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Chad Nicholson

Managing Director at Mesirow
Intro Book
Chad Nicholson, a seasoned Managing Director with 1 year 11 months of experience in Marin County, California, brings expertise in fixed income accounts and a strong educational background from the University of Washington.
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Location
San Francisco Bay Area, US
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Bio

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Chad Nicholson is a seasoned professional with extensive experience in the financial industry. He holds a Managing Director position at Mesirow, where he has been instrumental in delivering support to clients and capitalizing industry knowledge. Prior to joining Mesirow, Chad worked at InspereX LLC, where he excelled as a Managing Director, and at Oppenheimer & Co., where he earned recognition as a top producer among peers. He also held positions at Stone & Youngberg and Vining Sparks, IBG, showcasing his ability to achieve top placements and producer rankings. Chad's educational background includes a degree from the University of Washington and his high school diploma from Garfield High School. He is proficient in multiple languages and has honed his skills in fixed income sales and management.

Credentials

  • Series 63
    FINRA
  • Series 7
    FINRA

Experience

  • Mesirow
    • Marin County, California, United States
    • Managing Director
      • Aug 2022 - Present
      • Marin County, California, United States
  • InspereX LLC
    • San Francisco Bay Area
    • Managing Director
      • Jan 2017 - Sep 2022
      • San Francisco Bay Area

      Description:Expert oversight of a mix of tier 2 fixed income accounts that includes Municipalities (Cities, Counties and States) as well as Banks and Credit Unions, Insurance Companies, and Money Managers.Delivery of support to clients in finding the best asset match for their current goals Capit...

  • InspereX
    • San Francisco Bay Area
    • Vice President
      • Jun 2012 - Jan 2017
      • San Francisco Bay Area
  • Oppenheimer & Co.
    • San Francisco Bay Area
    • Director - Fixed Income
      • Jul 2011 - Jun 2012
      • San Francisco Bay Area

      Endorsement of appropriate fixed income products to clients with a mix of fixed income accountsObtainment of recognition as top producer among all peers in the San Francisco office

  • Stone & Youngberg
    • San Francisco Bay Area
    • Director - Taxable Fixed Income
      • May 2000 - Jul 2011
      • San Francisco Bay Area

      Achievement of a top five placement in taxable fixed income salesperson annually, and top producer for three years in the Fixed Income Department.

  • Vining Sparks, IBG
    • Greater Seattle Area
    • Vice President
      • Sep 1995 - May 2000
      • Greater Seattle Area

Education

  • 1990 - 1993
    University of Washington
  • Garfield High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services.”

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