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Author: John Guthery, CFA

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.

Book a Demo

Wealth Tech Solutions

  • Overview
  • Digital Advice
  • Self-Directed Investing
  • Advisor-Led Investing
  • Digital Onboarding
  • Model Marketplace
  • Solution Use Cases
  • Ecosystem Integrations
  • Overview
  • Digital Advice
  • Self-Directed Investing
  • Advisor-Led Investing
  • Digital Onboarding
  • Model Marketplace
  • Solution Use Cases
  • Ecosystem Integrations

Who We Serve

  • Banks and Credit Unions
  • Broker-Dealers
  • RIAs
  • Asset Managers
  • Retirement Providers
  • Insurance Providers
  • Payroll & HR
  • Family Offices
  • Banks and Credit Unions
  • Broker-Dealers
  • RIAs
  • Asset Managers
  • Retirement Providers
  • Insurance Providers
  • Payroll & HR
  • Family Offices

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