Fulcrum Partners Executive benefits Advisory Team Tom Chisholm

Tom Chisholm

Managing Director & Partner


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Managing Director and Partner Tom Chisholm consults on a wide range of executive benefits issues, including nonqualified benefit programs, employee retention, senior management compensation, change in control issues, and plan integration during mergers and acquisitions. Widely published, Tom is often quoted by the media on the topic of nonqualified benefits.

  • Frequent lecturer addressing a range of topics related to executive benefits
  • Former Lead Consultant and Senior Managing Director at Clark Consulting, where he assisted new and existing clients in the design, funding, implementation, and administration of nonqualified benefit plans
  • Former consulting and management for Unilever and Pfizer, Inc. Recruited to Clark to oversee East Coast and Southeast consultants
  • Extensive experience consulting in areas of high technology, manufacturing, utilities, and retail
  • Endurance athlete, member of Team USA, Long Course Triathlon Team 2015 and 2012
  • Active fundraiser and supporter of World Bicycle Relief
  • Member Forbes Chicago Business Council

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Degrees, Certifications, and Registrations
  • Series 6, Series 63, and Series 65 registered
  • DePaul University, Master of Business Administration with Distinction
  • Western Michigan University, Bachelor of Business Administration, Marketing

Tom Chisholm is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Akron, OH 44333. 800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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Publications and Presentations
The Exchange for People Strategy (August 2014) The Exchange for People Strategy (July 2014) WorkSpan (June 2005)
  • Helping corporations to find creative solutions to design and finance their Executive Benefit Plans