In 2008, Neil formed FUSE Research Network LLC in order to improve the effectiveness of the sales, marketing and product functions associated with the distribution of investment products. FUSE delivers customized market intelligence which improves decision making and tactical execution. As of the end of 2016, FUSE provides ongoing support to 45 investment management firms which range in size from less than $500 million in AUM to more than $1 trillion.
Prior to FUSE, Neil founded Financial Research Corporation (FRC) in 1987 and over the next 20 years built a business that delivered innovative competitive intelligence to more than 200 fund groups who collectively accounted for over 95% of U.S. mutual fund assets under management. Neil maintains an extensive network across all facets of the asset management industry and has a unique vantage point from which he has observed 30+ years of evolution of investment firms – leading to a keen sense of how and why companies succeed or fail.
Neil serves as an independent director for the Vertical Capital Income Fund and has been an independent director for BNY Mellon Charitable Gift Fund and Financial Investors Variable Investment Trust. Neil has appeared on CNBC and Bloomberg and is a regular contributor to a wide range of business publications including Wall Street Journal, Reuters, Ignites, Barron’s and InvestmentNews. Neil is also active with industry trade groups (ICI, MMI, MFEA, PAICR) and is a regular speaker and judge (NOVA Awards, WealthManagement.com Awards) at industry events. Neil began his professional career in 1983 as an analyst with Zacks and later moved to Kemper Financial to lead the competitive research effort. Neil received his undergraduate degree from Marquette University and an MBA from DePaul University.