Fisher Investments

Founded in 1979, Fisher Investments is an independent investment adviser with offices in Washington and California. The firm manages assets within its Institutional, Private Client, International Group, and 401(k) Solutions Groups. FI manages money for over 100 large institutions and over twenty thousand high net worth individuals. Founder and Executive Chairman Ken Fisher has written the Forbes ‘Portfolio Strategy’ column since 1984, along with a number of bestselling books on investing and personal finance.

Vice President, U.S. Defined Contribution

Swish House

Swish House is a basketball fitness company. Our mission is to make the world a healthier and happier place through basketball. We do that by giving people who love hoops new, unique and convenient ways to get fit and play the game more. We have designed the world’s first 60-minute group basketball fitness classes, and we offer high quality, organized pickup games and various hoops-based events and activations.

Co-Founder & CEO

Victory Capital

Director, Retirement 

RS Investments

Direct the DCIO business unit's strategic distribution initiatives with defined contribution providers, broker/dealers and top retirement plan advisors and consultants

National Director, DCIO

Mesirow Financial

- Lead business development efforts for the Investment Strategies division at Mesirow Financial in Chicago.  

- Manage the sales and client relationship aspects of the team

- Direct the team's strategic growth initiatives with defined contribution providers, broker/dealers and top retirement plan advisors

Senior Vice President, Business Development

Vice President, Business Development

Business Development

Ibbotson Associates

Senior Account Manager

Founder/CEO of Swish House-the world’s first basketball fitness community & retirement/fintech industry entrepreneur/sales leader. 

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