Vice President and Director of Unique Assets, First Republic Trust Company
Northern CaliforniaSteven Schulman is a Vice President and Director of Unique Assets at First Republic Trust Company.
With more than 25 years in the industry, Mr. Schulman has worked in real estate brokerage, acquisition, and property management of fiduciary-owned commercial, industrial, and residential property. Because of his experience, he has gained a deep understanding of how real estate can advance wealth management. Mr. Schulman views clients' real estate portfolios in relation to their overall investment goals while also considering important factors such as tax consequences, liquidity, and diversification.
Mr. Schulman holds both a Bachelor of Arts degree in American history and Master of Arts degree in classical literature from St. John's College, Santa Fe, New Mexico.
Wealth Management Experience: 25