Mr. Fusi is a senior investment portfolio manager with over 30 years of experience building strong client relationships and managing all aspects of high net worth investment portfolios. He is well regarded for his advice on total investment design, client risk control, asset allocation mix, and financial planning as it applies to tax, estate, and charitable gift giving and management.
In addition to being a Certified Financial Planner (CFP®), Steve is also a Chartered Financial Analyst (CFA). The CFA charter is one of the most respected designations in finance and is considered by many to be the gold standard in the field of investment analysis. Throughout the years, clients have benefited from Steve’s depth of investment experience, knowledge, and perspective. As such, he has developed strong working relationships with clients and is known for his skilled ability in providing comprehensive investment solutions to a wide variety of client situations.
Prior to his role with New Wealth Advisors, Steve spent over 20 years with Boston Advisors, most recently in the capacity of Senior Vice President, Portfolio Manager and Limited Partner. His diverse background also includes varied financial management and engineering roles at such companies as Bank of New England, EF Hutton, Parsons Corporation and Facilities Systems Engineering Corporation.