Choler

Chris Choler

CFA®, CPA

"I like a challenge. Finding solutions to difficult problems is rewarding for me, even more so when I recognize the process makes an impact for our clients and the people they employ.”

Chris is a CPA with an educational background in business administration and operations management. At Highland, he applies his education and his public accounting specialization in benefit plan and manufacturing audits to our clients’ investment management and retirement plans.

“During an audit, you see how companies in various industries operate. Every company has unique priorities and goals which is true for their retirement plans as well. Because the audits required me to get into the details of plan provisions and regulations, I’ve got a well-rounded background that helps me serve our clients.”

Experience

  • Relevant experience since 2017
  • With Highland since 2020

Education

  • BSBA, The Ohio State University

Membership/Association

  • CPA
  • CFA® Charterholder