David SchulmanDavid Schulman, CFP^®

Managing Director

Wealth Partner

David Schulman is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

David is the Founder of the Schulman Wealth Management Group at J.P. Morgan Wealth Management. The Schulman Wealth Management Group provides a Family Office approach to servicing their clientele, concentrating their experience in providing Advanced Financial Planning, Discretionary Asset Management, Banking and Lending services. David advises a select group of clients, including C-suite executives, private equity partners, investment bankers, company founders and professional athletes.

With nearly 30 years of asset management experience, the Schulman Wealth Management Group manages over $1.2B across two equity models, All Cap Equity (ACE) and Dividend Equity (Div Eq). David and his investment team adhere to a strict investment process and partner with J.P. Morgan’s award-winning research department for global economic research, U.S. sector research and individual company research.

The Schulman Wealth Management Group Asset Management Strategies offer an institutional-caliber background, strategic orientation with a detailed understanding of the capital markets and economic levers. David architects the asset management processes, driving the structuring, allocations and position weightings for each Strategy. He studies fundamental research, which forms the basis of his market perspectives. Many of his clients are financial professionals, and he speaks their language, providing confidence that he is carefully handling their assets.

A former collegiate athlete, David holds a B.S. in Business Administration from the University of Albany, where he played Collegiate Baseball. He is a CERTIFIED FINANCIAL PLANNER^® professional and holds a Certificate in Financial Planning from New York University’s School of Continuing and Professional Studies.