Jennifer Schulman
Chief Operating Officer at Solis Capital Partners LLC
Profile
Jennifer Schulman joined Solis as the Operations Manager in 2020 responsible for working with Solis investors and portfolio companies, along with overseeing Solis’ internal operations and marketing.
Jennifer brings more than 25 years of experience in the financial services industry, most recently with BNY Mellon Wealth Management where she spent over 12 years providing strategy and planning to high net worth families.
Jennifer earned her Bachelor of Arts degree in International Business from San Diego State University.
She’s a long-time resident of Newport Beach along with her husband and their two daughters.
Jennifer Schulman active positions
| Companies | Position | Start |
|---|---|---|
Solis Capital Partners LLC
 Solis Capital Partners LLC Investment ManagersFinance Solis Capital Partners LLC (Solis Capital Partners) is a private equity firm founded in 2002 by Daniel Lubeck. The firm is headquartered in Newport Beach, California. | Chief Operating Officer | 31/07/2020 |
Former positions of Jennifer Schulman
| Companies | Position | End |
|---|---|---|
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Director/Board Member | 30/08/2020 |
BNY Mellon Wealth Management (Canada)
 BNY Mellon Wealth Management (Canada) Investment ManagersFinance Part of Guardian Capital Group Ltd., BNY Mellon Wealth Management (Canada) provides wealth management advisory services. The company is based in Toronto, Canada. BNY Mellon Wealth Management (Canada was acquired by Guardian Capital Group Ltd. from The Bank of New York Mellon Corp. on March 01, 2021. The CEO of the Canadian company is Catherine Ann M. Keating. | Director/Board Member | 30/07/2018 |
Training of Jennifer Schulman
| San Diego State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Solis Capital Partners LLC
Solis Capital Partners LLC Investment ManagersFinance Solis Capital Partners LLC (Solis Capital Partners) is a private equity firm founded in 2002 by Daniel Lubeck. The firm is headquartered in Newport Beach, California. | Finance |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
BNY Mellon Wealth Management (Canada)
BNY Mellon Wealth Management (Canada) Investment ManagersFinance Part of Guardian Capital Group Ltd., BNY Mellon Wealth Management (Canada) provides wealth management advisory services. The company is based in Toronto, Canada. BNY Mellon Wealth Management (Canada was acquired by Guardian Capital Group Ltd. from The Bank of New York Mellon Corp. on March 01, 2021. The CEO of the Canadian company is Catherine Ann M. Keating. | Finance |
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