Mark Scalzo

  • Fisher Investments Buys Another RIA

    By Staff Writer  |  August 19, 2008

    Lighthouse Capital Management of Houston, a 20-year-old practice with $460 million in AUM that was founded by Paul Horton. On December 31, 2007, Fisher closed on its first RIA acquisition, that of Econostrat of Bloomfield Hills, Michigan. While Mark Scalzo, the group VP who heads M&A at Fisher Investments, would...

  • One Down, How Many to Go?

    By James J. Green, AdvisorOne  |  March 1, 2008

    Ken Fisher is a galvanizing force in the investment advisory world. The size and growth rate of his firm, Fisher Investments--which these days counts $45...

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