Giovanni Angelo Gutierrez

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Fisher Investments
  Plano, TX
• 09/2024 → 12/2025
  Oliva Partners Management
  Houston, TX
• 08/2023 → 09/2024
  Woodforest National Bank
  Houston, TX
• 06/2022 → 08/2022
  Kpmg
  New York, NY
• 08/2022 → 08/2023
  Wend Technologies, Inc.
  Houston, TX
• 03/2021 → 06/2022
  Promontory Financial Group, An Ibm Company
  New York, NY
• 08/2019 → 03/2021
  Oracle
  Austin, TX
• 06/2018 → 08/2018
  Employees Retirement System Of Texas Pension Fund
  Austin, TX
• 08/2015 → 05/2019
  University Of Texas At Austin
  Austin, TX
• 09/2017 → 12/2017
  Texas State Capitol
  Austin, TX
• 09/2018 → 12/2018
  American Enterprise Institute
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-03