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Daniel Shulman Cap
Daniel Shulman Cap
Senior Vice President, Client Strategist | BNY Wealth
United States
Daniel Shulman Cap
Summary
Daniel Shulman Cap is a seasoned professional in private wealth management, specializing in serving ultra-high-net-worth multigenerational families and business owners. With extensive experience in estate planning and philanthropy, he has built a reputation for strategic advice and personalized service. Daniel's career spans various leadership roles in prominent financial institutions, including BNY Mellon Wealth Management and US Trust. He holds an MBA with a focus on Nonprofit Management from Brandeis University and a Chartered Advisor in Philanthropy designation. His awards, such as the AIPAC Campus Cadre of the Year, highlight his commitment to community engagement and leadership. Daniel's multifaceted expertise also encompasses community outreach and strategic planning, making him a valuable asset to any organization.
Daniel Shulman Cap
Work Experience
Senior Vice President, Client Strategist at
BNY Wealth
July 2023 - Present
Principal, Client Strategist at
Bny Mellon Wealth Management
January 2023 - Present
Client Strategist at
Bny Mellon Wealth Management
January 2020 - Present
Vice President at
Bank of America Pvt Wealth Management
October 2017 - January 2020
Private Client Associate at
Bernstein Private Wealth Management
June 2014 - September 2017
Planned Giving Officer at
Jewish Federation of Broward County
July 2013 - June 2014
Program Director at
The Vanderbilt University
June 2010 - July 2011
Jewish Student Life Coordinator at
The Vanderbilt University
August 2008 - June 2010
Daniel Shulman Cap
Education
The American College of Financial Services, Chartered Advisor In Philanthropy®
January 2021 - January 2021
Brandeis University, Heller - The Heller School for Social Policy and Management, Mba/Ma
January 2011 - January 2013
City University of New York - Queens College, Ba
January 2005 - January 2008
Nassau County EMS Academy, Emt-B
January 2007 - January 2008
Frequently Asked Questions about Daniel Shulman Cap
What company does Daniel Shulman Cap work for?
Daniel Shulman Cap is a Senior Vice President, Client Strategist at BNY Wealth, a company specializing in Functions related to depository banking.
Where Daniel Shulman Cap graduated from?
Daniel Shulman Cap holds a degree in from The American College of Financial Services.
Who is Daniel Shulman Cap?
Daniel Shulman Cap is a seasoned professional in private wealth management, specializing in serving ultra-high-net-worth multigenerational families and business owners. With extensive experience in estate planning and philanthropy, he has built a reputation for strategic advice and personalized service. Daniel's career spans various leadership roles in prominent financial institutions, including BNY Mellon Wealth Management and US Trust. He holds an MBA with a focus on Nonprofit Management from Brandeis University and a Chartered Advisor in Philanthropy designation. His awards, such as the AIPAC Campus Cadre of the Year, highlight his commitment to community engagement and leadership. Daniel's multifaceted expertise also encompasses community outreach and strategic planning, making him a valuable asset to any organization.
Daniel`s contact details
Colleagues
Vice President, Client Relationship Team Lead
Senior Vice President, Client Strategist
Vice President
Vice President, Wealth Manager
Solutions Architect, Senior Vice President
Senior Vice President, Client Strategist
Sr. Wealth Manager, Fiduciary Specialist, VP
Board Member
Senior Vice President
Vice President