Joseph Nicholson Email & Phone Number
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Joseph Nicholson Location
- Charleston, SC, US
Joseph Nicholson Work
- CEO • CIO @ (July 2017 - Present)
- Managing Director @ (July 2017 - October 2023)
- Managing Director - Investments @ (July 1993 - July 2017)
- Assistant Vice President @ (May 1990 - July 1993)
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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