Fisher Investments
Chad Oldenburg is a proficient trading operations analyst currently employed at Fisher Investments since June 2024, following a tenure at Goldman Sachs where responsibilities included supervising account regulations for institutional clients and facilitating communication between internal teams and external managers. Prior experience at Fisher Investments involved serving as subject matter expert for trading operations and leading initiatives to automate processes, resulting in significant time savings. Chad's background also includes equity trading and mentorship roles at 7th Harvest Investments, along with an analytical internship focused on investment research and market analysis. Educational qualifications include a Bachelor of Business Administration from Saddleback College and a Bachelor of Science in Finance from The University of Texas at Dallas.
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Fisher Investments
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Fisher Investments is an independent, fee-only investment adviser. As of 6/30/2021, Fisher Investments and its subsidiaries manage over $188 billion in assets globally—over $144 billion for private investors, $41 billion for institutional investors and $1 billion for US small to mid-sized business retirement plans. Fisher Investments maintains four principal business groups: US Private Client, Institutional, Private Client International and 401(k) Solutions, which serve a global client base of diverse investors.