor segments. Martha was named one of the 2024 Inspiring Fintech Females in New York City, and is known for building high-performing teams, cultivating strong client partnerships, and driving transformational growth through technology.
Eric Noll
Chief Executive Officer
Eric 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, Eric is focused on democratizing wealth management and expanding the penetration of wealth technology into a broad range of sectors.
Before joining FusionIQ, Eric held senior executive positions in leading organizations including Stone Ridge Capital Partners where he was CEO, and serving as President and CEO of Convergex, one of the three largest agency broker-dealers in the world. Other executive positions include Executive Vice-President, Transaction Services for NASDAQ, and founder of Willow Creek Capital, a leading financial services advisory and consulting services firm.
Steve Halloran
Chief Operating Officer
Steve Halloran is President & Chief Operating Officer of FusionIQ, where he leads the execution and operational scaling of the business across product, operations, client delivery, customer success, and strategic initiatives.
Steve has spent more than 30 years building, scaling, and transforming technology businesses. Over the past decade, he has led the growth and transformation of regulated financial technology businesses, driving innovation, operational performance, and business transformation across the wealth management, capital markets, and life & annuity sectors. Prior to joining FusionIQ, Steve led operating businesses and enterprise transformation initiatives at Zinnia, S&P Global, IHS Markit, and iPreo. His experience spans P&L leadership, large-scale M&A integration, product innovation, and leading operational transformation across global financial technology organizations.
John Kimbro
Chief Technology Officer
John is a highly accomplished technology leader bringing more than 34 years of experience in financial services to his role as Chief Technology Officer. Working at the intersection of technology and business, John oversees all aspects of technology at FusionIQ, developing integrated platform solutions that are easy to implement and enjoyable to use.
Prior to joining FusionIQ, John held numerous senior technology, operations, and business roles with both Fidelity Investments and Bank of America. His deep knowledge includes extensive expertise in technology integrations, solution architecture, and operational effectiveness with specific focus on advisor and investor experience platforms.
John holds FINRA Series 7, 24, and 63 licenses.
Margaret J. Hartigan
Chief Strategy Officer & Head of Marstone Digital, FusionIQ
Throughout her career, Margaret has focused on a fundamental challenge in financial services: investing and wealth-building can be unnecessarily complicated, intimidating, and inaccessible. She believes technology can demystify investing, give people greater confidence in their financial decisions, and make wealth-building more engaging and relevant to everyone.
Prior to joining FusionIQ, Margaret was CEO and co-founder of Marstone, a pioneering WealthTech platform built around goal-based investing, financial education, personalization, and human-centered design. Under her leadership, Marstone became a trusted technology partner to leading asset managers, banks, credit unions, RIAs, and Fortune 500 companies, helping transform how people engage with investing and their financial lives. Margaret and Marstone received numerous industry honors, including the American Banker Best Places to Work in Fintech, Banking Tech Awards, and WealthManagement.com Industry Awards. In 2025, Margaret was named Innovator of the Year at the U.S. FinTech Awards and, in 2026, received a Silver Award for Chief in Tech Leader of the Year from the Women in Tech Global Awards.
Christopher D. LaVine, CFA
Chief Growth and Delivery Officer
With a focus on strategy, investment management, and financial technology, Chris brings more than two decades of experience helping organizations navigate growth and transformation. He co-founded Marstone, a digital wealth management platform that expanded access to institutional-grade investment and advice capabilities across community banks, credit unions, RIAs, and broker-dealers. At Marstone he served in multiple roles, including Chief Financial Officer and most recently, Chief Strategy Officer, driven throughout by a commitment to making investing more accessible. FusionIQ acquired Marstone in 2026. Earlier in his career, he managed individual and institutional portfolios at A.R. Schmeidler & Co., a $1.5 billion investment management firm, along with roles in banking and research.
Throughout his career, Chris has combined investment expertise with strategic and operational leadership to help shape new approaches to wealth management and financial technology. He holds a Bachelor of Science in Business Administration from the University of Richmond and an MBA from the Darden School of Business at the University of Virginia. Chris is also a CFA Charterholder.
