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

Professional Affiliations

  • Member, CFA Society Seattle
  • Member, CFA Institute
  • Member, CAIA Seattle

Education

  • Bachelor of Commerce (Finance), Haskayne School of Business, University of Calgary
  • Chartered Financial Analyst, CFA Institute
  • Chartered Alternative Investment Analyst, CAIA Association

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

Professional Affiliations

  • Member, CFA Society Seattle
  • Member, CFA Institute
  • Member, CAIA Seattle

Education

  • Bachelor of Commerce (Finance), Haskayne School of Business, University of Calgary
  • Chartered Financial Analyst, CFA Institute
  • Chartered Alternative Investment Analyst, CAIA Association