U.S. Wealth Management (USWM) has hired Matthew Schulman as new director of business development.
Based in Braintree, Schulman will report to John Napolitano, CEO of U.S. Wealth Management.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
In his new role, Schulman will oversee strategy and execution for the recruitment of independent financial advisory practices to the U.S. Wealth Management platform.
In addition, he will also focus on adding fee-based independent financial advisory practices, with approximately US$50 to US$100 million in AUM to USWM. He will also lead advisors on their professional development and growth, including business succession and operating efficiencies.
Prior to joining USWM, Schulman held several branch development and sales management roles at Prudential Securities, and has led branch offices for Paine Webber/UBS in Columbus, Ohio, Boston and Worcester.
Before to this, Schulman has headed the Central region for the Investment Group at Citizens Bank in Massachusetts.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
