Fisher Investments

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation. He has worked at Fisher Investments since 2023 and previously was involved with FIBA Basketball and East Stroudsburg University. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and employs tax-aware processes and defensive tactics to manage risk and positioning.

Giovanni Gutierrez is a Series 65 licensed advisor at Fisher Investments with experience spanning multiple firms, including Oliva Partners Management, Woodforest National Bank, and Promontory Financial Group. His background also includes roles at Oracle, the American Enterprise Institute, and the Employees Retirement System of Texas Pension Fund. Fisher Investments serves a global mix of institutional and private clients, offering 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 diversified portfolios and manages risk through various tactical strategies.

Theodore Parks is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and six years of industry experience. He has worked at Fisher Investments since 2019, following roles at Woodruff Sawyer & Co and TARGET, as well as time spent at Chapman University. Fisher Investments serves a global client base of institutional and private investors, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm’s centralized investment process combines quantitative and qualitative research to construct diversified portfolios, incorporating tax-aware strategies and risk management techniques.

Nicholas Heath is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. He previously worked at PE Solar, Skips Western Outfitters, and PWC, LLC. Outside of finance, Heath is the founder and CEO of Medusa Filtration Systems LLC, a wastewater filtration research startup. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio management.

Paulinda Lee is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. Her prior work includes positions at Liberty Mutual and two separate tenures at Fisher Investments, interrupted by a period as a homemaker. Fisher Investments serves a diverse global clientele, including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, tax-aware strategies, and risk management techniques to construct globally diversified portfolios.

Chad Baker is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Fisher Investments in 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative methods and provides tax-aware strategies along with risk management techniques.

Craig Koller is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2006. Outside of his advisory role, he operates a photography business, Craig T. Koller Photography, where he is the owner and photographer, selling his work online and at open-air markets. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process that incorporates quantitative and qualitative analysis to construct diversified portfolios and manages risk using various tactical strategies.

Timothy Melnychuk is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his financial services role, he was employed in various positions including at Autospa 360 and Chipotle Grill. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment approach through its Investment Policy Committee and provides tax-aware portfolio management along with sub-advisory and retirement plan services.

Charles Vreeland is a financial advisor with Fisher Investments in Plano, TX. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2026. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Northwestern Mutual, and involvement in the wine industry through Ferris & Fletch Wine Company and Grape Creek Winery. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process that employs quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management tactics.

Michael Kandler is a Series 65 licensed advisor at Fisher Investments with three years of industry experience. His career includes two separate periods at Fisher Investments, interspersed with roles at Dish Network and academic positions at the University of Colorado, University of Florida, and Gulf Coast State College. 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 Policy Committee that integrates quantitative and qualitative analysis to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Michael Cannone is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios and offers sub-advisory and retirement plan services.

Derek Jones is a CFP® and ChFC® credentialed advisor with five years of industry experience. He is currently with Fisher Investments and previously worked at Northwestern Mutual in various roles from 2020 to 2023. Outside of financial advising, he operates DMJ Enterprises LLC, a craftsman business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutions and high-net-worth individuals, employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies and risk management techniques.

Jarrod Dehn is a financial advisor with Fisher Investments in Sarasota, FL. He holds Series 65 and Series 66 licenses and has three years of industry experience, all with Fisher Investments. 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 using a centralized Investment Policy Committee that employs quantitative screening and qualitative research to construct globally diversified portfolios.

Braden Blackford is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Jakers Bar & Grill from 2015 to 2018. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with investment decisions centralized through a five-member Investment Policy Committee that employs quantitative and qualitative approaches to portfolio construction.

Diane Ly is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previous work experience at The University of Texas at Dallas, Bank of America, and The Walt Disney Company. Fisher Investments serves a global client base including institutional and private clients, 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 construct diversified portfolios and manages risk through various tactical strategies.