Fulcrum Capital names new leadership team
January 14, 2022

Fulcrum Capital names new leadership team

Shared-management team positions Seattle-based wealth management firm to remain locally owned

Seattle - Fulcrum Capital, a locally owned, values-based wealth management company, has named a new leadership team to guide the firm to its next level of growth and success.

Michelle Mathieu has been named Chief Executive Officer, sharing management duties with Matthew Wilkins as Chief Operating Officer, Kathryn Haggitt Fisher as Chief Wealth Strategist, and Tim Clark as Chief Investment Officer. Firm co-founder and former CEO Darcy Johnson has announced that she will retire in December 2022 and will remain at Fulcrum until then to offer her support and encouragement to the new leadership team. Managing Director Janet Welcher will roll off the leadership team, but will continue to serve clients and will remain in her current role as a managing partner of the firm.

At 2021 year end, Fulcrum managed $910 million for high-net worth clients, nonprofit organizations, and corporations with a 5-year average revenue growth rate of 31 percent. The new leadership team is excited to continue to grow the firm into the future while remaining locally owned. “I look forward to seeing this next wave of leaders take our firm to the next phase,” Welcher said.

Mathieu notes that, “The leadership team provides continuity and reflects our core values of Independence, Excellence, Integrity and Community. We truly believe that investment and wealth management can be a force for positive change for our firm, our clients, and our community and we look forward to pushing this vision forward.”

Johnson agrees that by having a leadership team of four, Fulcrum Capital will grow and thrive in a way that benefits its clients and the community. “This team approach allows us to provide the very best investment and planning guidance available. We are proud of the work we do in this community – and the fact that we will remain locally owned and staffed. Those we serve will be well taken care of for decades to come, represented by a strong team that works together to ensure that clients’ wealth and assets work and grow in alignment with their values.”


Fulcrum Capital is an SEC registered investment adviser with its principal place of business in the state of Washington. For additional information about Fulcrum Capital please request our disclosure brochure using the contact information below.

 

 

 

 

 

 

 

 

 

 

 

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