Judah Schulman

Judah Schulman is the Director, Product Specialist at CAIS. Judah has previous experience working in wealth management, both as an intern and in their current role. Judah has also interned in urology and as a physician. In their current role, they are responsible for maintaining and updating client brokerage account profiles, producing customized performance reports, and helping clients capitalize on balances owed as a result of legal actions involving their security holdings.

Judah Schulman has a Bachelor of Science in Psychology from Yeshiva University, a Financial Modeling and Valuation certification from Adkins, Matchett and Toy, and a High School Diploma from The Frisch School. Judah is also a CAIA Charterholder and a Charted Alternative Investment Analyst. Judah has Series 63 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA).

Judah Schulman reports to Brad Walker, Chief Client & Product Development Officer. They are on a team with Colin Lucas - Director, Product Specialist, Tim Donaldson - Director, Product Specialist.