Weston Thweatt

Portfolio Evaluation Associate at Fisher Investments

Role: Portfolio Evaluation Associate at Fisher Investments
Location: Dallas, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Weston Thweatt

I am a creative, hard working, and adaptable graduate from the Farmer School of Business at Miami University. I obtained a B.S. degree in Finance with a minor in Economics.

Experience

Portfolio Evaluation Associate
Fisher Investments
Nov 2023 — Present · Dallas, TX, US
Prepare investment proposals and portfolio strategies to help clients achieve financial goals-Produce analyses that support informed investment and financial planning decisions-Run cash-flow projections and develop plans to guide clients’ short and long-term financial outlook-Collaborate with team on initiatives to improve portfolio processes and team effectiveness-Obtained multiple country specializations and point of contact positions-Served as group mentor, providing training and guidance to new hires

Contact information

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Current company

Fisher Investments

Financial Services · 5.8K employees · Founded 1979 · Plano, Texas, United States

Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

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