Our investment team is comprised of individuals with strong analytical skills, common sense, and integrity. They embody Fulcrum Capital’s investment philosophy and thrive in our team-oriented culture.
With over 30 years of experience as portfolio manager and investment consultant, Darcy brings valuable insight and knowledge to the firm with specific expertise in sustainable responsible investing. She earned both her MBA and Bachelor of Business Administration from Pacific Lutheran University.
Bob has over 40 years of direct experience in the investment management industry serving in a multiplicity of roles such as chief investment officer, senior vice president, and portfolio manager. Bob received both his MBA and Bachelor of Arts in Economics from Utah State University.
Michelle (Rubesch) Mathieu, CFA®, CAIA® – Chief Investment Strategist
Michelle has over 25 years of professional investment management experience, having served in a variety of senior roles including chief investment officer, chief equity strategist, director of portfolio management, and director of client services. Michelle earned her Bachelor of Arts in Economics from Whitman College.more
With over 30 years of experience, Janet brings a wealth of knowledge to managing client portfolios including extensive experience partnering with clients to help them achieve their life goals. Janet earned her Bachelor of Business Administration from Washington State University.
Timothy J. Clark, CFA® – Director of Research
Tim has over 13 years of professional experience researching public and private companies. Tim holds the CFA designation, and earned his Bachelor of Commerce degree from Haskayne School of Business
Hayden C. Wieck – Associate Portfolio Manager
Hayden has 3 years of experience in financial services, including work in portfolio implementation, performance reporting and investment operations. He earned his bachelor of Arts from Washington State University and recently passed Level II of the CFA Program .
Irene has over 10 years of experience building and maintaining successful relationships in the wealth management industry. She earned her Bachelor of Arts from Binghamton University.