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Allison Gulman

Allison Gulman

Director
Private Client Group
New York, NY
As a Director in the Private Client Group, Allison works with client families to develop customized, strategic asset allocations and investment plans. She provides in-depth, personalized investment and wealth planning recommendations based on the unique objectives of each family member, integrating tax, trust & estate, and cash flow objectives.       
Allison values the opportunity to build genuine, trusting relationships with the families she serves and takes pride in helping them navigate complex and challenging financial decisions.      

Experience

  • 15+ years of experience in wealth management, specializing in servicing ultra-high-net-worth families
  • BBR Partners (New York City) – Vice President of Portfolio and Wealth Advisory. Provided investment and wealth management advice to multi-generational families
  • Deloitte & Touche (New York City) – Senior audit professional in the firm’s financial services industry group working with private real estate clients.

Education & Credentials

  • B.B.A. in Finance and Accounting, Stephen M. Ross School of Business at the University of Michigan

Beyond SCS

Allison is a founding member of the firm’s philanthropic committee, SCS Gives Back, and takes pride in helping to lead firmwide initiatives to support our local communities. Outside of the office, Allison enjoys spending time with her family, traveling to new places, and watching Michigan sports.

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