Fulcrum Wealth Advisors Expands Team with New Chief Economist
Bellevue, United States – March 11, 2026 / Fulcrum Wealth Advisors /
Fulcrum Wealth Advisors, a prominent wealth management firm located in Bellevue, has announced the selection of Dr. Kelly YiYu Lin as its new Chief Economist. Dr. Lin comes with extensive experience in macroeconomic research, having most recently worked at Fannie Mae, where she was responsible for leading economic forecasting and analyzing housing markets and financial systems.
In her new position, Dr. Lin will spearhead the firm’s economic research initiatives-evaluating macroeconomic trends, interest rate scenarios, and market dynamics to guide client investment strategies. Her Ph.D. in Economics and her proven ability to convert complex data into straightforward, actionable insights make her a valuable addition to the leadership team at Fulcrum.
Dr. Lin’s strong academic background and hands-on experience at Fannie Mae give her a distinctive viewpoint on the relationship between economic indicators and market actions. Her skill in articulating complex economic ideas will assist clients in gaining a better understanding of the elements influencing their investments.
“We are excited to have Dr. Lin join Fulcrum. Her expertise in macroeconomic research and her capability to link economic realities with practical investment choices are precisely what our clients require in the current climate. This appointment underscores our continuous dedication to providing the highest level of insight and guidance to the families and individuals who rely on us as their financial advisor in Bellevue, WA.”
– Jim Falcone, Managing Director, Fulcrum Wealth Advisors
Given the current inflationary pressures, changing interest rate policies, and persistent geopolitical uncertainties affecting markets, Fulcrum is well-equipped to assist clients in navigating complexities with enhanced precision. Learn more about Dr. Lin and her responsibilities at Fulcrum Wealth Advisors.
About Fulcrum Wealth Advisors
Fulcrum Wealth Advisors is a registered investment advisory firm based in Bellevue, WA, committed to assisting individuals, families, and institutions in building and safeguarding wealth through tailored, research-driven approaches. For additional information, visit Fulcrum Wealth Advisors online.
Contact Information:
Fulcrum Wealth Advisors
10940 NE 33rd Pl. Suite #210
Bellevue, Washington 98004
United States
Mia Falcone
(844) 621-0630
https://fulcrumwa.com
