Scott Chisholm
President, Portfolio Manager, and Chief Compliance Officer
I started picking stocks early. My father, Jack, who founded this firm, had me choosing stocks for my own account by the time I was 12. I loved it, and by the time I finished high school I knew this was what I wanted to do for a living.
I studied business and earned an MBA with a specialization in personal finance from Eastern Michigan University. I joined C&D in early 1995 as a stock analyst and learned portfolio management hands-on as I began working with clients of my own. Today I manage every client portfolio myself and write the quarterly letter each client receives. I hold the Series 65 license.
Outside the office
The Ann Arbor Jaycees taught me a lot about volunteering and community service. I served 14 years on its board of directors in a number of roles, finishing as president.
I met my wife in 2015. Together with our dog, Merlin, we volunteer as a therapy dog team at local hospitals. When we're not doing that, you'll find us hiking, rappelling, downhill skiing, and, most of all, scuba diving.
Our history
Jack Chisholm, a former chief investment officer and portfolio manager at Ann Arbor Trust Company, founded the firm in 1981 as Chisholm and Dames Investment Advisors. Jack is now retired. The firm, now C&D Wealth Advisors, has stayed independent and fee-only for more than four decades.