James Schukal, CFA’s Email & Phone

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James Schukal, CFA

Senior Vice President @ The Northern Trust Company

James Schukal, CFA Contact Details

Greater New York City Area
Senior Vice President @ The Northern Trust Company
Global Portfolio Management Group @ AllianceBernstein
Senior Associate, Private Client Group @ Bernstein Global Wealth Management
BA, English, Business Minor @ University at Albany, SUNY

Specialties: Chartered Financial Analyst NYSSA Member High Net Worth Management

Senior Vice President @ Wealth Management Group Relationship Manager focused on Investment Management, Estate, Tax and Financial Planning for Ultra High Net Worth Families From January 2007 to Present (9 years) Greater New York City AreaGlobal Portfolio Management Group @ Managed approximately $7 Billion of account assets across 

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