James McDonald
Login to view DISC.James McDonald is a UK Investment Counsellor at Fisher Investments, focused on helping clients achieve their financial goals. His background includes various investment management roles at Wells Fargo Private Bank and an education from the University of Minnesota Duluth, complemented by a Series 65 certification.
A self-described life-long learner, James is passionate about his professional development. His foundational coursework in Applied Portfolio Management and Business Communications reflects his dedication to mastering the nuances of finance and client relations, which has been a consistent theme throughout his career.
While at university, he gained early hands-on experience as an Equity Research Analyst for the Materials Sector at The Bulldog Fund, LLC.
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