Stuart Schulman, born in 1945, earned his M.A. and Ph.D. from The Graduate Faculty of The New School, with an emphasis on statistical analysis and perception, studied market dynamics and market perception, and began his career in investment management with Merrill Lynch in 1977.  Stuart became a partner of Oppenheimer & Co. in 1993.  When the sale of Oppenheimer to CIBC was consummated, Mr. Schulman began IAVG as a disciplined team of investment and planning professionals with a commitment to rigorous asset valuation and risk management.  IAVG has evolved from a group of professionals to a group of companies managed by competent C.E.O.’s in the investment, banking, and business community.

Aaron Schulman, born in 1973, earned his M.S. in mathematics at F.A.U. and is a NYSE and FINRA registered analyst who has written innovative statistical programs to predict earnings and market performance of securities.  After a successful career in securities analysis, Aaron joined specializing in solutions for wealthy clients in creating risk-controlled programs to increase income and assets left to heirs.