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Michael S

Series 65

Tampa, FL

Fisher Investments

Michael Smelyanskiy is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at DoorDash and Indiana University. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Paul S

CFP®, ChFC®, Series 63, Series 65

Tampa, FL

Fisher Investments

Paul Schobert is a CFP® and ChFC® with 27 years of industry experience. He has been with Fisher Investments since 2022 and previously worked for Mutual Of America Securities Corporation and Mutual Of America Life Insurance Company from 2009 to 2022. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative research to construct globally diversified portfolios.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Valkyrie L

Series 63, Series 65

Tampa, FL

Fisher Investments

Valkyrie Lang is a financial advisor at Fisher Investments with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corp. and New York Life. Outside of finance, Lang owns a retail business offering body care and skincare products directly to consumers. Fisher Investments serves a global client base that includes institutional and private investors, providing discretionary portfolio management with a focus on equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Steven S

CFP®, Series 63, Series 66

Tampa, FL

Fisher Investments

Steven Saunders is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Fisher Investments and has previously worked at Charles Schwab and T. Rowe Price. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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