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David Shulman
Principal at Guarded Partners
Professional Background
David Shulman is a seasoned professional in the financial services sector, recognized for his significant contributions and leadership throughout his impressive career. As an experienced Managing Partner, he boasts a rich history of engaging in various aspects of financial services, focusing on asset management, securities, and equity markets. His keen insights into business development, coupled with expertise in Customer Relationship Management (CRM) and advanced financial strategies, have positioned him as a prominent figure in the industry.
Shulman's career has been marked by pivotal roles at leading financial institutions such as UBS Investment Bank and Guarded Partners LLC. His ability to navigate complex financial landscapes and to foster relationships with clients has greatly enhanced his reputation as a trusted advisor in the financial community.
Education and Achievements
David Shulman's academic foundation is grounded in a Bachelor of Science in Economics from The Wharton School, one of the world’s foremost institutions for business education. This robust educational background has empowered him with the analytical and strategic thinking skills necessary to excel in a competitive field.
In addition to his academic credentials, David has helmed several organizations, showcasing his entrepreneurial spirit and leadership capabilities. He is the CEO and Founder of Veris Benchmarks, a firm dedicated to providing financial benchmarks that assist investors in making informed decisions. His innovative approach at Veris reflects his understanding of market dynamics and the needs of investors today.
Career Highlights
David Shulman's career is characterized by significant achievements in various high-profile roles. Notably, he served as the Fixed Income Head of the Americas at UBS Investment Bank, where he demonstrated exceptional leadership and strategic vision. As Managing Director and Global Head of Fixed Income Distribution at the same firm, he played a critical role in developing and executing strategies that enabled UBS to strengthen its position in the global fixed income market.
Before his tenure at UBS, David also made noteworthy contributions as Managing Director for Corporate Bond Sales and Head of Fixed Income at Rodman & Renshaw. His deep understanding of fixed-income products and markets was further honed during his time as Vice President in Municipal Bonds and Taxable Fixed Income at Salomon Brothers.
Throughout his career, Shulman has participated in various organizations and industry groups, where he has shared his insights and expertise, contributing to the development of best practices in the financial services industry. His collaborative approach and vision have earned him respect among peers and clients alike.
In summary, David Shulman's extensive background in the financial services industry, combined with his significant educational achievements and innovative leadership in multiple companies and roles, establishes him as a highly regarded expert in asset management, securities, and financial strategy. His dedication to developing strong client relationships and fostering a robust business environment continues to define his career trajectory and contribute to the financial sector as a whole.