Senior Investment Counselor Kevin Kennedy
Fisher Investments
Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs. Kevin joined Fisher Investments in 2008. He has worked in the financial services industry since 1999, with experience at Fidelity. He earned a Bachelor of Science in Political Science from Siena University. Specialized Service Team Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you. Joel joined Fisher Investments in 2018. He began working in the financial services industry in 2011. Previously, he worked as a Financial Advisor with Park Avenue Securities and PNC Investments. In addition to being a CFP , EA and CEPA professional, Joel earned a Bachelor of Arts in Economics from Grove City College. Ben joined Fisher Investments in 2021. He has worked in the financial services industry for over 9 years and was an Investment Counselor with Fisher for 3 of those years. He earned a Bachelor of Arts in Finance from the University of Evansville. Scott joined Fisher Investments in 2024 and has more than 30years of legal experience. Previously, he practiced law in Oregon, specializing in estate planning, business succession and real estate. He is a licensed attorney in Oregon. Scott earned his JD from Lewis and Clark College’s Northwestern School of Law and a Bachelor of Arts in Interdisciplinary Studies from American University. John Shickich John joined Fisher Investments in 2022. Previously, he practiced law in Oregon where he focused on estate planning, probate, trust administration and elder law. He is a licensed attorney in Oregon. John earned his JD from the University of Oregon School of Law and Bachelor of Arts in economics and business administration from the University of Puget Sound. Chris Huelsmann Chris joined Fisher Investments in 2003. In the Portfolio Evaluation Group, Chris specializes in personalized portfolio analysis and investment strategy recommendations. Chris earned a Bachelor of Science in Business and Finance from Eastern Illinois University. Associate Investment Counselor Chase joined Fisher Investments in 2018. Before becoming an Associate Investment Counselor in 2020, he served as an Operations Associate. Chase earned a Bachelor of Science in Business Administration and Finance from the University of Oregon. Jacob Halvorson Client Service Specialist Jacob joined Fisher Investments in 2025. He earned a Bachelor of Arts in Finance at Washington State University. Client Service Specialist Noah joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from the University of Kansas. Client Service Specialist Deborah joined Fisher Investments in 2025. She earned a Bachelor of Arts in Visual Arts from Taylor University. #J-18808-Ljbffr Fisher Investments
$90k - $140k
...clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients.... ...investment universe.The Opportunity:As an International Investment Counselor, you are the voice of Fisher Investments to our clients in...SuggestedWork at officeWork from home$90k - $140k
A financial services firm located in Camas, WA, is seeking an International Investment Counsellor to service Canadian clients. This role requires a CFA certification and a strong background in portfolio management. You will actively manage client relationships and ensure...Suggested$85k - $135k
Fisher Investments is seeking an Investment Counselor in Camas, WA, responsible for managing relationships with high-net-worth clients. You will partner with internal teams to provide top-tier service and guidance on investments. Strong qualifications include at least...Suggested$80k - $130k
A leading financial services firm based in Camas, WA, is seeking an International Investment Counselor to service UK-based high-net-worth clients. You will provide unparalleled financial advisory services, educate clients on investment strategies, and build trusting relationships...Suggested$80k - $100k
...Description Position Overview\n Transitional Living Solutions is seeking a dedicated and compassionate Licensed Professional Counselor (LPC) to join our team in a full-time, remote capacity. As an LPC, you will play a pivotal role in delivering high-quality mental...SeniorRemote jobFull timeFlexible hours- A leading financial services firm in Camas is seeking an Investment Counselor - Wealthbuilder. This role involves assisting clients in reaching their financial goals through personalized support and teamwork. Candidates will receive comprehensive training, including the...
