William W Chisholm
- Role
- Managing Member at Tidewater Wealth Advisors Llc
- Location
- Savannah, US
- LinkedIn followers
- 500 followers
Experience
Managing Member
Oct 2010 — Present
Tidewater Wealth Advisors LLC, a registered investment advisory firm with the State of Georgia, was founded by William Chisholm with over 45 years of investment and trust advisory experience catering to individuals, family offices, endowments, foundations and trusts. Tidewater is well-positioned to deliver institutional quality investments and capabilities offered by much larger institutions with the flexibility, responsiveness and a personal level of service found in a small organization. Tidewater is a client driven practice - we are the quarterback.
Skills
- Leadership
- Venture Capital
- Investment Advisory
- Management
- Team Building
- Finance
- Financial Planning
- Series 7
- Valuation
- Portfolio Management
- Mergers
- Start-Ups
- Mutual Funds
- Equities
- Wealth Management
- Strategic Financial Planning
- Trading
- Mergers & Acquisitions
- Investor Relations
- Entrepreneurship
- Financial Modeling
- Alternative Investments
- Private Equity
- Financial Advisory
- Investments
- Marketing Strategy
- Private Placements
- Due Diligence
- Asset Management
- Hedge Funds
- Strategic Planning
- Asset Managment
- New Business Development
- Financial Services
- Mergers
- Marketing
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