TORONTO, July 17, 2017 /CNW/ - Lawrence Ullman, a proven and accomplished investment strategist, is pleased to announce the launch of a new and independent private capital manager, Ullman Wealth Management Inc. ("UWM").
UWM represents a fresh approach to private capital management services in Canada. UWM was created as a direct response to growing demand from high net worth individuals, charities, foundations, corporations and family offices for an active and tailored approach to wealth management. UWM combines proven wealth management experience and expertise with an open architecture freed of the constraints and potential conflicts of interest often associated with traditional investment management firms.
Lawrence Ullman and his team most recently managed client portfolios with approximately $600 million in assets under management and $800 million in assets under advisement.
"We are very pleased to offer a unique and fresh approach to meeting the needs of high net worth individuals and institutions. Our clients prioritize wealth preservation and the minimization of volatility, regardless of market conditions. Our open architecture platform allows us to develop an overall portfolio strategy based on the client's objectives and then execute on that strategy," said Lawrence Ullman, CEO of UWM.
"Sophisticated investors have resoundingly rejected traditional approaches to wealth management that are either too limited in scope or restrict investors' ability to diversify outside of in-house investment offerings. Periods of distress in the capital markets have also exposed the heavy correlation between certain asset classes and geographies, which can magnify volatility within portfolios. UWM is fully independent and free of conflicts, and we can access a variety of carefully vetted third-party investment alternatives to ensure the long-term preservation of client capital," continued Mr. Ullman.
UWM is led by CEO Lawrence Ullman, a registered portfolio manager and 20-year veteran of firms such as RBC Dominion Securities and Richardson GMP Limited. Mr. Ullman is joined by Craig McGee, CFA, portfolio manager; and associates Jonathan Tang, Fernando Moleirinho, Erina Khalique and Elise Robinson.
Key Executive Biographies:
Lawrence Ullman, Chief Executive Officer
Lawrence Ullman is the founder of Ullman Wealth Management, an independent provider of strategic private capital management services to high net worth individuals, corporations, endowments, charities and foundations throughout the world.
Lawrence is a proven and accomplished strategist and investor. Prior to establishing his company, he led his team for 9 years with RBC Dominion Securities in Toronto, where he was consistently recognized for his performance within the elite Chairman's Council. In 2001, Lawrence was named the firm's top producer, the youngest person to ever achieve that honour. He retained that ranking until his departure to Richardson GMP Limited, where he was a successful Portfolio Manager for more than 11 years.
An active member of his community, Lawrence has served on the boards of several local and national charities, including Weizmann Canada – one of the world's leading multidisciplinary scientific research institutions – and the Arthritis Society where he was also co-founder and co-chair of the All In For Arthritis gala event, which to date has raised more than $4 million for arthritis research and development. Lawrence was a founding member of the New Group at the Art Gallery of Ontario. He is also a member of the Investment Committee of the Mount Sinai Hospital Foundation.
Lawrence is fluently bilingual and is a graduate of McGill University, where he earned both his Bachelor of Science and MBA degrees.
Craig McGee, Portfolio Manager
Craig McGee is a Portfolio Manager with Ullman Wealth Management, responsible for portfolio construction, security research and investment model development.
Prior to joining Ullman Wealth Management, Craig worked for one of Canada's leading independent equity research firms, implementing and researching factor-based investing strategies and providing investment consulting services for institutional and retail money managers. He advised many of the largest institutions in the country, and has seen factor investing transform the way they manage assets – helping to build more robust, better diversified portfolios with the potential for seeking outperformance and reducing risk.
Craig is a Chartered Financial Analyst (CFA) charter holder and received a Bachelor of Business Administration degree and a Bachelor of Science degree from Wilfrid Laurier University.
About Ullman Wealth Management, Inc.
Ullman Wealth Management Inc. ("UWM") is committed to providing strategic private capital management services to high net worth individuals, corporations, endowments, charities and foundations throughout the world. With a collective sixty years of experience, our clients benefit from disciplined independent thinking. We don't answer to anyone, except our clients.
UWM is a registered portfolio manager in the provinces of Ontario, British Columbia, Quebec and Alberta.
SOURCE Ullman Wealth Management, Inc.
For further information: Client Contact: Ullman Wealth Management, 135 Yorkville Avenue, Suite 405, Toronto, Ontario M5R 1C4; Lawrence Ullman, O. (416) 927-0000, [email protected], www.ullmanwealth.com; Members of the Media: Riyaz Lalani, Bayfield Strategy, Inc., (416) 907-9365, [email protected]