Stuart A. Schiffman, MBA, ChFC®

Stuart A. Schiffman, MBA, ChFC®

Founder and Chief Executive Officer

Mr. Schiffman has been helping individuals invest for over forty years. He began his professional career managing stock and bond portfolios for high net worth families at Mitchell Hutchins Asset Management. Driven by a desire to be more directly involved in the capital markets, Mr. Schiffman gravitated to institutional sales and trading, first as corporate bond salesperson at Oppenheimer & Company and then as a bond trader at Dillon, Read & Company.

Mr. Schiffman’s experience in money management and sales and trading gave him a unique set of skills that he draws on to create portfolios that are tailored to the needs and risk tolerances of his clients. Mr. Schiffman believes that the better aligned each client is to their portfolios, the more likely they are to stay invested for the long term and enjoy the power of compounding.

Mr. Schiffman is a Chartered Financial Consultant®. He holds a Masters in Business Administration in Finance from New York University and a Bachelor of Arts in Economics from the University of Pennsylvania.