Fisher Investments
Doug Epstein is an experienced finance and business professional with a diverse background across various industries. Currently serving as the Global Securities Equity Research Team Leader at Fisher Investments since September 2008, Doug has held multiple roles, including COO and VP of Consultant Relations. Prior to Fisher Investments, Doug co-founded and led Mavericks Surf Ventures, Inc., transforming the Mavericks Surf Contest into an international event. Doug's entrepreneurial spirit is further demonstrated through the co-founding of Evolve Sports, LLC, which significantly expanded the Silicon Valley Marathon. Early career experiences include key positions at Katalyst, Updata Advisors, Dean and Company, and Bowles Hollowell Conner & Co., focusing on strategic advisory, financial modeling, and market analysis. Doug holds an AB in Economics from Duke University and an MBA from UNC Kenan-Flagler Business School.
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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.