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Jared Schumann is a Director and Senior Investment Strategist with SVB’s Modern Family Office. He is responsible for advising founders, wealth creators, closely held business owners, and family offices on investment strategy, manager selection and portfolio management. His philosophy is holistic and integrates strategic wealth planning and tax considerations aimed to optimize client goals and objectives.

Mr. Schumann has over a decade of financial services experience predominately at large global financial institutions. Prior to joining SVB, he was an Executive Director and Senior Portfolio Strategist at UBS Global Wealth Management. He served as the lead architect for multi-asset class investment solutions for founders, wealth creators, family offices, ultra-high net worth clients and institutional investors. His responsibilities included designing strategic and tactical asset allocations and implementing those frameworks using traditional and alternative investments. He was consistently named Key Talent and was placed in multiple leadership positions.

Mr. Schumann started his career at Barclays Wealth & Investment Management where he specialized in portfolio construction and developing tools to help in that process.

He has an M.S. in Applied Financial Mathematics from the University of Connecticut and an undergraduate degree in Mathematics from Westfield State University.