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.
Company / About us
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
6 Weeks
to Implement a White Label Platform
115,000+ Investors
on FusionIQ One
Our Family of Companies
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. In faucibus est at erat mattis, ut sollicitudin ex fermentum. Vivamus libero nunc, sodales ac hendrerit id, condimentum sed ante.
Our Leadership Team
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 | Chair and 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.
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.
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.
Pete Chiccino | Chief Operating Officer
Mike Duprez | Chief Financial Officer
Mike Duprez is a seasoned financial executive with over 17 years of experience spanning asset management, financial technology, and private equity-backed ventures. A Certified Public Accountant licensed in the state of New York, Mike has held a range of senior finance roles—including Controller, Vice President of Finance, and Chief Financial Officer—since 2014.
Mike began his career at PwC in the Asset Management Group, where he developed a strong foundation in institutional finance. Since then, he has built a track record of leadership across the fintech and asset management sectors, playing a key role in scaling companies backed by private equity and family offices, including Sagent and Context365. His expertise lies in driving financial strategy, operational efficiency, and investor readiness for high-growth firms at the intersection of technology and capital markets.
Mike Duprez is a seasoned financial executive with over 17 years of experience spanning asset management, financial technology, and private equity-backed ventures. A Certified Public Accountant licensed in the state of New York, Mike has held a range of senior finance roles—including Controller, Vice President of Finance, and Chief Financial Officer—since 2014.
Mike began his career at PwC in the Asset Management Group, where he developed a strong foundation in institutional finance. Since then, he has built a track record of leadership across the fintech and asset management sectors, playing a key role in scaling companies backed by private equity and family offices, including Sagent and Context365. His expertise lies in driving financial strategy, operational efficiency, and investor readiness for high-growth firms at the intersection of technology and capital markets.
John Guthery, CFA | Chief Investment Officer
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’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.
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’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.
Peter Brittain | Head of Business Development
Peter is an accomplished sales executive bringing more than six years of business development in financial services to his role of Head of Business Development. An expert in building strategic relationships and consultative selling, Peter is focused on developing strategic client partnerships with financial institutions and advisors.
Prior to FusionIQ, Peter was a sales associate for Olden Lane Securities, managing client relationships. His commitment to client success resulted in the origination of $32.5M of subordinated debentures and coordinated efforts to build a pipeline of $140M of subordinated debt underwriting. Peter holds FINRA Series 7 and 63 securities licenses.
Sloan Shanahan | Chief Revenue Officer
Mike Duprez is a seasoned financial executive with over 17 years of experience spanning asset management, financial technology, and private equity-backed ventures. A Certified Public Accountant licensed in the state of New York, Mike has held a range of senior finance roles—including Controller, Vice President of Finance, and Chief Financial Officer—since 2014.
Mike began his career at PwC in the Asset Management Group, where he developed a strong foundation in institutional finance. Since then, he has built a track record of leadership across the fintech and asset management sectors, playing a key role in scaling companies backed by private equity and family offices, including Sagent and Context365. His expertise lies in driving financial strategy, operational efficiency, and investor readiness for high-growth firms at the intersection of technology and capital markets.
Mike Duprez is a seasoned financial executive with over 17 years of experience spanning asset management, financial technology, and private equity-backed ventures. A Certified Public Accountant licensed in the state of New York, Mike has held a range of senior finance roles—including Controller, Vice President of Finance, and Chief Financial Officer—since 2014.
Mike began his career at PwC in the Asset Management Group, where he developed a strong foundation in institutional finance. Since then, he has built a track record of leadership across the fintech and asset management sectors, playing a key role in scaling companies backed by private equity and family offices, including Sagent and Context365. His expertise lies in driving financial strategy, operational efficiency, and investor readiness for high-growth firms at the intersection of technology and capital markets.
Eric Noll
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.
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
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.
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.
Pete Chiccino
Jim Cott
Mike Duprez is a seasoned financial executive with over 17 years of experience spanning asset management, financial technology, and private equity-backed ventures. A Certified Public Accountant licensed in the state of New York, Mike has held a range of senior finance roles—including Controller, Vice President of Finance, and Chief Financial Officer—since 2014.
Mike began his career at PwC in the Asset Management Group, where he developed a strong foundation in institutional finance. Since then, he has built a track record of leadership across the fintech and asset management sectors, playing a key role in scaling companies backed by private equity and family offices, including Sagent and Context365. His expertise lies in driving financial strategy, operational efficiency, and investor readiness for high-growth firms at the intersection of technology and capital markets.
Mike Duprez is a seasoned financial executive with over 17 years of experience spanning asset management, financial technology, and private equity-backed ventures. A Certified Public Accountant licensed in the state of New York, Mike has held a range of senior finance roles—including Controller, Vice President of Finance, and Chief Financial Officer—since 2014.
Mike began his career at PwC in the Asset Management Group, where he developed a strong foundation in institutional finance. Since then, he has built a track record of leadership across the fintech and asset management sectors, playing a key role in scaling companies backed by private equity and family offices, including Sagent and Context365. His expertise lies in driving financial strategy, operational efficiency, and investor readiness for high-growth firms at the intersection of technology and capital markets.
John Guthery
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’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.
John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.
John’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.
Peter Brittain
Peter is an accomplished sales executive bringing more than six years of business development in financial services to his role of Head of Business Development. An expert in building strategic relationships and consultative selling, Peter is focused on developing strategic client partnerships with financial institutions and advisors.
Prior to FusionIQ, Peter was a sales associate for Olden Lane Securities, managing client relationships. His commitment to client success resulted in the origination of $32.5M of subordinated debentures and coordinated efforts to build a pipeline of $140M of subordinated debt underwriting. Peter holds FINRA Series 7 and 63 securities licenses.
Sloan Shannahan
Toggle Content
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.
An award-winning digital wealth management platform
