Contact
jfischer@magnoliapw.com
+1 215-764-5447
1845 Walnut St., Suite 1601 Philadelphia, PA 19103

John Fischer, PhD

Managing Director

John Fischer is a Managing Director and leads the firm’s research efforts. He founded Andalusian Wealth Management, an independent RIA, in 2014 after careers in Management Consulting (McKinsey & Company) and Banking (Citigroup). He earned his PhD in Mathematics from Yale University, and his BA and MA from the University of Pennsylvania. His dissertation was supported by a grant from the Alfred P. Sloane Foundation and published in its entirety in the Duke Mathematical Journal. Based in New York as a consultant, he enjoyed long assignments in Tokyo and Seoul. He has a special interest in quantitative and systematic strategies, as well as methods for optimizing investment portfolios.

Insights

An investment portfolio built and managed with a tax-aware focus can deliver considerable savings: both on your annual tax return and in the taxes you pay in the course of your lifetime.

Expanding beyond stocks and bonds to include private market investments.