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Shannon S
Series 63, Series 65
Park City, UT
Fisher Investments
Shannon Spangler is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2018, following a 14-year tenure at Sanford C. Bernstein. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies alongside defensive tactics to manage risk and portfolio positioning.
Andrew M
Series 63, Series 66
Park City, UT
Fisher Investments
Andrew Mangin is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Highland Capital Funds Distributor, and Eaton Vance Management. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios and implements tax-aware strategies alongside risk management techniques.
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