(January 9, 2020) Fulcrum Partners Managing Director & Partner Tom Chisholm has been accepted into Forbes Chicago Business Council, an invitation-only community for successful business owners and leaders in Greater Chicago.
Fulcrum Partners Supports Operation Underground Railroad Through the Work of Managing Director Monte Harrick
At this time of year, with much attention focused on creating magical Christmas experiences for children, Fulcrum Partners Managing Director Monte Harrick is drawing attention instead to the millions of children around the world who are victims of human trafficking.
Fulcrum Partners Executive Benefits Hires Chief Administrative Officer
PONTE VEDRA BEACH, FL — (October 29, 2019) Fulcrum Partners, executive benefits advisory, announces the hiring of Mike Powers, the firm’s new Chief Administrative Officer. Powers, who assumed the newly created role earlier this month, will manage the firm’s day-to-day operations and help facilitate strategic initiatives. Fulcrum Partners is one of the nation’s leading executive benefits consultancies and currently has …
Fulcrum Partners Supports Feeding Children Everywhere
PONTE VEDRA BEACH, FL — (October 22, 2019) With the commitment of Co-Founder and Managing Director, G. Scott Cahill, Fulcrum Partners, LLC is a supporter of Feeding Children Everywhere (FCE). Dedicated to sustainability, Feeding Children Everywhere offers a Full Cart program to help working individuals and families extend their grocery budget and provide career services, international development, domestic meal distribution, …
Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference
PONTE VEDRA BEACH, FL — (September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. will be a featured speaker at the 2019 PLANADVISER National Conference (PANC 2019). The event will be held September 16 -18, 2019 at the JW Marriott Grande Lakes in Orlando, Florida. Designed exclusively for retirement plan advisers and consultants, the conference will attract elite …
Fulcrum Partners Managing Director Steve Broadbent Fund Raising for the Wall That Heals
PONTE VEDRA BEACH, FL — (August 7, 2019) Fulcrum Partners Managing Director Steve Broadbent is raising funds for the installation of a permanent replica of the Vietnam Veterans Memorial Wall. The 250-foot memorial is to be permanently installed in Johns Creek, a suburb of Atlanta, Georgia and will become one of only four Wall replicas outside of Washington, D.C. The …
Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation
PONTE VEDRA BEACH, FL — (July 16, 2019) Fulcrum Partners Managing Director Phil Currie will be a featured presenter at the webinar, “Case Study Overviews,” which is the second training event in an educational series designed to equip and inform financial advisors for incorporating nonqualified deferred compensation plans as part of their client services. The training program is presented by …
Steve Broadbent of Fulcrum Partners Appointed by Gov. Kemp to Board of Community Affairs
PONTE VEDRA BEACH, FL — (May 30, 2019) Fulcrum Partners Managing Director Steve Broadbent has been appointed to the State of Georgia Board of Community Affairs. Georgia Governor Brian P. Kemp made the announcement on May 21, 2019. Steven Broadbent, who is a Managing Director at Fulcrum Partners executive benefits consultancy and heads the company’s Atlanta office, was sworn into …
Fulcrum Partners Announces the Launch of Fulcrum Partners Salt Lake City
FOR IMMEDIATE RELEASE (PONTE VEDRA BEACH, FL March 26, 2019)– Fulcrum Partners executive benefits consultancy announces the opening of Fulcrum Partners Salt Lake City. Located at 8706 South 700 East, Suite 105, in the Salt Lake City suburb of Sandy, the new offices position the Fulcrum Partners team to better serve new and ongoing clients in the Intermountain West Region. …
Fulcrum Partners News Becomes Deferred Compensation News
PONTE VEDRA BEACH, FL — (Nov 15, 2018) Fulcrum Partners LLC announces the rebranding of Fulcrum Partners News, which earlier this month became, Deferred Compensation News. Scott Cahill, Managing Director Fulcrum Partners Orlando and company cofounder said, “Since rebranding our blog, we have seen a remarkable 192 percent increase in readership year-over-year, which we attribute both to the rebrand and to …