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Nathan Chisholm

Retirement Investment Counselor, Retirement Plans Division at Lebel & Harriman, LLP

Nathan Chisholm is a professional with a strong educational background in finance and investments.

He obtained his Bachelor of Arts degree from the University of Denver and pursued further studies at Lancaster University.

With a diverse range of experience, Nathan has held key positions in reputable organizations, showcasing his expertise in the financial sector.

Currently, Nathan serves as a Retirement Investment Counselor in the Retirement Plans Division at Lebel & Harriman, LLP.

Prior to this role, he worked as an Investor Services Representative at Stone Coast Fund Services, demonstrating his proficiency in client service and investment management.

Nathan also has experience as a Financial Advisor at Personal Capital, where he provided financial guidance and services to clients.

Furthermore, he has served as an Operations Associate at Personal Capital, highlighting his understanding of operational processes within financial institutions.

Nathan Chisholm
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Location

United States