Michelle Aimee Mathieu
Algemeen Directeur bij Fulcrum Capital LLC
Profiel
Michelle Aimee Mathieu is currently the Chief Executive Officer at Fulcrum Capital LLC since 2022.
Previously, she held positions as the Chief Investment Officer & Director at Perkins Coie Capital Management LLC, Principal at First Interstate Bank (Billings, Montana), and Vice President at Wells Fargo Private Investment Advisors LLC.
Ms. Mathieu completed her undergraduate degree at Whitman College.
Actieve functies van Michelle Aimee Mathieu
| Bedrijven | Functie | Begin |
|---|---|---|
Fulcrum Capital LLC
 Fulcrum Capital LLC Investment ManagersFinance Fulcrum Capital LLC is a wealth management company that provides custom plans and insights to create real impact for their clients. The private company is based in Seattle, WA and was founded in 2007 by Robert Carl Kuehn, Darcy Berube Johnson. The company aims to elevate the wealth management experience beyond the expected and deliver dynamic and meaningful solutions. Michelle Aimee Mathieu has been the CEO of the company since 2017. | Algemeen Directeur | 01-01-2022 |
Eerdere bekende functies van Michelle Aimee Mathieu
| Bedrijven | Functie | Einde |
|---|---|---|
| Wells Fargo Private Investment Advisors LLC | Portfolio Manager-Fixed Income | - |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | - |
Perkins Coie Capital Management LLC
 Perkins Coie Capital Management LLC Investment ManagersFinance Perkins Coie Capital Management LLC is a registered investment advisor firm located in Seattle, Washington. The firm is wholly-owned by Perkins Coie LLP. The firm provides investment advice to Perkins Coie LLP's attorney-fiduciaries and to Perkins Coie clients | Chief Investment Officer | - |
Opleiding van Michelle Aimee Mathieu
| Whitman College | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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| Bedrijven in privébezit | 4 |
|---|---|
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
| Wells Fargo Private Investment Advisors LLC | Finance |
Perkins Coie Capital Management LLC
Perkins Coie Capital Management LLC Investment ManagersFinance Perkins Coie Capital Management LLC is a registered investment advisor firm located in Seattle, Washington. The firm is wholly-owned by Perkins Coie LLP. The firm provides investment advice to Perkins Coie LLP's attorney-fiduciaries and to Perkins Coie clients | Finance |
Fulcrum Capital LLC
Fulcrum Capital LLC Investment ManagersFinance Fulcrum Capital LLC is a wealth management company that provides custom plans and insights to create real impact for their clients. The private company is based in Seattle, WA and was founded in 2007 by Robert Carl Kuehn, Darcy Berube Johnson. The company aims to elevate the wealth management experience beyond the expected and deliver dynamic and meaningful solutions. Michelle Aimee Mathieu has been the CEO of the company since 2017. | Finance |
