Fisher Investments

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Giovanni Gutierrez is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held roles at Oliva Partners Management, Woodforest National Bank, and several other firms across finance and technology sectors. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Theodore Parks is a Series 65-licensed financial advisor with seven years of industry experience. He has been with Fisher Investments since 2019 and previously worked at Woodruff Sawyer & Co and TARGET. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware risk management strategies.

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 financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2016, with a two-year break serving as a homemaker. Fisher Investments serves a global mix of institutional and private clients, including pension 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 process combining quantitative screening and qualitative research to construct globally diversified portfolios, incorporating tax-aware strategies and risk management techniques.

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 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2006. Outside of his advisory role, he owns and operates a photography business, Craig T. Koller Photography, where he takes and sells photos online and at open-air markets. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management with a centralized investment decision process that integrates quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, with a notable client base outside the U.S. and extensive sub-advisory relationships.

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 at Fisher Investments with five years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Northwestern Mutual. Outside of finance, he has been involved with Ferris & Fletch Wine Company and previously with Grape Creek Winery. Fisher Investments manages portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research, and employs tax-aware and risk management strategies across diversified portfolios.

Michael Kandler is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience including multiple tenures at Fisher Investments and prior roles at Dish Network and academic institutions such as the University of Colorado and the University of Florida. Fisher Investments serves a diverse client base of institutional and private investors worldwide, providing discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative analysis. The firm offers a range of services including sub-advisory, retirement plan management, and implements tax-aware strategies to manage risk and portfolio positioning.

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 at Fisher Investments in Sarasota, FL, holding Series 65 and Series 66 licenses with three years of industry experience. He worked at Edward Jones for one year before joining Fisher Investments, where he has been since 2016. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach led by an Investment Policy Committee, offering discretionary portfolio management with a focus on global diversification, tax-aware strategies, and risk management.

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.