DALLAS, TX - May 22, 2025 - Fusion Capital Management, a technology-enabled RIA delivering financial freedom to financial advisors, today announced strategic leadership changes designed to enhance service delivery and accelerate the company's growth trajectory.
The changes include an expanded role for Justin Koehler as Director of Relationship Management, the promotion of Brayden Engel to Director of Operations, and the appointment of Steven Watkins as Managing Director of Sales.
"These organizational changes reflect our commitment to scaling our business while maintaining the personalized service our advisors expect," said Bryce Engel, Chief Executive Officer of Fusion Capital Management. "As we continue to grow beyond $1 billion in AUM with over 75 partner advisors, strengthening our leadership team ensures we can deliver even greater value to the advisors who trust us with their operational infrastructure."
Leadership Transitions
Robert Pujia, who has served as Chief Operating Officer since 2011, will be transitioning from his full-time role at the end of May to pursue a long-planned opportunity to lead another established RIA. To ensure continuity for advisors, Pujia will remain actively involved as a consultant to Fusion for the next 6-12 months.
"Bob's contributions to Fusion have been instrumental in building the efficient, advisor-centric platform we offer today," said Engel. "We're grateful that he'll continue to provide his expertise during this transition period, ensuring our advisors experience the same exceptional service they've come to expect."
Justin Koehler will expand his responsibilities as Director of Relationship Management, overseeing relationship management for the entire organization. In this new role, Koehler will lead training, onboarding, and ongoing support for all Fusion advisors, ensuring they maximize the benefits of Fusion's integrated platform.
Brayden Engel has been promoted to Director of Operations from his role of Senior Operations Analyst. Previously a Senior Analyst at Goldman Sachs in the Global Banking & Markets division, Engel brings valuable experience in managing complex operational processes. In his new role, he will drive operational excellence by supervising key tasks and managing client workflow to help advisors grow their practices and better serve their clients.
Steven Watkins joins Fusion as Managing Director of Sales, bringing nearly three decades of financial services experience. Watkins previously held leadership positions at HD Vest, Avantax, and Merrill, where he directed part of the practice management team focused on identifying growth opportunities and operational efficiencies for financial advisors.
"Steven's extensive background in helping advisors optimize their practices aligns perfectly with our mission," noted Engel. "His leadership will be invaluable as we continue to empower advisors to control their payouts, products, and time through our platform."
About Fusion Capital Management
Fusion Capital Management is a tech-enabled RIA delivering financial freedom to financial advisors, led by a commitment to pricing solutions differently than other broker-dealers and RIAs. Using an integrated platform, Fusion empowers advisors to run their practices with efficiency, flexibility, and control by combining innovative fintech with deep operational infrastructure and extensive choices for running businesses the way advisors want. Fusion advisors are able to run highly efficient practices and earn higher payouts without being constrained by operational limitations. Together, Fusion's more than 75 partner advisors manage over $1 billion in AUM with no signs of slowing down.
