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Rick Schultz
Rick Schultz
Managing Director | J.P. Morgan
Potomac, Maryland, United States
Rick Schultz
Summary
Rick Schultz is a seasoned Managing Director and Wealth Advisor at J.P. Morgan Wealth Management, bringing over two decades of experience in the financial services industry. He has a strong background in private wealth management, having previously held senior positions at UBS and Morgan Stanley. Rick's entrepreneurial spirit is evident from his role as the Founder & CEO of Optionwealth. He is dedicated to providing tailored investment strategies and financial advice to high-net-worth individuals and families. With a robust academic foundation from prestigious institutions like The Wharton School and the University of Chicago Booth School of Business, Rick combines academic rigor with practical experience. His leadership in wealth management is complemented by his commitment to ongoing professional development, as evidenced by his certifications in investment management. Outside of work, Rick is likely to be engaged in community initiatives, reflecting his belief in giving back to society. He is well-regarded for his strategic insights and ability to navigate complex financial landscapes.
Rick Schultz
Work Experience
Managing Director at
J.P. Morgan
September 2019 - Present
Private Wealth Advisor at
UBS Group AG
August 2011 - September 2019
Senior VP at
Morgan Stanley
June 2001 - August 2011
Founder & CEO at
Optionwealth
June 1998 - June 2001
Rick Schultz
Education
University of Chicago Booth School of Business, Cpwa
January 2009 - January 2009
Wharton School, Cima
January 2007 - January 2007
January 1985 - January 1989
Paramus Catholic
Frequently Asked Questions about Rick Schultz
What is Rick Schultz email address?
Rick Schultz's primary email address is ************@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Rick Schultz work for?
Rick Schultz is a Managing Director at J.P. Morgan, a company specializing in Monetary Authorities-Central Bank.
Where Rick Schultz graduated from?
Rick Schultz holds a degree in With Imca - Investment Mgmt Consultant Association from University of Chicago Booth School of Business.
How can I directly contact Rick Schultz?
To contact Rick Schultz directly, you can use the email address ************@jpmorgan.com. Complete contact information is available upon registration with Muraena.
Who is Rick Schultz?
Rick Schultz is a seasoned Managing Director and Wealth Advisor at J.P. Morgan Wealth Management, bringing over two decades of experience in the financial services industry. He has a strong background in private wealth management, having previously held senior positions at UBS and Morgan Stanley. Rick's entrepreneurial spirit is evident from his role as the Founder & CEO of Optionwealth. He is dedicated to providing tailored investment strategies and financial advice to high-net-worth individuals and families. With a robust academic foundation from prestigious institutions like The Wharton School and the University of Chicago Booth School of Business, Rick combines academic rigor with practical experience. His leadership in wealth management is complemented by his commitment to ongoing professional development, as evidenced by his certifications in investment management. Outside of work, Rick is likely to be engaged in community initiatives, reflecting his belief in giving back to society. He is well-regarded for his strategic insights and ability to navigate complex financial landscapes.
Rick`s contact details
************@jpmorgan.com
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