
William R. Chisholm, CIMA
Senior Investment Consultant | New Jersey and Eastern Pennsylvania Region
Bill Chisholm is a senior investment consultant for Thornburg Investment Management. He covers the New Jersey and Eastern Pennsylvania region. Before joining Thornburg in 2012, Bill worked as senior regional vice president for DWS Investments, the US asset management arm of Deutsche Bank. Prior to DWS, Bill was a vice president for Franklin Templeton Investments and a regional consultant for Lord Abbett.
Bill is currently registered with FINRA with a Series 7 and 66. He earned a BS in finance from The Pennsylvania State University in 2000.
Insights

Retiring Retirement – Longevity Planning Outcomes

Vision Mission and Values

Three Overlooked Rewards of Living Longer Lives

Actively Managed. Structured for Excellence

When It Comes to Investment Advice, Humans Beat Computers

Dividend-Paying Stocks: The Investor’s Swiss Army Knife

How to Overcome the “Money” Problem of Funding College

Bank Loan Funds: Benefits and Risks

Exchange Traded Funds (ETFs) Carry Overlooked Costs

Robust Portfolio Construction Essential for Various Markets

Thornburg Signs the Principles for Responsible Investment

American Depositary Receipts (ADRs) & Foreign Currency Risks

Tough Sledding in Multisector Bond Investing? It Depends on the Team.

China Leads the Disruptive Mobile Payment Technology Trend

Want to Improve Your Business Development Results as an Advisor?

Managing Legacy Wealth Is Good for Business and Clients

Reinventing Your Business

The Case for Real Teaming

Planning for Inadequate Social Security Benefits
