——FUSE Team——

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

Will Baun
Research Analyst
Will Baun
Research Analyst

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
    • Supported a team that manages $500 million in assets for individuals and retirement plans
    • Provided client service and operations for over 150 families
    • Standardized marketing and business development efforts
    • Produced materials and prepared advisors for client meetings
  • Charles Schwab Advisor Services, 2016-2017
    • Internal support for 7 person sales team covering 300+ RIAs with $60 billion+ AUM
    • Consulted on growth strategies, client experience, M&As, ADV updates, and operational efficiencies
    • Ranked #1 in role for activity during every quarter throughout 2016 
    • Developed a tool to uncover best sales opportunities and team’s strategic plan
  • Cerulli Associates, 2014-2015 
    • Created research packages for global asset and wealth managers to assist their corporate initiatives
    • Presented data to clients and key partners to assist with 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