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@fulcruminv.com
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1 phone found area 206
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LinkedIn matched
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Michelle Mathieu is listed as CEO & CIO at Fulcrum Capital at Fulcrum Capital, based in Seattle, Washington, United States. AeroLeads shows a work email signal at fulcruminv.com, phone signal with area code 206, and a matched LinkedIn profile for Michelle Mathieu.
Michelle Mathieu previously worked as Chief Executive Officer at Fulcrum Capital and Chief Investment Officer at Fulcrum Capital. Michelle Mathieu studied at Chartered Financial Analyst.
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AeroLeads found 2 current-domain work email signals for Michelle Mathieu. Compare company email patterns before reaching out.
Strategist, wealth advisor, investment manager, connector, business owner, nonprofit leader, board member, philanthropist, and adventurer
Listed skills include Wealth Management, Asset Allocation, Alternative Investments, Investment Management, and 7 others.
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Seattle, WA, US
Fulcrum Capital is dedicated to enriching the quality of life of our employees, our clients, and our community. Our clients and our employees believe finance is a force for change, and they choose Fulcrum as a veteran partner to align their resources with their values. We provide independent, fee-only investment management and wealth solutions to.
Walla Walla, WA, US
As a Principal at The Rainier Group (now Coldstream Wealth Management) I directed the firm's client service culture, influenced and executed the firm's strategic growth initiatives, and served as a key member of the Investment Policy Committee and Management Committee. I directly managed investment portfolios for private clients, nonprofits, trusts and.
Seattle, WA, US
As a founding director in 2002 and as the firm's first Chief Investment Officer, I helped create and implement the strategy, discipline, policies and messaging for the advisory affiliate and corporate trustee created in 2002 to serve the partners and clients of the largest law firm headquartered in Washington State. I directly managed relationships for.
Toronto, CA
I managed portfolios for individual clients, trusts, and corporations at Northwestern Trust, leaving shortly after the firm was acquired by The Harris (a unit of Bank of Montreal) in 2002.
San Francisco, California, US
During my time with Wells Fargo and its predecessors I managed portfolios for over 400 individual clients, trusts, and corporations as a Senior Investment Officer. Prior to this role I co-managed a Core Growth equity mutual fund and collective funds and performed individual equity analysis. My buy-side career began at First Interstate Bank of Washington.
During high school I was employed at the Hanford nuclear site as a computer programmer (Pascal and Fortran). This job is probably not relevant to most people who are reading my Linked In page, but I think having a Level 5 (of 6) national security clearance from the Department of Energy as a teenager is pretty cool!
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Michelle Mathieu works for Fulcrum Capital.
Michelle Mathieu is listed as CEO & CIO at Fulcrum Capital at Fulcrum Capital.
AeroLeads has found 2 work email signals at @fulcruminv.com for Michelle Mathieu at Fulcrum Capital.
AeroLeads has found 1 phone signal(s) with area code 206 for Michelle Mathieu at Fulcrum Capital.
Michelle Mathieu is based in Seattle, Washington, United States while working with Fulcrum Capital.
Michelle Mathieu has worked for Fulcrum Capital, Whitman College Endowment Investment Committee, Youthcare Seattle, The Rainier Group, and Perkins Coie Llp.
You can use AeroLeads to view verified contact signals for Michelle Mathieu at Fulcrum Capital, including work email, phone, and LinkedIn data when available.
Michelle Mathieu studied at Chartered Financial Analyst.
Michelle Mathieu is listed with skills including Wealth Management, Asset Allocation, Alternative Investments, Investment Management, Financial Analysis, Endowments, Nonprofits, and Private Foundations.
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