Timothy James

Chief Investment Officer at Fulcrum Capital - Seattle, WA, US

Timothy James's Colleagues at Fulcrum Capital
Kathryn Garrison

Director of Financial Planning and Senior Advisor

Contact Kathryn Garrison

Sam Geschickter

Investment Operations Analyst

Contact Sam Geschickter

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Timothy James's Contact Details
HQ
206-223-9790
Location
西雅图地区
Company
Fulcrum Capital
Timothy James's Company Details
Fulcrum Capital logo, Fulcrum Capital contact details

Fulcrum Capital

Seattle, WA, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007. Fulcrum works with Foundations, Endowments and Individuals seeking investments in high-quality sustainable companies that align with their values. Fulcrum's boutique size allows them to be nimble and flexible with their investment strategies, and proactive and responsive with their clients. Fulcrum's five investment professionals average over 30+ years of experience. With four MBA degrees, two CFA designations, one ChFC charter holder, and one CFP designation Fulcrum is well credentialed to manage and grow their client's wealth.

Wealth Management Investment Sustainable Managed Account Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Fulcrum Capital
Frequently Asked Questions about Timothy James
Timothy James currently works for Fulcrum Capital.
Timothy James's role at Fulcrum Capital is Chief Investment Officer.
Timothy James's email address is ***@fulcrumcapllc.com. To view Timothy James's full email address, please signup to ConnectPlex.
Timothy James works in the Investment Bank/Securities Brokerage industry.
Timothy James's colleagues at Fulcrum Capital are Michelle Mathieu, Hayden Wieck, Kathryn Garrison, Darcy Johnson, Matthew Wilkins, Sam Geschickter and others.
Timothy James's phone number is 206-223-9790
See more information about Timothy James