Fisher Asset Management LLC
Fisher Asset Management LLC
Investment ManagersFinance
Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
Andrew Bates
Todd Mackedanz
Corporate Officer/Principal
Corporate Officer/Principal
Wilshire Advisors LLC
Wilshire Advisors LLC
Investment ManagersFinance
Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.
James Edwin St. Aubin
Razmig K. Der-Tavitian
Investment Committee Member
Analyst-Equity
Doheny Asset Management LLC
Doheny Asset Management LLC
Investment ManagersFinance
Doheny Asset Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by William H. Doheny, Jr. in 1993 and provides advisory services to private clients, foundations, endowments and pension plans.
Anne Wimmer
Analyst-Equity
Invesco Advisers, Inc.
Invesco Advisers, Inc.
Investment ManagersFinance
Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.
Derek Saint Izuel
Portfolio Manager-Equities
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC
Investment ManagersFinance
Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.
Britton Smith
Portfolio Manager-Equities
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc.
Investment ManagersFinance
US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.
Christiane Tsuda
Corporate Officer/Principal
Nuveen Securities LLC
Nuveen Securities LLC
Investment ManagersFinance
Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts.
Timothy Davidson
Corporate Officer/Principal
Allianz Global Investors Fund Management LLC
Allianz Global Investors Fund Management LLC
Investment Banks/BrokersFinance
Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies.
Margaret Reid
Corporate Officer/Principal
Southern Methodist University
Southern Methodist University
Other Consumer ServicesConsumer Services
Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.
David Pittman
Undergraduate Degree
Portigon AG
Portigon AG
Regional BanksFinance
Portigon AG engages in the management of its own assets. It also provides financial services and conducts banking activities. The company was founded in 1969 and is headquartered in Duesseldorf, Germany.
Christiane Tsuda
Corporate Officer/Principal
University of Southern California
University of Southern California
Other Consumer ServicesConsumer Services
University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.
Robert Lee Adams
Andrew Brown
Masters Business Admin
Masters Business Admin
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC
Investment Banks/BrokersFinance
Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.
Timothy Davidson
Corporate Officer/Principal
Timothy Davidson
Undergraduate Degree
Christiane Tsuda
Undergraduate Degree
Britton Smith
Gregory Haendel
Undergraduate Degree
Undergraduate Degree
Donald D. Lord
Undergraduate Degree
Ryan T. Fox
Undergraduate Degree
Eduardo Chavez
Undergraduate Degree
Jefferey Nevares
Margaret Reid
Undergraduate Degree
Undergraduate Degree
Razmig K. Der-Tavitian
Robert Lee Adams
Undergraduate Degree
Undergraduate Degree
Salvatore Milazzo
Undergraduate Degree
James Edwin St. Aubin
Undergraduate Degree
Christine Weiss
Masters Business Admin
Todd Mackedanz
Undergraduate Degree
Christian Anderson
Masters Business Admin
Kevin Allen Rogers
David Gesseck
Robert Bigelow
Graduate Degree
Masters Business Admin
Masters Business Admin
Mike Kaiser
Undergraduate Degree
David Gesseck
Undergraduate Degree
Derek Saint Izuel
Kenneth Wemer
Undergraduate Degree
Undergraduate Degree
Philip Levy
Britton Smith
Todd Lowenstein
Christine Weiss
Matthew Webber
Undergraduate Degree
Graduate Degree
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Andrew Bates
Undergraduate Degree
M. Klyce
Undergraduate Degree
M. Klyce
Masters Business Admin
Jefferey Nevares
Graduate Degree
Dorchester Capital Advisors LLC
Dorchester Capital Advisors LLC
Financial ConglomeratesFinance
Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States.
Razmig K. Der-Tavitian
Corporate Officer/Principal
CFA Society of San Francisco
CFA Society of San Francisco
Miscellaneous Commercial ServicesCommercial Services
CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA.
Margaret Reid
Director/Board Member
Sierra Investment Management, Inc.
Sierra Investment Management, Inc.
Investment ManagersFinance
Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors.
James Edwin St. Aubin
Chief Investment Officer
Christiane Tsuda
Undergraduate Degree
Razmig K. Der-Tavitian
Timothy Davidson
Masters Business Admin
Masters Business Admin
Russell Investments Group LLC (United States)
Russell Investments Group LLC (United States)
Financial ConglomeratesFinance
Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The private company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events.
Christian Anderson
Corporate Officer/Principal
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management)
Investment ManagersFinance
U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors.
Christiane Tsuda
Portfolio Manager-Equities