Tampa, FL Office

Patrick Carey is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett & Co. LLC. Outside of his advisory role, he is a limited partner in several commercial rental property ventures in Maine that provide housing for market rate lower income individuals. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach with a five-member committee, utilizes tax-aware processes, and manages risk using a range of defensive tactics.

Jeffrey Doty is a financial advisor at Fisher Investments in Tampa, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Blueprint Real Estate, Royal Poinciana Golf Club, and academic institutions such as the University of Kansas and the University of North Florida. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, with risk management techniques that include tax-aware strategies and defensive tactics.

Zachary Medawattage is a financial advisor at Fisher Investments with a Series 65 designation and five years of industry experience. He has been with Fisher Investments since 2018, following his education at Eastern Illinois University. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kenneth Summers is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. Prior to joining Fisher, he was employed at Boston Scientific and attended the University of Oregon. Fisher Investments provides discretionary portfolio management to a global client base, including institutional and high-net-worth individuals. The firm employs a centralized investment approach that combines quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Emily Savedes is a financial advisor at Fisher Investments with five years of industry experience. She holds the Series 65 designation and has previously worked at Franklin Templeton and served as a student at Grand Valley State University. Outside of her advisory role, Emily creates humorous content on TikTok. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory, retirement plan services, and manages a range of investment vehicles with tax-aware and risk management strategies.

Justin Luiten is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, alongside tax-aware processes and various risk management tactics.

David Teskey is a Series 65-licensed advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at 24 Hour Fitness, Lumovate LLC, and the University of Puget Sound. Fisher Investments serves a global client base that includes institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware and risk management strategies.

Dylan Champagne is a financial advisor with Fisher Investments in Tampa, FL, holding a Series 65 designation and six years of industry experience. His prior work includes roles at G+P Autowash, Best Yet, the University of Alabama, and Hooked Deals. 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 overseen by an Investment Policy Committee and offers a range of services including sub-advisory and retirement plan management.

Jennifer Kranz is a financial advisor at Fisher Investments in Tampa, FL, holding Series 63, 65, and 66 licenses with 21 years of industry experience. Her prior roles include positions at Voya Financial Partners and Banc of America Investment Services. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee to construct diversified portfolios and uses tax-aware strategies alongside various risk management techniques.

Ritesh Shah is a financial advisor with Fisher Investments, holding a Series 65 designation and eight years of industry experience. He has been with Fisher Investments since 2016, based in Tampa, FL. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative analysis and employs various risk management and tax-aware strategies.