Professionalism, expertise and personalized attention are the cornerstones of Schulman Lobel successful client relationships. Our partners and principals have well-rounded management experience and have played an integral role in ensuring the financial health of major companies. They are entrepreneurial and include former CEOs and CFOs of private and public companies. At Schulman Lobel, every client account is serviced by one of our partners, each of whom has the diverse insight and knowledge to meet client needs and solve client challenges.  We listen to your concerns and learn about your financial situation and objectives, so we can integrate business and individual solutions into a comprehensive plan for a successful financial future.