After Fisher Investments leapt from $65 billion to $200 billion of AUM with him as a lead brand manager, Jim Mocci jumps ship to $15 billion RIA with a playbook to reach $50 billion
The Salt Lake City executive helped feed the creative engine that powered gargantuan organic growth at Fisher Investments, with data derived from the investors themselves
Author Brooke Southall
June 21, 2022 at 1:48 AM
John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months
The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown
July 11, 2019 at 4:26 AM
June 21, 2022 — 2:08 PM
There is certainly value in the money ball approach. I recall hearing once about an RIA who had determined (as just one example) that consumers who have a hobby of bird watching are typically quite affluent. Hence they targeted bird watchers with their marketing. Fisher Investments is arguably the king of RIA marketing analytics, so it will be fun to see what Jim Mocci is able to bring to his new firm.
June 21, 2022 — 2:13 PM
I have worked at Fisher for 20+ years and I have never heard of this guy. Was he head of marketing for a company that literally has unlimited financial resources for that group? Was he really influential in helping a company that was already growing rapidly, and already has a monster sales machine in place? And how much credit can you give when the markets themselves and portfolio growth added significant amounts to AUM (2017, 2019, 2020, 2021). Jim Mocchi? Really? Did he pay you guys commission to write this fluff piece?