Tim Chisholm
Tim provides high-quality qualified plan solutions and fiduciary support to retirement plan sponsors with a focus on sound fiduciary practices. He evaluates and benchmarks employers’ corporate retirement plans to ensure they are delivering a robust and competitive retirement option to employees. He supports employees with comprehensive education and personalized support to increase plan participation and the likelihood of successful retirement savings outcomes.
Prior to joining NewSquare in 2015, Tim spent 10 years with Brinker Capital. As VP and Regional Director for the North East, Tim provided financial advisors and their corporate clients with comprehensive retirement plan services across the states in the region.
Before Brinker, Tim spent 7 years at MFS Investment Management servicing high-net-worth clients in various positions, including client service and marketing.
Tim graduated from Trinity College in Hartford, Connecticut with a Bachelor of Science degree.
When not in the office, Tim enjoys time with his wife and two daughters. He is an avid gardener and a rabid sports-fan and enjoys playing golf and running.