Bryce B. Engel

Chief Executive Officer at

Fusion Investment Advisors LLC

54 year

Finance

Consumer Services

Profile

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.

Bryce B. Engel active positions

Companies	Position	Start
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.	Chief Executive Officer	01/10/2017

All active positions of Bryce B. Engel

Former positions of Bryce B. Engel

Companies	Position	End
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	Director/Board Member	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	Director/Board Member	-
Penson Worldwide, Inc. Penson Worldwide, Inc. Investment Banks/BrokersFinance Provides securities clearing services	President	-

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Linked companies

Private companies	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