Career history of Robert Carl Kuehn
Former positions of Robert Carl Kuehn
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Investment Officer | 01/01/2007 | - |
| Founder | 01/01/2007 | 31/01/2019 | |
EverTrust Asset Management
 EverTrust Asset Management Investment ManagersFinance EverTrust Asset Management, a subsidiary of EverTrust Financial Group, Inc. (NASDAQ: EVRT), is a registered investment advisor located in Seattle, Washington. The firm provides services to affluent individuals, families and nonprofit organizations. | Chief Investment Officer | - | 31/10/2007 |
| Portfolio Manager-Equities | - | 31/10/2007 | |
| Portfolio Manager-Fixed Income | - | 31/10/2007 |
Training of Robert Carl Kuehn
| Utah State University | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
EverTrust Asset Management
EverTrust Asset Management Investment ManagersFinance EverTrust Asset Management, a subsidiary of EverTrust Financial Group, Inc. (NASDAQ: EVRT), is a registered investment advisor located in Seattle, Washington. The firm provides services to affluent individuals, families and nonprofit 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 |
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