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Emily F
Series 65
Tampa, FL
Fisher Investments
Emily Farace is a Series 65-credentialed financial advisor with four years of industry experience, currently with Fisher Investments since 2021. Her prior roles include positions at L3 Campus Housing, Smokin' Notes, and Stick It Gymnastics. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research.
Thomas P
Series 65
Tampa, FL
Fisher Investments
Thomas Powell is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2022. Prior to his advisory role, he was a full-time student for 14 years. 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. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that incorporates quantitative and qualitative analysis to manage diversified portfolios.
Abdulaziz A
Series 66
Tampa, FL
Fisher Investments
Abdulaziz Albasri is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017, following three years at PNC Bank and PNC Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative methods to construct diversified portfolios and employs various risk management techniques alongside tax-aware strategies.
Corinna S
Series 65
Tampa, FL
Fisher Investments
Corinna Smith is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher in 2019, she held roles at Target and the Oregon State Beaver Store. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.
John K
Series 66
Tampa, FL
Fisher Investments
John Kern Jr. is a financial advisor at Fisher Investments with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley, PwC, and Core Avionics. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.
Zeyu L
Series 65
Tampa, FL
Fisher Investments
Zeyu Lyu is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Clearstead Advisors, LLC from 2018 to 2022 and held roles at The Ohio State University and Bowling Green State University. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes, utilizing centralized investment decisions and a range of tactical strategies to manage risk and optimize portfolios.
Jacqueline E
Series 65
Tampa, FL
Fisher Investments
Jacqueline Elkin is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. Prior to joining Fisher Investments, she worked at Evan's and Greene LLP and the Gusdorf Law Firm. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment decision process supported by quantitative and qualitative research.
Lawrence L
Series 66
Tampa, FL
Fisher Investments
Lawrence Lagud is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services Inc., and First Command Financial Planning, Inc. He served in the United States Marine Corps for 13 years. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.
Matthew D
Series 65
Tampa, FL
Fisher Investments
Matthew Dugan is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held positions at Fisher Investments since 2022 and previously worked at Peace River Electric Cooperative and NorthStar Home. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.
Reagan L
Series 65
Tampa, FL
Fisher Investments
Reagan Landers is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. Before joining Fisher Investments in 2022, Landers held roles in the hospitality and service industries, including positions at Sandbar Bar & Grill and Grayhawk Golf Course. 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 approach combining quantitative screening and qualitative research to construct diversified portfolios and offers specialized services such as tax-aware strategies and defensive tactics to manage risk.
Thomas S
Series 63, Series 65
Tampa, FL
Fisher Investments
Thomas Sirianno is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Citizens Bank, Citizens Securities INC., Rocket Software, Ingram Micro, Buffalo Sabres, Reebok, Niagara University, and the Chautauqua Institution. Fisher Investments serves a global client base including institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment process that incorporates quantitative and qualitative research, risk management techniques, and tax-aware strategies.
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