Fisher Investments
James McDonald is a seasoned professional in investment management with a diverse background in finance. Currently serving as a UK Investment Counsellor at Fisher Investments since November 2021, James previously held multiple roles at Wells Fargo Private Bank, including Investment Management Specialist and Senior Investment & Fiduciary Services Associate. James began a career in finance as an Equity Research Analyst at The Bulldog Fund, LLC, and also gained experience as a Treasury Analyst Intern at Polaris Inc. and a Member Services Representative at Hermantown Federal Credit Union. Earlier experience includes a position as an Associate Financial Advisor at World Financial Group and military service as an Infantry Soldier in the Australian Army. James holds a Bachelor's Degree in Financial Markets from the University of Minnesota Duluth and has attended Normandale Community College and De Anza College.
This person is not in any teams
This person is not in any offices
Fisher Investments
34 followers
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.