New York, NY Office

Nicholas Witcher is a Series 65-licensed financial advisor at Fisher Investments in New York, NY, with six years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Lifetime Financial Growth and held various positions in the finance and hospitality sectors. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and employs tax-aware strategies and risk management techniques to construct diversified portfolios.

Joshua Evans is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at Fisher Investments since 2018 and previously at Bowers Wealth Management, Inc. from 2014 to 2017. Based in New York, NY, Evans is part of a large team serving institutional and private clients worldwide. Fisher Investments manages discretionary portfolios for institutional and high-net-worth clients, utilizing a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory and retirement plan services and employs tax-aware and risk-management strategies across diversified mandates.

Erik Hansson is a financial advisor at Fisher Investments in New York, NY, holding a Series 65 designation with eight years of industry experience. He has worked at Fisher Investments since 2017 and previously spent time at LPL Financial and the University of Southern Mississippi. Fisher Investments serves a global client base including institutional and private clients, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment approach involving quantitative and qualitative research, implementing tax-aware strategies and risk management techniques.

Stephen Hogan is a financial advisor with Fisher Investments, holding a Series 65 designation and 10 years of industry experience. He has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member committee that uses both quantitative and qualitative research to construct globally diversified portfolios.

Omar Nevarez is a Series 65-licensed financial advisor with Fisher Investments in New York, NY, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a partner in a beauty salon business and co-owns a vending machine operation. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process involving quantitative and qualitative analysis to construct diversified portfolios and employs tax-aware and risk-management strategies.