Joan Mulholland is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has nine years of industry experience. She has worked with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Joseph Trachta is a financial advisor with Fisher Investments in Camas, WA. He holds a Series 66 designation and has 15 years of industry experience, including three years at Morgan Stanley before joining Fisher Investments in 2014. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Andrew Kunitomo is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017. His prior experience includes roles at Bank of America and Merrill Lynch. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with an investment process that combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

Jeremy Bordelon is a Series 65 licensed financial advisor at Fisher Investments with six years of industry experience. He has been with Fisher Investments since 2018, following his studies at California State University, Chico. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s centralized investment process combines quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Christopher Lagoy is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Fisher Investments since 2013. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm combines quantitative screening and qualitative research through a centralized investment process to manage diversified portfolios across multiple asset classes.

Derek Vanderlinde is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been associated with key Investment Services LLC since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee that combines quantitative and qualitative methods to construct globally diversified portfolios, employing tax-aware processes and risk management strategies.

Nathan Fuller is a Series 65-licensed financial advisor at Fisher Investments with 13 years of industry experience. He has worked with Fisher since 2013. Outside of his advisory role, Fuller owns and manages an Airbnb rental. Fisher Investments serves a global client base that includes institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware strategies and risk management techniques.

David Goodman is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where he has worked for 13 years. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Tremaine Peterson is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Fisher Investments. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research.