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2010 Five Star Wealth Advisor
NUA Advisors named 2010 Five Star Wealth ManagerSM-Boston Magazine
 About Us 

Our wealth management team integrates our diverse 30+ years of combined investment experience with our desire to provide clients with individual customized solutions for their specific needs. We focus on providing comprehensive wealth management services to our clients.

 

Management Team 

Laurie Bachelder, Principal

Laurie Bachelder is the Chief Compliance Officer and a Principal of NUA Advisors, LLC. Laurie has been providing independent financial advice and portfolio management for the past 11 years, as an independent investment advisor with a leading financial firm.  Laurie has a wealth of experience providing investment advice, with a specific concentration on alternative investments through Retirement Accounts and the development of alternative investment strategies.

Laurie is a specialist and an industry leader in the Self Directed IRA Industry, enabling investments in Real Estate and other alternative assets to be held within a Self Directed IRA. Through real-life experience and education, Laurie provides clients with guidance and insight on how to assemble a truly diversified portfolio, with the premise that it should contain not only a range of different asset types, but also include assets that have low correlation to one another.

Laurie is also a founding member and current President of The Council of Retirement Plan Professionals (CRP2), a non-profit organization whose mission is to facilitate the orderly growth of the retirement capital industry by educating, setting standards and connecting professionals and their constituents. 

 

Rajeev Kotyan, Principal

Rajeev Kotyan holds the position of Risk Manager and Principal at NUA Advisors, LLC.  He provides the risk management guidelines required to analyze all client portfolios spanning both traditional and non-traditional asset classes.

Rajeev's background includes both corporate and institutional risk management and strategy planning for business and product development, as well as financial products and strategies, such as algorithmic trading, transaction cost analysis, quantative analysis and cross asset class strategy trading.  His tenure includes working with a number of startup technology and financial firms, including Charles River Development & Brokerage, Progress Software, Investors Bank and Trust, eXcelon Corporation, IDD Information Services (subsidiary of Dow Jones), and Citicorp Securities KK (Tokyo, Japan).  He has participated actively in the standardization for information exchange of financial derivative products with creation of Financial Products Markup Language (FpML.org), a division of ISDA (International Swaps and Derivatives, Inc.).

Since 1998, Rajeev has been personally investing in non-traditional investments using Self Directed IRAs, mainly focused on real estate and real estate-related assets, including mortgage notes, short-term loans, foreign exchange and small business ventures, to name a few.

 

Kirk Chisholm, Principal

Kirk Chisholm is Wealth Manager and Principal at NUA Advisors, LLC.  He has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999.  Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options. His background and areas of focus are portfolio management in the traditional and non-traditional investment markets.

Prior to integrating with NUA Advisors, LLC in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney. 

 


                  

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