Matthew Schulman











Matthew is our Tax Planning Associate. He supports our team with tax planning and preparation support, focusing on tax savings opportunities available to our clients. Matthew also works closely with our portfolio managers to handle donor advised fund gifting, qualified charitable distributions and Roth IRA conversions. 

Matthew graduated from from North Carolina State University in 2023 with a Bachelors degree in Accounting with a focus in financial analysis. He grew up in Kansas before moving to Charlotte, NC in 2016. Matthew enjoys exercising, playing sports, attending concerts/sporting events, and going out with friends. He is a big fan of college football and basketball, as well as the NFL.