Prior to joining First Republic in 2019, Mr. Schulman was a Managing Director with Wells Fargo Advisors. He began his career in 1997 at Morgan Stanley Dean Witter. In his current role, Mr. Schulman oversees the groups’ private wealth management line of business. Mr. Schulman utilizes his years of wealth management experience to help manage his client’s day-to-day financial affairs in relation to wealth planning, asset management and family risk planning concerns.
Mr. Schulman is active in his local community, coaching and training youth athletes in baseball, basketball and general fitness. Mr. Schulman is the Founder and President of Westchester Elite Falcons, Inc., a New York based nonprofit organization. The organization works with families across Westchester County to provide guidance and structure to help enhance youth athleticism, with the long-term goal of creating high school and college opportunities.
Mr. Schulman earned his Bachelor of Science in Business Administration from the State University of New York at Albany. He is also a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 1997
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