Tim Clark

Director of Research and Portfolio Manager
“Don’t judge each day by the harvest you reap but by the seeds that you plant.”
- Robert Louis Stevenson
Tim Clark

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.

Community Involvement

  • Board of Trustees (Finance Committee) – Youth Eastside Services
  • Coach – Newcastle Baseball League
  • Member of the Seattle CFA Society
  • Member of the CFA Institute

Professional Affiliations

  • Chartered Financial Analyst, CFA Institute

Education

  • Bachelor of Commerce (Finance), Haskayne School of Business, University of Calgary

Tim Clark

Director of Research and Portfolio Manager
“Don’t judge each day by the harvest you reap but by the seeds that you plant.”
- Robert Louis Stevenson

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.

Tim Clark

Community Involvement

  • Board of Trustees (Finance Committee) – Youth Eastside Services
  • Coach – Newcastle Baseball League
  • Member of the Seattle CFA Society
  • Member of the CFA Institute

Professional Affiliations

  • Chartered Financial Analyst, CFA Institute

Education

  • Bachelor of Commerce (Finance), Haskayne School of Business, University of Calgary