Who We Are

PATRICK NEWCOMB

781-400-5169

Patrick Newcomb

Relationship Manager

Patrick is responsible for providing the highest level of service to FUSE clients. In his role he works closely with FUSE clients on a day-to-day basis to ensure that they achieve their strategic and tactical objectives. Patrick also contributes to the FUSE BenchMark series research, advisor research and other FUSE research and consulting projects.

EDUCATION &
OTHER EXPERIENCE

  • Patrick is a graduate of Boston College with a B.S. in Finance and Marketing

PREVIOUSLY

  • Patrick worked at Cerulli Associates with research responsibilities focusing on the fee-based advisory industry and provided qualitative and quantitative analysis for the firm’s quarterly and annual reports.
  • Patrick was the lead author on multiple reports including Managed Accounts: Product Innovation in Fee-Based Relationships.
  • He also helped build an interactive web-based platform focused on managed account platforms.