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As Senior Vice President of Research at Fisher Investments and a member of Fisher Investments’ Investment Policy Committee (IPC), I spend a lot of time studying the financial services industry and investor psychology...
I specialize in behavioral finance, macroeconomic analysis and niche investing strategies, such as environmental social and governance (ESG). Since joining Fisher Investments in 2002, I have worked in many capacities—editor, writer and analyst—primarily within the firm’s Research Department. I read constantly and review books to provide analysis and feedback on what I liked, didn’t like or found interesting. In my podcast The Literate Investor, I interview famous authors—such as Professor Meir Statman or economist Dr. W. Brian Arthur—to discuss their books and how they might pertain to everyday investors. I have written six books of my own, including 20/20 Money: See the Markets Clearly, Gain Focus and Invest Better Than the Pros.
Prior to joining Fisher Investments, I worked at Bear, Stearns & Co. Inc. as a Corporate Finance Analyst in the Global Technology Group. I’ve also served as a lecturer at the Haas School of Business at the University of California, Berkeley on various investment management topics. I hold an undergraduate degree in Economics from Claremont McKenna College and a doctorate degree from Pacifica Graduate Institute in Mythological Studies with an emphasis in Depth Field Psychology.