David SchulmanDavid Schulman, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About David
David Schulman is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
David is the Founder of Schulman Wealth Management Group at J.P. Morgan Wealth Management. Schulman Wealth Management Group provides a Family Office approach to servicing their clientele, concentrating their expertise 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, 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.
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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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