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Julian Schubach

Vice President, Wealth Management

Julian serves a broad range of private clients including trailblazers in the performing arts, technology, and digital fields - offering comprehensive financial planning and wealth management. Additionally, we are entrusted by numerous private, non-profit, and philanthropic organizations to provide financial consulting services.

Julian has twice been named a ‘Top-100 Financial Advisor’ by Investopedia, honored as one of the top financial advisors under 40 by American Bankers Association, and was a contributing writer for New York Foundation for the Arts book, ‘The Profitable Artist 2.0’. Julian has been featured in Forbes, Barron's, US News & World Report, Investopedia, Business Insider and more.

Julian and his wife, Lisa, believe strongly in the importance of philanthropy. They are loyal supporters of many charitable organizations including MusiCares, GLAAD, Human Rights Watch, Janie’s Fund and Little St. Nick Foundation.

Watch our introductory video where Julian discusses why a creative professional should hire a financial expert who specializes in working with creatives!

Follow Julian on Instagram at instagram.com/julianschubach and Twitter at twitter.com/Julian_Schubach

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