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Bryce B. Engel
Directeur Général chez
Fusion Investment Advisors LLC
Profil
Mr. Bryce B. Engel is a Chief Executive Officer at Fusion Investment Advisors LLC.
He serves on the Advisory Board and manages day-to-day operations, driving the company's growth and innovation.
Under his leadership, Fusion has expanded its assets under advisement to over $1 billion, serving more than 75 financial advisors.
He is motivated by making Fusion successful, fostering further growth, and delivering an exceptional experience.
His goal is to truly help advisors boost their payouts and run their businesses better through robust technology and operations.
Mr. Engel was previously employed as a President by Penson Financial Services, Inc., a President & Chief Operating Officer by Penson Worldwide, Inc., and a Chief Brokerage Operations Officer & Senior VP by TD Ameritrade Holding Corp.
He also served on the board at Penson Financial Services Ltd. and The Options Clearing Corp.
He received his degree in Finance and Management from the University of Nebraska.
Postes actifs de Bryce B. Engel
| Sociétés | Poste | Début |
|---|---|---|
Fusion Investment Advisors LLC
 Fusion Investment Advisors LLC Investment ManagersFinance Fusion maintains an open architecture portfolio management platform. Investments and allocations are determined based upon the clients’ predefined objectives, risk tolerance, time horizons, financial information, and various other suitability factors. | Directeur Général | 01/10/2017 |
Anciens postes connus de Bryce B. Engel
| Sociétés | Poste | Fin |
|---|---|---|
Penson Financial Services, Inc.
 Penson Financial Services, Inc. Investment Banks/BrokersFinance Provides securities execution, clearing, custody and settlement services | President | 06/08/2012 |
The Options Clearing Corp.
 The Options Clearing Corp. Regional BanksFinance Provides equity derivatives clearing services | Directeur/Membre du Conseil | 01/01/2009 |
| TD AMERITRADE HOLDING CORPORATION | Corporate Officer/Principal | 01/11/2008 |
Penson Financial Services Ltd.
 Penson Financial Services Ltd. Regional BanksFinance Provides clearing services | Directeur/Membre du Conseil | - |
Penson Worldwide, Inc.
 Penson Worldwide, Inc. Investment Banks/BrokersFinance Provides securities clearing services | President | - |
Formation de Bryce B. Engel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
The Options Clearing Corp.
The Options Clearing Corp. Regional BanksFinance Provides equity derivatives clearing services | Finance |
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Penson Worldwide, Inc.
Penson Worldwide, Inc. Investment Banks/BrokersFinance Provides securities clearing services | Finance |
Penson Financial Services, Inc.
Penson Financial Services, Inc. Investment Banks/BrokersFinance Provides securities execution, clearing, custody and settlement services | Finance |
TD Ameritrade Holding Corp.
 TD Ameritrade Holding Corp. Investment Banks/BrokersFinance Provides securities brokerage and technology based financial services | Finance |
Penson Financial Services Ltd.
Penson Financial Services Ltd. Regional BanksFinance Provides clearing services | Finance |
Fusion Investment Advisors LLC
Fusion Investment Advisors LLC Investment ManagersFinance Fusion maintains an open architecture portfolio management platform. Investments and allocations are determined based upon the clients’ predefined objectives, risk tolerance, time horizons, financial information, and various other suitability factors. | Finance |
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