Austin, TX Office

William Driver is a financial advisor at Fisher Investments with 23 years of industry experience. He has been with Fisher Investments since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner and president of South Camp Development, LLC, a real estate investment and development business focused on redeveloping 144 acres near Austin, Texas. Fisher Investments provides discretionary portfolio management to a global clientele that includes institutional and high-net-worth clients. The firm uses a centralized investment process combining quantitative and qualitative analysis to manage diversified portfolios with tax-aware strategies and risk management techniques.

Bruce Stewart is a financial advisor with Fisher Investments in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Arete Wealth Management LLC and KBS Capital Markets Group. Outside of his advisory work, he manages personal investments through an ownership interest in B&T Acquisitions, LLC. Fisher Investments serves a global clientele 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 and qualitative research to construct globally diversified portfolios.

Ulysses Cisneros is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Empower Advisory Group and Personal Capital. 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 employs a centralized investment process combining quantitative and qualitative research, along with tax-aware management and risk strategies.

Thomas Caldroney is a Series 65-credentialed financial advisor with 21 years of industry experience, currently working at Fisher Investments since 2002. He is based in Austin, TX. Fisher Investments serves a diverse client base that includes institutional investors, pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Levi Sikkema is a Series 65-licensed financial advisor with Fisher Investments, based in Austin, TX. He has 14 years of industry experience and has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management with a centralized investment approach that incorporates both quantitative and qualitative research. The firm manages diverse portfolios using tax-aware strategies and risk management techniques across multiple asset classes.

Peter Detchon is a financial advisor at Fisher Investments with 17 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2014. Outside of his advisory role, he is the owner of Detchon Ventures LLC, investing as a silent partner in private equity, and is involved in a local Austin hospitality-focused private equity venture. Fisher Investments serves institutional and high-net-worth clients worldwide, providing discretionary portfolio management across multiple asset classes. The firm centralizes investment decisions with a committee that uses quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Kimberly Pearson is a financial advisor with Fisher Investments based in Austin, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Fisher Investments since 2002. 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 process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Andrew Lupalovsky is a Series 65 licensed financial advisor with Fisher Investments, based in Austin, TX, and has 10 years of industry experience. He has worked with Fisher Investments continuously since 2014. Outside of his advisory role, he is an owner of rental property in Dallas, TX. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and manages a broad range of accounts including sub-advisory and retirement plans.

Nicholas Hartley is a Series 65 licensed financial advisor with Fisher Investments, based in Austin, TX. He has nine years of industry experience and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Jonathan Sharg is a CFP®, CFA®, and Series 65 credentialed advisor with 11 years of industry experience. He is currently with Fisher Investments in Austin, TX, having worked there since 2025 and previously from 2013 to 2021, with a tenure at Broadway Wealth Solutions in between. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies and defensive tactics to manage risk.