John Fisher

John S. Fisher
Vice President FESP Client Manager

300 Summers St

Suite 200,

Charleston, WV 25301-0001

About me

Background

John Fisher is a Client Manager with the Foundations & Endowments Specialty Practice offering over 25 years of diversified financial services experience. His primary responsibilities include client service and retention, new business development, investment performance reporting, and facilitating compliance issues for foundations and endowments.

Previously holding his Series 7 and 65 securities registrations, John has managed a 457 deferred compensation plan, directed custodial functions for a state government unclaimed property division, and was a regulatory supervisor for state government securities bureau. He's a former treasurer for the National Association of Unclaimed Property Administrators.

Education

B.A. in Political Science
Marshall University 1990 1994
MBA
Marshall University

Personal Interests

John earned a B.A. in political science and an MBA from Marshall University. In his spare time, Johns enjoys outdoor activities, serves as the treasurer for the Teays Valley Strings, and is a Lighthouse volunteer. 

Specialties

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

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