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Steve Schuler
Steve Schuler
Managing Director and Senior Wealth Advisor | The Colony Group
Towson, Maryland, United States
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.
Steve Schuler
Work Experience
Managing Director and Senior Wealth Advisor at
The Colony Group
January 2019 - Present
Chief Investment Officer and Principal at
The Colony Group
January 2014 - Present
President at
Cerity Partners
October 1999 - December 2013
Director at
Deutsche Bank
January 1988 - January 1999
Principal, Private Client Group at
Alex Brown & Sons, L.L.C.
January 1988 - January 1999
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
********@thecolonygroup.com
********@mdcapital.com
*******@bridgewaterwealth.com
Colleagues
Managing Director
Vice Chairman at The Colony Group
Senior VP, Business Management
Vice President - Senior Financial Counselor
Managing Director
Chief Investment Officer, Institutional Advisory Practice
Vice President, Information Technology
Chief Investment Officer - Family Office Practice
Managing Director, Business Integrations & Technology Strategy
Chief Operating Officer and Legal Counsel