$55k - $65k
...Job Description: 1 GENERAL POSITION INFORMATION Position Name: Senior Admissions Counselor Classification: Exempt FTE: 37.5 Work Hours: 8-4:30 M-F; Occasional nights and weekends as required. Department/Division: Admissions Supervisor: Director...SeniorWork at officeImmediate startFlexible hoursNight shiftAfternoon shift2 days per week3 days per week$80k - $105k
...Investment Counselor – WealthbuilderDo you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments...Work at officeWork from home$80k - $135k
...Investment Counselor Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices...Work experience placementWork at officeWork from home$100k - $105k
...meaningful impact in the lives of others? At Mental Oasis Counseling Therapy, we invite you to join our dynamic team as a Senior Mental Health Counselor. In this full-time remote role, you will be crucial in delivering high-quality therapy services via our telehealth...SeniorFull timeRemote workFlexible hours$100k - $135k
...Team (CAT) is an integral part of Corporate Finance at Fisher Investments, ensuring our accounting processes, controls, and reporting are... ...U.S. GAAP and applicable local standards.The Opportunity:As Senior Accountant, you will play a key role in maintaining the integrity...SeniorWork experience placementWork at officeLocal areaWork from home$100k - $105k
...good standing as a Licensed Clinical Social Worker (LCSW), Licensed Marriage and Family Therapist (LMFT), or Licensed Professional Counselor (LPC) is essential. \n Experience: A minimum of two years of experience in a mental health or clinical setting is required,...SeniorRemote jobFull time$80k - $100k
...Ltd is seeking a dedicated and passionate Licensed Professional Counselor (LPC) to join our team in a full-time, remote capacity. This... ...your clients. Career Growth Opportunities\n We believe in investing in the professional development of our team members. As a Licensed...Remote jobFull timeFlexible hours$100k
...hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial...Temporary work- ...investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a... ...Estate! As part of our aggressive growth strategy, we are seeking a Senior Investment Broker to join our Portland, OR team. This...SeniorFor contractorsStart working todayWork at officeImmediate start
- PacifiCorp seeks a Senior Finance & Accounting Analyst to support its regulated Utilities & Energy business. In this role, you will... ...portfolios, with emphasis on grid reliability, renewable energy investments and regulatory compliance. You will prepare financial models,...Senior
$120 per hour
" Licensed Professional Counselor (LPC) Wage: Up to $120/hour Licensed Professional Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates,...Bi-weekly payPrivate practice- Coldstream, located in NE Portland, is looking for an experienced Portfolio Manager to join their team. This role involves shaping investment strategy and managing client portfolios to make a significant impact within the firm. The ideal candidate has at least 5 years of...Senior
- Deschutes Investment Consulting LLC in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only fiduciary framework. The ideal candidate has 5+ years in advisory...SeniorWork at officeRemote work
- Deschutes Investment Consulting, a Portland-based SEC-registered AUM advisory, seeks a Senior Investment Advisor, CFP®. The role focuses on managing and expanding wealth management client relationships while supporting growth within a collaborative, fiduciary team. The...SeniorRemote job
- ...modeling to enhance reliability-focused assessments. You will collaborate with various teams to create models that inform their investment decisions and improve reliability. The role requires a bachelor's degree in a relevant field and significant experience in the energy...Senior
$150k - $165k
...Senior Manager, Strategic Finance About the Role This position serves as a key financial and operational advisory seat for a... ...and build financial models to evaluate new growth initiatives, investments, and operational enhancements. Cross-Functional Partnership...SeniorRemote work- Mercury is seeking a senior in-house legal professional to own the investment products portfolio, including Mercury Treasury and Mercury Invest. You will work closely with product, compliance, risk, and engineering teams to advance features, disclosures, and regulatory...Senior
- KeyBank seeks a VP, Portfolio Management to lead financial analysis and underwriting for multimillion-dollar corporate credits. You will review legal docs, monitor portfolio risk, and support cross-sell of bank products while guiding junior staff. Strong leadership in credit...Senior
- Creative Planning is seeking a Wealth Manager to develop and implement strategies addressing financial, investment, insurance, tax, and estate planning needs for clients in Portland. The role drives client retention and business development, serving as the main liaison...SeniorLocal area
- A financial advisory firm in Gresham, OR is seeking a seasoned Financial Investment Consultant. This full-time role requires at least 5 years of experience in wealth management or financial advisory, with a focus on managing clients with over $10 million in assets. The...SeniorFull time
- Mercury is seeking a legal leader to own the investment products portfolio for Mercury Treasury and Mercury Invest. You will advise across the product life cycle, draft disclosures, shape customer communications, and address regulatory impacts with FINRA and the SEC. You...Senior
- An independent investment advisory firm in Portland, OR is seeking a Financial Investment Consultant with over 5 years of experience in wealth management or financial advisory. This role focuses on managing client portfolios and developing tailored financial plans, adhering...Senior
- Arboreal Management is seeking a Senior Portfolio Manager to oversee a Portland metro portfolio. You will drive financial performance, mentor on-site teams, and shape Arboreal’s growth while delivering exceptional resident experiences. Lead operations across multiple properties...Senior
$65k - $120k
...responsible for managing short term client relationships & closing extremely warm leads of prospective clients who are interested in investing with this firm and would be willing to invest $500,000+. You would be working closely with the Portfolio Management team and...Temporary work
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