——FUSE Team——

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

Will Baun
Associate Director of Research
Will Baun
Associate Director of Research

Works as part of the FUSE research staff, mainly in quantitative and qualitative content management for the Decision Support Platform service offering, along with project support for client-specific work.



  • One Charles Private Wealth, 2017-YE2017
    • Managed a group of clients
    • Supported a team of advisors servicing HNW individuals and retirement plans
    • Investment committee member
  • Charles Schwab Advisor Services, 2016-2017
    • Internal support for team covering RIAs across New England
    • Consulted on growth strategies, client experience, M&As, ADV updates, and operational efficiencies
  • Cerulli Associates, 2014-2015 
    • Sales and Client Support
    • Presented and taught clients how to use the data within their strategic business plans



  • Developing tools and strategy to improve efficiency and decision-making


Education & Other ExperIENCE

  • University of Massachusetts, Amherst, BA, History with minor in Education
  • Inducted into the National History Honors Society (Phi Alpha Theta) and the National Society of Leadership and Success
  • Professional Licenses: Series 7, 63


Interesting Notes, Perhaps

  • Avid scuba diver and spear fishers
  • Participate in Big Brother Big Sister
  • Been on Good Morning America and in People Magazine