FUSE Team

FUSE Team

——FUSE Team——

You have plenty of "yes" men. What you need is a "know" man.

Jeff Strange
Relationship Manager
Jeff Strange
Relationship Manager
908-232-1629

Jeff 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. Jeff also contributes to the FUSE BenchMark series research and other FUSE research and consulting projects.

 

Previously 

  • Strategic Insight, 2016-2018  
    • Led the U.S. and global research teams in coverage of product trends, channel developments, and evolution of asset management organizations.
    • Provided thought leadership, data tools, and client consultation on the US subadvisory market.
  • kasina, 2014-2016
    • Director and contributor of research on sales organizations, data analytics implementation, product development, and digital engagement.
    • Collected and delivered customized data on advisor sentiment and behavior.
  • Cole Capital, 2011-2014 
    • Provided executive decision-support, product strategy, and sales strategy/support for commercial real estate investments totaling $12 billion in AUM.
  • Cerulli Associates, 2004-2011
    • Practice management leader for managed accounts and institutional asset management teams.

 

TOP ACCOMPLISHMENTS/SPECIALTIES

  • Created foundational research on the creation of UMA platforms and the evolution of advisory programs.
  • Authored two annual market-sizing studies on the retail product landscape, including five-year projections for intermediary channel growth and mutual fund, ETF and SMA flows.
  • Part of the team that brought to market one of the first daily valued, perpetual life real estate investment trust (REIT) products.

 

Education & Other ExperIENCE

  • Georgetown University, BS, Business Administration
  • Chartered Alternative Investment Analyst (CAIA) charterholder

 

Interesting Notes, Perhaps

  • Serve as an alumni interviewer of prospective students to Georgetown University as part of the admissions process and realize that I would never be admitted under today’s standards.
  • Avid fan of the Georgetown Hoyas, Arizona Cardinals, SF Giants, and whoever is playing against Syracuse.
  • Exercise activity consists of trying to keep up with two indefatigable daughters.