Michael Schulman Overview
- Firm
- Running Point Ca...
- Primary Position
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Partner & Chief...
- Primary Industry
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Information Technology
- Med. Deal Size
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- Med. Valuation
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Michael Schulman General Information
Biography
Mr. Michael Ashley Schulman serves as Partner & Chief Investment Officer at Running Point Capital Advisors. He served as Managing Director, Partner, Senior Portfolio Manager & Consultant at Hollencrest Capital Management. He served as a Board Member at Veracity Industrial Networks. He is a Registered Representative with the Financial Industry Regulatory Authority ("FINRA"), having attained multiple Series Designations administered by that organization. He has broad experience in top-down and bottom-up analysis from both the fundamental and quantitative perspectives across a wide variety of financial instruments. He has consulted for the World Federation of Exchanges, the Colombian Financial Exchange, and several high-tech firms, and has presented at forums in Orange County, Malaysia, Argentina, and Spain. He began his professional career in 1991, at Pacific Income Advisors in Santa Monica, California, where he was promoted to the position of Portfolio Manager and managed fixed income and equities for companies, managed accounts, union pension funds, group trusts, and high net worth clients. While at Pacific Income Advisors, he developed a real-time quantitative analysis system that allowed the firm to create new stock strategies and grow assets under management. Directly prior to joining Hollencrest in 2005, he spent over three years at Deutsche Bank as Vice President, and CDO/Quantitative Analysis Specialist. Within the community, he has served as President of the CFA Society of Orange County and remains active within the Society. In addition, he serves on the Advisory Board of the UC Irvine, Paul Merage School of Business, Center for Investment and Wealth Management. He has an MBA from MIT Sloan, a CFA designation, and a BA in Economics from UC Berkeley.
Contact Information
Address
- 101 North Pacific Coast Highway
- Suite 305
- El Segundo, CA 90245
- United States
Michael Schulman Positions (1)
Firm name | Firm type | Title | Location | Industry | Since |
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Running Point Capital Advisors | Limited Partner | Partner & Chief Investment Officer | El Segundo, CA | Investment Advisor |
Michael Schulman Lead Partner on Deals (2)
Michael Schulman has been the lead partner on 2 deals. Their latest deal was with Veracity Industrial Networks, a network management software company. The deal was made for on 01-Jul-2018.
Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
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Veracity Industrial Networks | 01-Jul-2018 | Seed Round | Completed | Network Management Software | Ann Arbor, MI | |
Veracity Industrial Networks | 04-Oct-2017 | Completed | Network Management Software | Ann Arbor, MI |
Michael Schulman Network (22)
Board Members (11)
Name | Company | Representing | Location | From |
---|---|---|---|---|
Joseph Nestegard | Veracity Industrial Networks | Schweitzer Engineering Laboratories | Ann Arbor, MI | |
Jack Woelber | Veracity Industrial Networks | Self | Ann Arbor, MI | |
Veracity Industrial Networks | Option 3 Ventures | Ann Arbor, MI | ||
Veracity Industrial Networks | Frost Data Capital | Ann Arbor, MI | ||
Veracity Industrial Networks | Veracity Industrial Networks | Ann Arbor, MI |
Portfolio Executives (11)
Name | Company | Role | Deal date | Location |
---|---|---|---|---|
Earl Shockley | Veracity Industrial Networks | Advisor | 01-Jul-2018 | Ann Arbor, MI |
Jim Crowley | Veracity Industrial Networks | Chief Executive Officer | 01-Jul-2018 | Ann Arbor, MI |
Veracity Industrial Networks | Advisor | 01-Jul-2018 | Ann Arbor, MI | |
Veracity Industrial Networks | Chief Technology Officer & Co-Founder | 01-Jul-2018 | Ann Arbor, MI | |
Veracity Industrial Networks | Executive Vice President of Revenue Generation | 01-Jul-2018 | Ann Arbor, MI |
Michael Schulman FAQs
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Who is Michael Schulman?
Mr. Michael Ashley Schulman serves as Partner & Chief Investment Officer at Running Point Capital Advisors.
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How much does Michael Schulman typically invest?
Michael Schulman's median deal size is
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What is Michael Schulman’s main position?
Michael Schulman’s primary position is Partner & Chief Investment Officer.
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What are the contact details for Michael Schulman?
Michael Schulman’s email address is mi
and his phone number is +1 (424) .
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