Fisher Investments
Dave Ortmann is the Executive Vice President of Technology and Transformation. In this role, he oversees the firm’s global technology strategy and delivery. Dave has 20+ years of technology experience and joined Fisher Investments in 2019. Prior to that, he held senior technology roles at SunTrust Banks and U.S. Bank.
Dave received his undergraduate degree in Mathematics from North Dakota State University and graduate degrees from Trinity International University. He lives in Camas, Washington, with his wife.
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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.