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Management Team
Don C. Megliola -
President & Chief Executive Officer
Don joined Fulcrum
Securities as a co-founder in 2006 when he opened the firm’s Reston, VA
location. His career began in 1997 with
Prudential Securities in Washington, DC after graduating cum laude from Cornell
University with a B.S. degree in Finance and Business Management. After his career at Prudential Securities, he
served as President and was a founder of H2O Investments, an independent
investment and retirement planning firm with the ING Financial Partners broker
dealer. At H2O, he specialized in providing comprehensive wealth management
services for executives, families and business owners. Prior to his career at
Prudential, Don worked as a consultant in the Northern Virginia office of
Kaiser Associates, a strategic management consulting firm serving primarily
Fortune 500 companies. Don serves on
several boards and is a member of the Executive Committee for Cornell
University men's soccer program.
Pat founded Fulcrum Advisory Services, Inc. and Fulcrum Securities Inc. in 2003. He began his career on Wall Street in 1977, after graduating magna cum laude from the University of Notre Dame with a B.A. degree in Finance and Business Economics. He has spent 20 of his past 33+ years in financial services managing branch offices and maintaining key client accounts for such firms as Smith Barney, Merrill Lynch, and Prudential Securities. As a former branch manager, Pat successfully supervised and guided more than 500 professional investment advisors who were responsible for more than 250,000 client accounts. He has earned the distinguished title of Certified Investment Management Analyst (CIMA) from the Wharton School of Business at the University of Pennsylvania, and continues to attend advanced training programs on critical aspects of the securities industry. Pat serves on the board of several philanthropic organizations and is Treasurer of the Northern Virginia Chapter of Legatus, an international membership organization of CEO's, and other business executives.
William P. Behrens -
Vice-Chairman
Before joining Fulcrum in 2008, Mr. Behrens served as Vice Chairman of Northeast Securities, Inc., a financial services firm in New York where he was responsible for private client and institutional brokerage and asset management. Bill got his start on Wall Street as a securities analyst with Ernst & Company. He was later made a Partner of the Firm and ultimately worked his way to Chief Executive Officer and Chairman of the Board. In all, Bill spent over 35 years with Ernst & Company and its successor company Investec LTD. Mr. Behrens has held a variety of senior positions in the financial services industry including ones with the Securities Industry Association, the Options Clearing Corporation, the American Stock Exchange, and the National Association of Securities Dealers (now FINRA). He currently serves as non-executive Chairman of Global Energy Holdings, Inc. (formerly Xethanol Corporation) an American Stock Exchange company, and is a member of the Board of Directors of Volumetric Fund Inc., a publicly traded closed-end mutual fund. Bill graduated from Bernard Baruch College, City University of New York, and serves as Trustee Emeritus of both the Museum of American Financial History and, The Battery Conservancy. Bill also serves as a Director of ProPapa Missions America, a not-for-profit organization that provides medical services, education funding, and home construction to the indigenous peoples of Honduras.
Rob L. Morgan -
Chief Investment Strategist
Before joining Fulcrum in 2010, Rob was President of Dearden, Maguire, Weaver, and Barrett LLC., an asset management firm located in West Conshohocken, Pennsylvania. Prior to that he was Investment Strategist at Janney Montgomery Scott, a Philadelphia based brokerage firm where he went after serving as Chief Investment Officer for Fulton Financial Advisors, a $5 billion asset management firm located in Lancaster, Pennsylvania. Rob graduated cum laude from Vanderbilt University with a Bachelor of Science degree. He continued on at Vanderbilt where he was awarded a Masters in Business Administration. Upon graduating from college Rob served as a submarine officer in the U.S. Navy.
Cynthia D. Lyons -
Chief Compliance Officer
Ms. Lyons joined
Fulcrum in 2008 as Director of Compliance with responsibility for, among other
things, oversight of the Firm’s anti-money laundering program, as AML Officer.
Her career in the brokerage industry goes back over 20 years having started
with Stifel Nicolaus &
Co. in 1987. While there she gained branch office and operations and compliance
experience. Cyndi's industry knowledge also covers other areas within retail
and institutional brokerage operations including administration and finance.
After leaving Stifel Nicolaus,
Ms. Lyons worked for two boutique retail firms and later, two investment
banking firms, the last of which was Flagstone Securities, Inc. in St. Louis,
Missouri. During her tenure in banking she served a variety of functions
including as Financial Operations Principal, compliance officer, and operations
manager. She has had broad experience in the inner workings of private
placement offerings and initial and secondary public offerings, from both an
operational and compliance perspective. She is qualified as a General
Principal, Financial and Operations Principal, Options Principal, and General
Securities Representative.
Suzanne G. Harvey -
Senior Managing Director
Before joining Fulcrum as one of its co-founders, Suzanne worked as an independent consultant covering ethical investment issues for institutional money management firms and mutual fund companies. Prior to that, she served as a Managing Director with Thomson Financial Services (now Thomson Reuters) as part of their Institutional Shareholder Services division where she ran the Social Investment Research Service (SIRS), an investment screening service for institutional equity investors. Suzanne originally established SIRS in 1984, as a division of Prudential Securities' Equity Research Department in their Washington Research office where she served as Director and Senior Equity Analyst. At that time, SIRS was the largest service of its kind in the world in both clients and revenues. While at Prudential, Ms. Harvey and the other members of the Washington Research office placed first in their category of Institutional Investor magazine's annual All-American Research Team. SIRS was spun-off in late 1998, and Ms. Harvey ran the Company as an independent entity which she later sold to Thomson. Suzanne was a regular contributor to the academic journal “Corporate Finance Review” and has served as an expert witness on corporate governance issues. Before joining Prudential in 1983, Suzanne worked at Blyth Eastman Paine Webber in Boston, Massachusetts for that Firm's venture capital group, the Ampersand Management Company. Suzanne is former Vice-Chair and member of the Board of Directors of the Social Investment Forum, an industry trade association. She holds a B.A. degree from the University of California at Berkeley, and did post-graduate work at Yale University.
Michael C. Kissinger -
Senior Managing Director
Mike joined Fulcrum as co-founder in 2004. An attorney, Mike's legal practice has focused primarily on investment and tax planning for high net-worth individuals and executives. Prior to joining Fulcrum Mike was an attorney at the law firm of Peterson & Basha, PLC. where he specialized in estate, tax, and business planning. Mike began his career in 1995, at KPMG, LLP after receiving his J.D. degree. He graduated magna cum laude from Capital University Law School. In 1996, Mr. Kissinger moved to Ernst and Young, LLP where he worked in their personal financial counseling group. While there, he earned a LL.M in Taxation from Georgetown University Law School, graduating with honors. In 1999, he earned the CIMA accreditation from the Wharton School of Business at the University of Pennsylvania. He also holds a B.S. in Accounting from the Franciscan University of Steubenville, Ohio.