Fulcrum Partners Executive benefits Advisory Team Tom Chisholm

Tom Chisholm

Managing Director & Partner


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Tom Chisholm
Managing Director and Partner Fulcrum Partners Chicago, IL

Tom helps corporations find creative solutions to design and finance their executive benefit plans. His expertise includes nonqualified benefit programs, bank, trust, and corporate owned life insurances (BOLI, TOLI, COLI), senior management compensation, employee retention, change in control issues, and plan integration during mergers and acquisitions.

  • Extensive experience in the customized design of executive benefit plans for top talent in high technology, manufacturing, utilities, and retail, as well as the deferred compensation needs of many other high-earning professionals.
  • Published author and frequent guest lecturer on issues of executive benefits and deferred compensation. Tom is often quoted by the media on the topic of nonqualified benefits.
  • Former Lead Consultant at Clark Consulting, responsible to provide the design, funding, implementation, and administration of nonqualified benefit plans for new and existing clients.
  • Formerly in consulting and management for Unilever and Pfizer, Inc.

Tom heads the offices of Fulcrum Partners Chicago, providing acumen, leadership, and critical guidance to his team and for his clients.

Education and Training

Check the background of this investment professional on FINRA’s BrokerCheck.

Tom Chisholm is affiliated with Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

Accomplishments and Service

Tom Chisholm is driven to compete and succeed, both professionally and in his personal life. An endurance athlete, he was a member of the Team USA, Long Course Triathlon Teams 2015 and 2012.

Tom earned this honor by finishing among the top competitors in Long Course Triathlon, which requires a 4k swim and a 112k bike race, followed by a 30k run.

The organization’s affiliated philanthropic arm, the USA Triathlon Foundation, a 501(c)(3), works to promote and support triathlon for three key groups: youth, paratriathletes, and Olympic hopefuls.

World Bicycle Relief Tom Chisholm Fulcrum Partners Chicago
Tom is also a committed advocate and supporter of World Bicycle Relief. This 501(c)(3) global outreach works to mobilize people through bicycles, helping individuals and families conquer the challenge of distance, and as a result, achieve independence, and thrive.

Articles and Reports by Tom Chisholm

SERPs by Tom ChisholmRetail executive retirement planning by Tom Chisholm.pngWorld at Work article by Tom Chisholm

O: 847.724.3036 C: 847.341.7258.

Email Tom Chisholm of Fulcrum Partners: Tom.Chisholm@fulcrumpartnersllc.com.

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You can download photos for the Fulcrum Partners team and more information about Fulcrum Partners Executive Benefits Consultancy here: Authorized Image and Document Download

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.

Check the background of this investment professional on FINRA's BrokerCheck

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