Mike Duprez
Chief Financial Officer
Mike is a senior financial executive with more than fourteen years of progressive public and private experience as a CFO, Controller, and strategic advisor. He has led accounting and financial operations across multiple industries, building strong banking relationships and guiding organizations through budgeting, forecasting, growth planning, and M&A activity.
Before joining FusionIQ, Mike held senior finance roles at Sagent Lending echnologies, Exact Customer, and Context Capital Partners where he served as i trategic advisor to the CEO, CIO/President, and Board on the company's initiatives and financial direction for various capital introduction portfolio companies including a newly launched fintech platform, Context365.
Zafar Iqbal
Vice President, Product
Zafar is a senior product and technology executive with more than 20 years of experience building product organizations across early-stage startups and Fortune 100 financial institutions. He has led product strategy, platform architecture, and technology organizations across banking, brokerage and wealth management, guiding companies through platform modernization, M&A integration, and new product launches.
Zafar held product and technology leadership roles at DriveWealth, Capital One, and E*TRADE, where he transformed product development processes and launched new products incorporating modern principles including Design Thinking, Lean Startup, and Agile Development. Most recently, Zafar led the product, design and engineering organization at Marstone through the company's acquisition by FusionIQ.
Martha McKinley
Sr. Director, Client Success
Martha is a fintech executive, growth strategist, and client success leader with more than a decade of experience helping financial institutions leverage technology to deepen client engagement, expand access to investing, and drive business growth. She partners with banks, credit unions, wealth managers, and Fortune 500 financial institutions to design, implement, and scale digital wealth and financial wellness solutions.
Throughout her career, Martha has built and institutionalized client onboarding and success programs, led large-scale technology implementations, and helped clients significantly increase assets under management, adoption rates, and investor engagement. Her work spans strategy, operations, technology, marketing, and customer experience, allowing her to bridge the gap between business objectives and digital execution — with a particular focus on making investing more accessible for underserved and emerging investor segments. Martha was named one of the 2024 Inspiring Fintech Females in New York City, and is known for building high-performing teams, cultivating strong client partnerships, and driving transformational growth through technology.
Values that
Align with Our Clients
Independent
We value independence and are committed to fiercely helping our clients achieve it.
Collaborative
We work with our clients to find the best solution and make it easy to implement.
Understanding
Our depth of experience means we know our clients’ challenges.
Competitive
We are a team of winners and roll up our sleeves to work with our clients to make them digital leaders.
Approachable
We are easy to talk with and listen attentively to our clients to find the best solutions.
Efficient
Our knowledge and experience means we work efficiently as a team and with our clients.
Cybersecurity
Cybersecurity is core to everything we do at FusionIQ. As a System and Organization Controls (SOC 2 Type II) Compliant organization, our advanced data security controls and systems give our clients assurance that we are protecting their information.
These cybersecurity protocols are overseen by a highly experienced Information Security Officer who provides continual oversight and leadership to the integrity of our data systems.
Digital Wealth. Delivered
You don't get added to the ranks of
the exclusive list of America Best
TAMPS by doing things the same way as your peers.
You have to offer a game-changing experience for either investors or advisors. FusionIQ does it for both.
— Digital Wealth News
FusionIQ also offers a digital workstation for financial advisors and their clients enabling co-planning and self-directed investing by the client, as well as other direct-to-client digital investing experiences, and practice management support for the advisor.
— Digital Wealth News
FusionIQ provides a wealth management platform that provides a full-service and seamless advisor and client experience for independent broker-dealers, RIAs, banks and credit unions.
— Wealth Solutions Report
An award-winning digital wealth management platform
Best Digital Solution Provider – WealthTech FinTech Futures Banking Awards 2024
Best Wealth Management Solution – 2024 Global BankTech Awards
Finalist – 2024 Credit Union Times Luminaries Awards
Best as-a-Service Solution for Wealth Management –Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year – InvestmentNews Awards 2024
Double Finalist – 2024 ThinkAdvisor Luminaries Awards
Join the FusionIQ Team
If you share our vision, we’d love to hear from you!