Steve Schuler

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Steve Schuler

Steve Schuler

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Overview
Career Highlights

Bridgewater Wealth & Financial Management
Maryland Capital Management LLC

RelSci Relationships

891

Number of Boards

4

Birthday

1960

Age

59

Contact Data
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Relationships
RelSci Relationships are individuals Steve Schuler likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Marketing Officer at The Colony Group LLC

Relationship likelihood: Strong

Principal, Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Director of Human Capital at The Colony Group LLC

Relationship likelihood: Strong

Director of Private Strategies at The Colony Group LLC

Relationship likelihood: Strong

Chairman & Chief Executive Officer at The Colony Group LLC

Relationship likelihood: Strong

Senior Research Analyst at The Colony Group LLC

Relationship likelihood: Strong

President, Vice Chairman & Chief Culture Officer at The Colony Group LLC

Relationship likelihood: Strong

Senior Tax Advisor at The Colony Group LLC

Relationship likelihood: Strong

Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Co-Founder at Boston Philanthropic Advisors Roundtable (BPART)

Relationship likelihood: Strong

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Steve Schuler
Managing Director & Senior Wealth Advisor at The Colony Group LLC
Education
Bachelor of Arts in Political Science

HOBART AND WILLIAM SMITH COLLEGES HAVE A MISSION OF PROVIDING A STUDENT-CENTERED RESIDENTIAL LEARNING ENVIRONMENT GROUNDED IN THE VALUES OF EQUITY AND SERVICE.

Graduate

The Securities Industry Institute® (SII) is the premier executive development program for financial industry professionals, hosted by SIFMA and Wharton.

Career History
Managing Director & Senior Wealth Advisor
Current

The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nation—delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services.

Chief Investment Officer & Partner
Prior - 2018

Bridgewater Wealth & Financial Management LLC, a subsidiary of Focus Financial Partners LLC, is an American company located in Bethesda, MD. The firm provides investment advice. It was founded in 1996 by Ronald Joseph Rubin.

President & Partner
1999 - 2013

Maryland Capital Management (MCM) designs investment solutions to meet specific client needs such as tax situation, income needs, time horizon and risk tolerance. They believe a combination of multiple investment strategies and varying management styles allows clients to achieve enhanced diversification and a desired blend of risk and return objectives. MCM offers clients access to equity, fixed income, alternative and balanced investment management strategies.MCM's equity strategies seek maximum long-term capital appreciation by focusing on high quality companies with identifiable and growing earnings streams. The firm employs a mix of quantitative screens with fundamental, bottom-up company analysis to identify quality, growth prospects. They offer Concentrated Growth Equity (Large-Cap) and Small-Cap Equity strategies.MCM's fixed income strategy seeks capital preservation and income generation and is designed to complement a client's tax status and income needs. Their fixed income portfolios are comprised of individual bonds. These portfolios are designed to protect principal and generate income and are invested primarily in investment grade fixed income securities with varying maturities.MCM offers alternative investment choices to enhance diversification and potential return. Their global tactical asset allocation and single country strategies both seek to capitalize on global market trends by dynamically providing optimal market exposure. Using investments in ETFs, these strategies rely on a systematic, unemotional ranking system to position them in attractive asset classes, sectors or geographical regions.

Boards & Committees
Chairman, Investment Committee
1999 - 2013

Maryland Capital Management (MCM) designs investment solutions to meet specific client needs such as tax situation, income needs, time horizon and risk tolerance. They believe a combination of multiple investment strategies and varying management styles allows clients to achieve enhanced diversification and a desired blend of risk and return objectives. MCM offers clients access to equity, fixed income, alternative and balanced investment management strategies.MCM's equity strategies seek maximum long-term capital appreciation by focusing on high quality companies with identifiable and growing earnings streams. The firm employs a mix of quantitative screens with fundamental, bottom-up company analysis to identify quality, growth prospects. They offer Concentrated Growth Equity (Large-Cap) and Small-Cap Equity strategies.MCM's fixed income strategy seeks capital preservation and income generation and is designed to complement a client's tax status and income needs. Their fixed income portfolios are comprised of individual bonds. These portfolios are designed to protect principal and generate income and are invested primarily in investment grade fixed income securities with varying maturities.MCM offers alternative investment choices to enhance diversification and potential return. Their global tactical asset allocation and single country strategies both seek to capitalize on global market trends by dynamically providing optimal market exposure. Using investments in ETFs, these strategies rely on a systematic, unemotional ranking system to position them in attractive asset classes, sectors or geographical regions.

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