Ambreen Haider

Senior Client Advisor, Investment Strategies
Ambreen is an investment advisor with deep experience serving sophisticated clients. She specializes in portfolio construction, investment analytics, and tax aware implementation, with expertise in managing concentrated equity holdings, navigating liquidity events, and designing exit driven and risk managed investment strategies. She is known for aligning portfolios with client objectives through a rigorous understanding of market dynamics, risk exposure, and long-term capital allocation.

Brooks Reece

CFA®, CFP®
Senior Client Advisor, Investment Strategies
Brooks has worked in the financial services industry since 2006, beginning his career as an analyst at New York investment bank SPP Capital Partners. He joined Fisher Investments in 2014, where he served clients as a member of the financial planning team, hosted national client programs, and ultimately worked with some of the firm’s largest institutional investors.