Meet our team
With a combined 50 years in the asset management industry, our founders bring complementary skills and perspectives to every client engagement.
Who We Are
Joseph E. Casey
Co-founder, Partner
Joe has a depth of knowledge and expertise in strategy formulation, cross-firm operational execution, and organizational effectiveness – thanks to wide-ranging roles with asset management firms and major corporations. These experiences make Joe a valuable partner in a variety of areas, including defining strategy, launching products, enhancing functional capabilities, or aligning teams to boost commercial impact.
Prior to forming Fulcrum Advisors, Joe served as Partner and Chief Operating Officer of HighVista Strategies, a manager of multi-asset funds overseeing approximately $5.5 billion on behalf of endowments and foundations, sovereign wealth funds, pensions, and family offices. Before joining HighVista, Joe was a Managing Director at Denham Capital, a $12 billion private equity platform formed at the Harvard Management Company. Previously, Joe was a direct investor in private companies as a Partner at BV Investment Partners and a General Partner at Venrock Associates. Joe began his career in various operating roles at Intel Corporation and Xerox Corporation.
Joe received his BA from the College of the Holy Cross and an MBA from Harvard Business School.
Jeffrey S. Mitchell
Co-founder, Partner
Jeff is a trusted fiduciary and thought leader who brings expertise in the areas of equity investing, asset allocation, investment process optimization, product innovation (for both retail and institutional markets), cross-organizational collaboration, team building and culture.
Prior to co-founding Fulcrum Advisors, Jeff worked at Fidelity Investments for more than 25 years in a variety of senior roles spanning investment research and portfolio management – including Director of Research roles in FMR Equity, Strategic Advisers Inc. and Global Asset Allocation, and culminating in his role as Chief Investment Officer for Fidelity Institutional Asset Management. Jeff also spearheaded a firm-wide strategic project aimed at developing a vision for the “Future of Asset Management” and positioning Fidelity as the leader in the asset management industry.
Jeff earned an AB from Harvard College and played one year of professional baseball in 1994 with the Montreal Expos baseball organization.
Our Network: An extensive team of thought leaders
Fulcrum Advisors benefits from our broad and highly engaged network. We are well connected in the asset management industry, thanks to our deep relationships with thought leaders across all key areas of the business. We can leverage these valuable resources to amplify our capabilities as needed.
Find out how we can help you turn your top priorities into real results.