Fisher Investments
Yancey Quiñones, CFA, MS, is a Quantitative Strategies Junior Portfolio Manager and Research Analyst at Fisher Investments since January 2021, where responsibilities include delivering quantitative macro insights, maintaining and rebalancing Quant portfolios, and increasing AUM by approximately 20% in five months. Previously, Yancey served as an Investment Counselor, developing financial plans and achieving top-percentile client service. Yancey has a solid background in education, having taught Mathematics at The Bay School of San Francisco and served as a Science Teacher at Horace Mann School. Academic credentials include multiple Master of Science degrees in Physics from Yale University and the University of California, Santa Cruz, along with a Certificate in Finance from New York University and various other educational experiences in data science and mathematics.
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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.