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Rick Schultz

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Rick Schultz

Managing Director | J.P. Morgan

Potomac, Maryland, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Rick Schultz

Work Experience

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Managing Director at

J.P. Morgan

September 2019 - Present

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Private Wealth Advisor at

UBS Group AG

August 2011 - September 2019

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Senior VP at

Morgan Stanley

June 2001 - August 2011

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Founder & CEO at

Optionwealth

June 1998 - June 2001

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Rick Schultz

Education

University of Chicago Booth School of Business, Cpwa

January 2009 - January 2009

Wharton School, Cima

January 2007 - January 2007

Penn State University, Ms

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

mail

************@jpmorgan.com

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