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Biographies

Fisher Investments UK Management

Miles Standish

Miles Standish

Managing Director - Fisher Investments UK

Miles joined Fisher Investments UK in 2007. Prior to joining Fisher's UK operation, he was Managing Director of Towry Law UK Life and Pensions, one of the largest independent financial advisors specialising in investment and tax planning advice to the mass affluent and high net worth market throughout the UK. Prior to that, Miles was Managing Director of Towry Law International where he spent 4 years in Hong Kong setting up and running the hub of their Asian operation. Miles has 26 years of experience in the provision of financial advice, and running businesses which offer tailored solutions in today's complex tax and investment environments. To this end, his role with Fisher Investments UK provides a great opportunity to build a significant presence for a true global wealth manager in the UK.

Carrianne Coffey

Carrianne Coffey

Director, Fisher Investments Europe Limited
Executive Vice President, Foreign Private Client
Fisher Investments

Carrianne joined Fisher Investments in 2000 and serves as a Director of Fisher Investments Europe Limited and Executive Vice President, Foreign Private Client, of Fisher Investments. Before assuming her current position, Carrianne served as Group Vice President, Overseas Expansion from 2011 to 2012 and Group Vice President, UK from 2005 to 2011. Prior to that role, she managed the Global Client Services Group. Prior to 2000, Carrianne was a Registered Investment Adviser and Stockbroker for First Allied Securities.

Megan Whyte

Megan Whyte

Director, Fisher Investments UK
Group Vice President, UK,
Fisher Investments

Megan has been with Fisher since 2002 and serves as a Director of Fisher Investments UK and Group Vice President of the UK group. She works jointly with Miles Standish in the management of UK operations and oversees all aspect of client service for UK clients. Megan is regularly in the US and UK offices. Prior to her current position, Megan was Group Vice President of Client Operations and a Group Manager within Client Operations. She has also held a variety of roles within the Sales and Client Services departments of the firm.



Fisher Investments' Investment Policy Committee

Kenneth Fisher

Ken Fisher

Chairman, CEO & Co-Chief Investment Officer - Fisher Investments

Ken Fisher started his investment management career working with his father, legendary investor Philip Fisher. In the early 1970s, Ken went out on his own, founding Fisher Investments and building it into the successful organisation it is today.

In 1984, Ken began writing his prestigious Portfolio Strategy column for Forbes magazine, and from 2000-2006, wrote a monthly column in Bloomberg Money in Britain. Ken has written eight books, including four New York Times bestsellers: 2006's The Only Three Questions That Count, 2008's The Ten Roads to Riches, 2009's How to Smell a Rat, and 2010's Debunkery: Learn It, Do It and Profit From It. In 1984, his Super Stocks was that year's bestselling stock market book. Others include 1987's The Wall Street Waltz and 1993's 100 Minds That Made the Market, both re-released by John Wiley & Sons in 2007. In addition to English, Ken's books have been translated into Chinese, German, Indonesian, Japanese, Korean, Portuguese, Romanian, and Thai, reaching of 3/4 of global GDP.1

His 1970s theoretical work on the Price-to-Sales ratio popularised what is now a part of the core financial curriculum. In the 1980s Fisher Investments research team helped create a school of equity style management called "domestic small cap value", a major category for institutional and retail investors.

Fisher Investments has since expanded its management and research specialisation into myriad style-based strategies. Ken Fisher's most recent focus has been on behaviouralism and finance where his scholarly work has been widely published in prestigious journals such as the Financial Analysts Journal and Journal of Portfolio Management, where a piece co-authored with Meir Statman of Santa Clara University won the JPM award for "Outstanding Article" for 2000-2001. In 2010, Ken was named one of the industry's 30 most influential people over the previous 30 years on Investment Advisor magazine's prestigious IA-30-30 list2. In 2011, he was named to Investment Advisor's  IA253 list (Ken Fisher, Fisher Investments: The Extended 2011 IA25 Profile)

Jeffrey Silk

Jeff Silk

Vice Chairman & Co-Chief Investment Officer - Fisher Investments

Jeff started his career with Fisher Investments in 1983. Since then, Jeff has worked in every aspect of the business, currently serving as Vice Chairman and Co-Chief Investment Officer. Since 1988, Jeff has been a member of the Investment Policy Committee, the portfolio strategy decision-making body of Fisher Investments, developing the global strategy and direction of the portfolio holdings for all institutional and private client accounts.

A published author and esteemed lecturer, Jeff has proved pivotal in the robust growth of the firm. In his early days, he was Director of Trading and Operations, where he was instrumental in developing the firm's cutting edge research, trading and portfolio management technology. His recent efforts have helped expand the Fisher Investments Institutional Group from £500M to over £8B4 under management. Prior to his 25+ year tenure at Fisher Investments, he worked as an analyst and database developer for First Republic Capital Corporation.

Andrew Teufel

Andrew Teufel

Vice Chairman - Fisher Investments

Andrew has been with Fisher Investments since 1995 and has been a member of the Investment Policy Committee since 1996. He is currently a Vice Chairman. Prior to his current responsibilities, Andrew was a Co-President of Fisher Investments and the Director of Research. Andrew has been a lecturer at the Haas School of Business at the University of California, Berkeley where he taught topics in investment management. He co-authored a number of investing books in the Fisher Investments On series. Prior to joining the firm, he worked at Bear, Stearns & Co. Inc. as a Corporate Finance Analyst in its Global Technology Group.

Bill Glaser

Bill Glaser

Executive Vice President, Portfolio Management - Fisher Investments

Bill has been with Fisher Investments since 1999 and joined the Investment Policy Committee in 2011. He is responsible for the management of Investment Operations and Research. He has previously managed the firm's Capital Markets, Securities Research and Portfolio Implementation teams and served as a Securities Research Analyst and Capital Markets Research Analyst.

Aaron Anderson

Aaron Anderson

Senior Vice President, Research - Fisher Investments

Aaron has been with Fisher Investments since 2005 and joined the Investment Policy Committee in 2011. He is responsible for overseeing global macro-economic and capital markets research. Aaron has been a guest lecturer at the Haas School of Business at the University of California, Berkeley. He has written two books, including Own the World: How Smart Investors Create Global Portfolios. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President.

1Based on countries' official languages and GDP reported by the IMF, as of 15 December 2011.
2Thirty for Thirty, Investment Advisor, 01 May 2010
3Follow the Leaders; The 2011 IA 25, Investment Advisor, 01 May 2011
4As of 31 December 2011

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