Daniel Shulman
Client Strategist at BNY Wealth | New York City Metropolitan Area
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Daniel Shulman, CAP® serves as a Client Strategist at BNY Mellon Wealth Management, where he leverages his extensive expertise in estate planning, philanthropy, and private wealth management to deliver tailored solutions for ultra-high-net-worth multigenerational families, business owners, and institutional endowments and foundations. With a rich history in the wealth management sector, Daniel is adept at navigating the complexities of financial planning and investment management, ensuring that his clients' unique needs are met with precision and care.
In his current role, Daniel is instrumental in developing comprehensive wealth strategies that encompass not only investment management but also philanthropic endeavors and estate planning. He collaborates closely with clients to understand their long-term goals, helping them to create impactful charitable giving programs and optimize their financial legacies. His deep understanding of the intricacies involved in managing endowments and foundations allows him to provide invaluable insights that drive sustainable growth and effective governance.
Key projects under Daniel's leadership include the enhancement of BNY Mellon’s philanthropic advisory services, where he has successfully guided numerous clients in aligning their charitable objectives with their financial strategies. His commitment to leadership development and program management has also contributed to the firm’s reputation as a trusted partner for non-profits and foundations seeking to maximize their impact. With a focus on building lasting relationships and delivering exceptional client service, Daniel Shulman continues to be a pivotal figure in the wealth management landscape, helping clients navigate their financial journeys with confidence and clarity.
Client Strategist at BNY Wealth in January 2020 to Present
Principal, Client Strategist at BNY Wealth in January 2023 to Present
Senior Vice President, Client Strategist at BNY Wealth in July 2023 to Present
Vice President at U.S. Trust in October 2017 to January 2020
Private Client Associate at Bernstein Global Wealth Management in June 2014 to September 2017
Planned Giving Officer at Jewish Federation of Broward County in July 2013 to June 2014
Program Director at Vanderbilt University Hillel in June 2010 to July 2011
Jewish Student Life Coordinator at Vanderbilt University Hillel in August 2008 to June 2010
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The American College of Financial Services, September 2026
The Heller School for Social Policy and Management at Brandeis University, MBA/MA, September 2026
Queens College, BA, September 2026
Nassau County EMS Academy, EMT-B, September 2026
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Business Development
Family Wealth Management
Private Banking
Philanthropy
Endowments and Foundations
Investment Management
Estate Planning
Private Wealth Management
Leadership
Program Development
Fundraising
Asset Allocation
Wealth Management
Non-profits
Community Outreach
Planned Giving
Grants
Event Planning
Program Management
Board Relations
Leadership Development
Annual Giving
Program Evaluation
Event Management
Volunteer Management
Nonprofits
Grant Writing
Public Speaking
Organizational Leadership
Social Networking
Competency Based Interviewing
Social Media
Research
Strategic Planning
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Discover more about BNY WealthWhat is Daniel Shulman Cap(r) email address?
Email Daniel Shulman Cap(r) at [email protected] and [email protected]. This email is the most updated Daniel Shulman Cap(r)'s email found in 2026.
What is Daniel Shulman Cap(r) phone number?
Daniel Shulman Cap(r) phone number is 6157125103.
How to contact Daniel Shulman Cap(r)?
To contact Daniel Shulman Cap(r) send an email to [email protected] or [email protected]. If you want to call Daniel Shulman Cap(r) try calling on 6157125103. (updated on September 04, 2024)
What company does Daniel Shulman work for?
Daniel Shulman works for BNY Wealth
What is Daniel Shulman's role at BNY Wealth?
Daniel Shulman is Client Strategist
What industry does Daniel Shulman work in?
Daniel Shulman works in the Financial Services industry.
Daniel Shulman Email Addresses
Daniel Shulman Phone Numbers
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