Steve Schuler
About Steve Schuler
Steve Schuler serves as the Managing Director and Senior Wealth Advisor at The Colony Group, where he specializes in comprehensive financial planning for high-net-worth individuals and families. He has extensive experience in the financial sector, having held senior positions at Deutsche Bank, Maryland Capital Management, and Bridgewater Wealth & Financial Management.
Current Role at The Colony Group
Steve Schuler serves as the Managing Director and Senior Wealth Advisor at The Colony Group, a position he has held since 2019. Based in Bethesda, MD, he focuses on delivering comprehensive financial advisory services. His work involves advising high-net-worth individuals and families, ensuring they receive tailored financial planning that encompasses various aspects such as tax and estate planning, retirement planning, charitable giving, and risk management.
Previous Experience at Deutsche Bank
Before joining The Colony Group, Steve Schuler worked at Deutsche Bank as a Director from 1988 to 1999. During his eleven years at the bank, he gained significant experience in financial services, contributing to his expertise in wealth management and advisory roles.
Leadership at Maryland Capital Management
Steve Schuler held the position of President at Maryland Capital Management from 1999 to 2013. His fourteen years in this leadership role allowed him to further develop his skills in managing financial portfolios and advising clients on investment strategies.
Education and Academic Background
Steve Schuler studied at St. Paul's School and later attended Hobart and William Smith Colleges from 1979 to 1982. His educational background has provided a foundation for his career in financial services, equipping him with the knowledge necessary for advising clients effectively.
Expertise in Financial Advisory Services
Steve Schuler possesses extensive expertise in advising high-net-worth individuals and families. His areas of focus include comprehensive financial planning, tax and estate planning, retirement planning, charitable giving, and risk management. He works with a diverse clientele, including corporate executives, athletes, professionals, and retirees, offering financial counsel that goes beyond traditional investment management.