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Steve Schuler

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Steve Schuler

Managing Director and Senior Wealth Advisor | The Colony Group

Towson, Maryland, United States

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Steve Schuler

Summary

Steve Schuler is a seasoned financial professional with over three decades of experience in wealth management and investment advisory services. Currently serving as the Managing Director and Senior Wealth Advisor at The Colony Group, he specializes in alternative investments, asset management, and portfolio management for high-net-worth clients. His career includes significant roles such as Chief Investment Officer at Bridgewater Wealth and Financial Management and President of Maryland Capital Management. Steve's deep understanding of financial planning encompasses tax and estate planning, retirement strategies, and risk management, making him a trusted advisor for corporate executives and retirees alike. He is known for his strategic insights and personalized approach to wealth management, which sets him apart in the competitive financial landscape. Steve's long tenure in the industry reflects his commitment to excellence and client satisfaction.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Steve Schuler

Work Experience

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Managing Director and Senior Wealth Advisor at

The Colony Group

January 2019 - Present

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Chief Investment Officer and Principal at

The Colony Group

January 2014 - Present

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President at

Cerity Partners

October 1999 - December 2013

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Director at

Deutsche Bank

January 1988 - January 1999

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Principal, Private Client Group at

Alex Brown & Sons, L.L.C.

January 1988 - January 1999

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Steve Schuler

Education

Hobart College

January 1979 - January 1982

St. Paul's School

January 1970 - January 1978

Frequently Asked Questions about Steve Schuler

What is Steve Schuler email address?

Steve Schuler's primary email address is ********@thecolonygroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steve Schuler work for?

Steve Schuler is a Managing Director and Senior Wealth Advisor at The Colony Group, a company specializing in Functions related to depository banking.

Where Steve Schuler graduated from?

Steve Schuler holds a degree in from Hobart College.

How can I directly contact Steve Schuler?

To contact Steve Schuler directly, you can use the email address ********@thecolonygroup.com. Complete contact information is available upon registration with Muraena.

Who is Steve Schuler?

Steve Schuler is a seasoned financial professional with over three decades of experience in wealth management and investment advisory services. Currently serving as the Managing Director and Senior Wealth Advisor at The Colony Group, he specializes in alternative investments, asset management, and portfolio management for high-net-worth clients. His career includes significant roles such as Chief Investment Officer at Bridgewater Wealth and Financial Management and President of Maryland Capital Management. Steve's deep understanding of financial planning encompasses tax and estate planning, retirement strategies, and risk management, making him a trusted advisor for corporate executives and retirees alike. He is known for his strategic insights and personalized approach to wealth management, which sets him apart in the competitive financial landscape. Steve's long tenure in the industry reflects his commitment to excellence and client satisfaction.

Steve`s contact details

mail

********@thecolonygroup.com

********@mdcapital.com

*******@bridgewaterwealth.com

Colleagues

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Pam Malek

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Paul Glass

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Aaron Bock

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Pierson Friend

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Evan Cohen

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Frank Brochin

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Garry Taylor

Managing Director, Business Integrations & Technology Strategy

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Gina Bradley

Chief Operating Officer and Legal Counsel

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