What inspires me
I knew I wanted to join Fulcrum when I heard the firm’s values and its client-first mantra. The firm’s unwavering dedication to its clients and the non-profit community inspires me every day.
How I impact my clients
As Director of Research, I am responsible, in conjunction with the Investment Committee, for asset allocation and security selection, portfolio and risk management, and sustainability. My work is an important component that helps clients achieve their long-term financial goals. As a CFA charterholder, I am proud to selflessly serve our client base and am bound to the highest standards in the investment industry.
On the weekends
I love to be outside, enjoying all that the Pacific Northwest has to offer. I regularly cycle, paddleboard, hike, and camp in the summer, and downhill ski in the winter.