Profiel
Mr. Hayden C.
Wieck, CFA, is a Portfolio Manager & Research Analyst at Fulcrum Capital LLC.
At Fulcrum, he ensures client portfolios are aligned with objectives, evaluates performance relative to expectations, and conducts in-depth portfolio analysis for clients and prospects.
As a member of the Investment Committee, he analyzes and monitors critical issues for their potential impact on clients’ investment portfolios and supports the research team in evaluating securities and investment themes.
Mr. Wieck was previously employed as an Implementation Portfolio Analyst by Russell Investments Implementation Services LLC.
He received his undergraduate degree from Washington State University.
Actieve functies van Hayden Charles Wieck
| 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. | Analyst-Equity | 01-06-2017 |
Eerdere bekende functies van Hayden Charles Wieck
| Bedrijven | Functie | Einde |
|---|---|---|
Russell Investments Implementation Services LLC
 Russell Investments Implementation Services LLC Investment ManagersFinance Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations. | Corporate Officer/Principal | 01-06-2017 |
Opleiding van Hayden Charles Wieck
| Washington State University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Russell Investments Implementation Services LLC
Russell Investments Implementation Services LLC Investment ManagersFinance Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations. | 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 |
