MoneyBlock, a US-based online broker-dealer serving reps and advisors, has appointed Joseph Cusick as new vice president of wealth and asset management.
In his new role, Cusick will oversee the development of MoneyBlock’s wealth-management platform, targeting independent reps and advisors, who manage more than US$25 million.
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Additionally, Cusick will build out the capabilities within MoneyBlock’s proprietary management platform.
Prior to joining MoneyBlock, Cusick worked as senior vice president of education at optionsXpress, where he led development of optionsXpress’ education programs to support investors and advisors incorporate options as an equity portfolio management tool.
Earlier to this, he also worked at brokersXpress and also served as market maker on the Chicago Board Options Exchange.
Steve Hoffman, CEO of MoneyBlock, said: "With his experience in both the options-trading and advisory spaces, Joe Cusick is the right person to lead MoneyBlock’s platform development, giving RIAs and hybrid advisors access to intuitive, technologically-driven management tools and solutions."
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By GlobalDataJoe Cusick said: "MoneyBlock believes that advisors should be given more tools to professionally manage their clients’ books, including options-trading capabilities. MoneyBlock’s platform is about empowering wealth managers with tools to better manage and grow their business, and not limit them to predefined or proprietary products."
