Fulcrum Associates


Passion. Experience. Diligence.


Our Expertise

Fulcrum Associates’ team is comprised of highly skilled senior executives with global, real-world expertise in technology, operations, and organizational effectiveness.  Our principals have cultivated successful, high-impact careers as CEOs, COOs, CIOs, and CTOs.  Our expertise also includes alliances with select, forward-thinking, and hands-on technology consulting firms that can bring your ideas to life.


Joe Held

I have been fortunate to have worked with talented technology and business professionals for thirty-four years – twenty-two years as a technology executive spanning firms from Wall Street to Main Street.  During that time, I have led the successful planning and implementation of global technology transformation efforts at Hartford Life Insurance, Standard & Poor’s, Reader’s Digest, and S&P Global Platts.  This covered the entire spectrum of business systems and infrastructure transformation.



Jerry Lepore

As a dedicated and devoted husband, father, and grandfather I am thankful and humbled to have had success in this facet of my life’s work.  I attribute this largely to having, and employing, traditional values in order to achieve non-traditional results.  I use and encourage this same philosophy in my career assignments.  The success of a family is in the strength, understanding, cooperation, contribution and hard work of every member of the unit for the overall good of the unit.  Similarly, the success of an organization or company is based upon the same attributes.  I have also been fortunate to have had many people that have contributed to the following successes.



Jonathan Miller

Jonathan Miller is a career Chief Technology Officer, consultant, and entrepreneur with over 30 years in information technology.  He has extensive senior-level experience in both large corporations and start-ups, in which he has set and executed the technology strategy.  Mr. Miller has led global teams in the U.K., Eastern Europe, India, China, Japan, Singapore, and Australia.  He has honed strong engineering process and operational excellence from building enterprise-class business systems and meeting stringent service levels.  He has also led product development and product management, particularly for innovative SaaS offerings.  Throughout his career, Miller has spoken at numerous conferences on a variety of subjects including how to measure and manage Agile software development projects.