Michael Schulman Location
- Newport Beach, CA, US
Michael Schulman Work
- 2026 -now Partner @
- 2019 -2026 Partner, Chief Investment Officer @
- 2008 -2019 Managing Director - Partner, Senior Portfolio Manager - Consultant @
- 2005 -2008 Director, Senior Portfolio Manager @
- 2002 -2005 VP, Quantitative Analysis Specialist, US CDO Group @
- 2001 -2001 Manager (Strategy Consultant) @
- 1999 -2001 Director of Strategy @ Open Ratings
- 1999 -1999 Consultant (Summer Internship) @ The World Federation of Exchanges (formerly Federation Internationale des Bourse
- 1991 -1998 Portfolio Manager @ Pacific Income Advisors
Michael Schulman Education
- MIT Sloan School of Management
MBA (Business)
1998-2000 - Chartered Financial Analyst
CFA
1994 - University of California, at Berkeley
Michael Schulman Skills
- Portfolio Management
- Investments
- Options
- Alternative Investments
- Fixed Income
- Equities
- Strategy
- Investment Banking
- Financial Modeling
- Finance
- Capital Markets
- Bonds
- Asset Management
- Business Strategy
- Asset Allocation
- Mutual Funds
- Quantitative Analytics
- Investment Strategies
- Financial Services
- Securities
- Start-ups
- Valuation
- Trading
- Strategic Planning
- Equity Derivatives
- Emerging Markets
- Commodity
- Structured Finance
- Venture Capital
- Derivatives
- Wealth Management
- Financial Analysis
- Hedge Funds
- Equity Research
- Macroeconomics
- Consulting
- Risk Management
- Bloomberg
- Excel
- Negotiation
- Leadership
- Team Building
- ETF
- High Net Worth Individuals
- Family Office
- Financial Advisory
- Management
- Communication
- Real Estate
- Global Macro
- Debt
- Start Ups
- Advisory
- CDO
- Industry Analysis
- Microsoft Word
- Series 27
- Munis
- Analytical Skill
- Expert Witness
- Microsoft Excel
- Corps
- Quantitative Analysis
- Risk
- Analysis
- Series 7
- Structured Products
- ETFs
Michael Schulman Summary
- Michael Schulman, based in Newport Beach, CA, US, is currently a Partner at Cerity Partners. Michael Schulman brings experience from previous roles at Running Point Capital Advisors, Hollencrest Capital Management and Deutsche Bank. Michael Schulman holds a 1998 - 2000 MBA in Business @ MIT Sloan School of Management. With a robust skill set that includes Portfolio Management, Investments, Options, Alternative Investments, Fixed Income and more. Michael Schulman has 2 emails and 1 mobile phone numbers on RocketReach.
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