Cincinnati, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$331,342,171,812
ClientsTotal clients
199,061
AdvisorsAdvisors at this office
2
Of 2,987 advisors across 245 offices
Location
Cincinnati OH
Advisors at this office
2
Advisors at this office
Nathaniel B
CFP®, Series 63, Series 65
Cincinnati, OH
Fisher Investments
Nathaniel Bowman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Fifth Third Securities and Fifth Third Bank from 2013 to 2021. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques, including tax-aware processes and defensive tactics.
Zachary B
Series 65
Cincinnati, OH
Fisher Investments
Zachary Bibb is a financial advisor with Fisher Investments, holding a Series 65 designation and bringing nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.
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