Jonathan Gulman

Q: What is Jonathan Gulman email address?

Email Jonathan Gulman at jgulman@regentatlantic.com. This email is the most updated Jonathan Gulman's email found in 2026.

Q: How to contact Jonathan Gulman?

To contact Jonathan Gulman send an email to jgulman@regentatlantic.com. (updated on January 08, 2025)

Wealth Advisor at Corient | New York, New York, United States

About Jonathan Gulman

Jonathan Gulman, as a seasoned Wealth Advisor at Corient, plays a pivotal role in delivering comprehensive wealth management solutions tailored to high net worth individuals and ultra-high net worth clients. His current responsibilities encompass a broad spectrum of financial services, including sophisticated financial planning, investment management, trust and estate planning, and tax coordination. Leveraging Corient’s extensive resources and fiduciary standards, Jonathan ensures that each client’s unique financial goals are met through personalized strategies that optimize wealth preservation and growth.

In his role, Jonathan actively collaborates with clients to develop integrated financial plans that align with their long-term objectives, whether it involves estate structuring, tax-efficient investment strategies, or legacy planning. His expertise in investment advisory allows him to craft diversified portfolios that balance risk and return, utilizing industry best practices and cutting-edge financial analysis tools. Additionally, Jonathan’s proficiency in estate planning and trust management ensures that clients’ assets are protected and transferred according to their wishes, while minimizing tax liabilities.

Beyond individual client engagements, Jonathan contributes to Corient’s broader mission of delivering fiduciary excellence and innovative wealth management solutions. His deep understanding of the complexities faced by high net worth individuals enables him to provide strategic insights that enhance client outcomes. As part of Corient’s dedicated team of wealth advisors, Jonathan remains committed to maintaining the firm’s reputation as one of the largest and most trusted RIAs in the United States, continually advancing his expertise in financial planning, investment advisory, and estate strategies to serve his clients’ evolving needs effectively.

Jonathan Gulman Work