Asset Management & Market Research

Contributors

Kevin P. Lane – Managing Partner

Named one of the top independent analysts in the country by Business Week Magazine in their expose entitled, “Analysts That Get It”, Mr. Lane serves as Chief Investment Officer for Fusion Analytics Investment Partners LLC. Mr. Lane is also the founder and lead architect behind Fusion’s proprietary software platform, FusionIQ which fuses a variety of technical andfundamental variables/analytics into a cohesive alpha generating equity ranking system. Known throughout the investing world for his insightful and against the grain research calls, Mr. Lane forewarned investors of the pending collapses at both Enron and Tyco while the consensus Wall Street opinion still remained bullish. Additionally, his early and accurate predictions in 2002 and 2003/2004 of new secular Bull Markets in Gold (2002), Energy (2003), and Oil Service (2004) were both timely and again against consensus. A sought after analyst, Mr. Lane is routinely cited and appears in major media outlets such as Bloomberg Television, Fox Business Television, CNBC, Barron’s, The USA Today,and Business Week. Additionally, he has been hired as a research consultant to many of the nation’s top hedge funds and trading desks, such as UBS where he was hired to teach algorithmic/technical trading strategies. Also a respected lecturer, Mr. Lane gives numerous presentations to many of the country’s top business schools.

klane@fusioninvest.com

Craig W. Dougherty – Chief Operating Officer

After a long career as both an investment banker and CFO, Craig joined Fusion Analytics Holdings as COO in September, 2010. He is responsible for developing and executing the strategies which continue to build Fusion and its operating companies into industry leaders. Mr. Dougherty ensures Fusion’s asset management company, Fusion Analytics Investment Partners, as well as affiliates Fusion Analytics Securities (our institutional broker/dealer) and Fusion IQ (our proprietary software platform which creates a cohesive alpha generating equity ranking system), work to support each other and our clients. Mr. Dougherty also helps drive product development, and manages relations with Fusion’s outside investor partners.

Mr. Dougherty joins Fusion after a 20 year banking career, where he last served on the executive management committee of Union Bank, and President of their merchant banking subsidiary. He also managed Union Bank’s corporate finance divisions for several industry groups, including the financial services industry. Mr. Dougherty also served as CFO of ReplayTV, the pioneering developer of the DVR, as well as for other companies in the new media industry. Mr. Dougherty co-founded Content & Company in 2008, one of the leading companies in branded entertainment. Mr. Dougherty received a BA from Tufts University.

cdougherty@fusioninvest.com

Michael Needleman – Senior Partner

With over twenty-five years of experience on both the buy and sell sides of Wall Street, Michael Needleman has an abundance of knowledge and expertise in the investment industry, which allows him to thrive as an analyst with Fusion Analytics Research Partners, LLC.  Michael’s research specialty lies is in small to mid cap companies.  He is also a Managing Partner with Preservation Asset Management.

Prior to joining Fusion Analytics Michael served as a Portfolio Manager and Partner at Ridgecrest Partners, as a Founding Partner of Thomas Weisel Partners, and as Sr. Managing Partner at Bear Stearns and Kidder Peabody.

Michael has a BBA from NLU and Michael’s track record of outstanding performance, combined with Fusion Analytics distribution abilities, creates a powerful money management force to give individuals and institutions alike, a winning team.

mneedleman@fusioninvest.com

Joseph Dedona – Senior Analyst

Joseph Dedona is an analyst at boutique research firm Fusion Analytics Research Partners LLC in New York City and is responsible for preparing and approving the firm’s institutional research reports. Mr. Dedona graduated summa cum laude with a 4.0 grade point average in Finance from St. John’s University in Queens, New York where he was also awarded the Charles Kiernan Award for excellence in Finance and Economics. He has worked both as a retail and an institutional broker at A.B. Watley, Inc., Redwood Technimentals LLC and Tullett Liberty prior to joining Fusion Analytics. He holds Series 3 (Futures and Commodities), Series 7 (General Securities Representative), 24 (General Securities Principal), 55 (Registered Equity Trader), 63 (Uniform State Law), 65 (Registered Investment Advisor), 86 (Registered Research Analyst) and 87 (Registered Research Analyst – Regulations) licenses from the NASD.

jdedona@fusioninvest.com

Peter Weitz – CRPC®, CSNA, MBA

Peter joined the industry over six years ago after spending 13 years in real estate development and financing.  A dual graduate of George Washington University, Peter holds a Master’s Degree in finance.  His primary areas of practice are corporate finance and banking, retirement planning and 401(K)’s, private annuities and special needs trusts.  He resides in Delray Beach Florida with his wife Jennifer, a certified public accountant.

pweitz@fusioninvest.com

Joseph Conte CPA – Chief Financial Officer

Joseph Conte is the CFO of Fusion Analytics Investment Partners LLC as well as its’ parent Fusion Analytics Holdings LLC. Prior to joining Fusion Joe was a Senior Vice President at Arthur Andersen. Additionally he held similar titles during his career at KPMG and Mesirow Financial. With a strong background in corporate turnarounds, restructuring and bankruptcy consultancy to Fortune 500 companies Joe brings vast financial competencies to Fusion Analytics. His roster of clients he provided these services to is a who’s who of Corporate America; Delta, UAL, Atlas Air, Hertz and Kmart to name a few.

Mr. Conte is a graduate of Florida State University and holds a BS in Accounting.

jconte@fusioninvest.com

Jeffrey Myers CFP™

Jeffrey Myers is a CERTIFIED FINANCIAL PLANNER™ (CFP) practitioner with Fusion Analytics Investment Partners in Port Washington, New York.  Mr. Myers provides personalized investment management services for high net worth individuals.  He currently provides comprehensive financial planning and asset management services to a diversified group of clients.  Jeff is proud to serve clients with professional backgrounds that include, CEO’s, CFO’s, Chief Technology Officers, CPA’s, Dentists, Physicians, Attorneys, Teachers and small business owners.

jmyers@fusioninvest.com

CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Eric C. Willer, CFA

Mr. Willer is a Regional Vice President and Manager of the Dallas office for Fusion Analytics Investment Partners LLC. He has an MBA from the University of Texas at Austin, is a Chartered Financial Analyst (CFA), and has over 20 years of experience in the investment industry.  He manages investment portfolios for retirees and baby boomers or professionals who have investment goals like retirement, and can’t afford big draw-downs in their portfolios if they are going to reach their goals.  He also provides comprehensive financial planning along with his asset management services to a diversified group of clients.
A Dallas native, Mr. Willer is on the Board of Directors and is a volunteer with Discovery Ministries. He is also a member of the CFA Institute. He is married and has one daughter.

ewiller@fusioninvest.com