Michelle Mathieu

Michelle Mathieu, CFA, CAIA, is the Chief Executive Officer of Fulcrum Capital, a role held since January 2017, where the organization focuses on aligning financial resources with the values of clients and employees. In addition to this position, Michelle serves as the Chief Investment Officer for the Whitman College Endowment Investment Committee and has held various leadership roles, including Principal at The Rainier Group, Chief Investment Officer at Perkins Coie LLP, and Senior Investment Officer at both BMO Harris Private Banking and Wells Fargo. With a strong educational foundation that includes a BA in Economics from Whitman College and advanced certifications in financial analysis, Michelle combines extensive experience in managing investment portfolios for high-net-worth individuals, nonprofits, and corporations.