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Joseph Nicholson Location
Charleston, SC, US
Joseph Nicholson Work
2017 -now CEO • CIO @
2017 -2023 Managing Director @
1993 -2017 Managing Director - Investments @
1990 -1993 Assistant Vice President @
Joseph Nicholson Education
University of South Carolina Darla Moore School of Business
Master of Business Administration - MBA (Finance)
1988-1990
College of Charleston
Bachelor of Science - BS (Finance)
1983-1987
Christ Church Episcopal School 1971-1983
The Wharton School
Certified Investment Management Analysts
2000
Joseph Nicholson Skills
Financial Advisory
Multigenerational Wealth Planning
Wealth-Preservation Planning
Investments
Estate Investment Planning
Retirement Planning
Finance
Business-Succession Planning
Concentrated Stock Management
401(k) Planning
Joseph Nicholson Summary
Joseph Nicholson, based in Charleston, SC, US, is currently a CEO • CIO at Nicholson Wealth Management Group. Joseph Nicholson brings experience from previous roles at Nicholson Wealth Management Group Wells Fargo Advisors Financial Network, Wells Fargo Advisors and Nationsbanc Securities. Joseph Nicholson holds a 1988 - 1990 Master of Business Administration - MBA in Finance @ University of South Carolina Darla Moore School of Business. With a robust skill set that includes Financial Advisory, Multigenerational Wealth Planning, Wealth-Preservation Planning, Investments, Estate Investment Planning and more. Joseph Nicholson has 2 emails and 2 mobile phone numbers on RocketReach.
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