Jonathan Gulman

Vice President & Wealth Advisor at Hillview Capital Advisors Llc

Jonathan Gulman's Professional Contact Details

Email (Verified)
****@hillviewcap.com
HQ
(212) 661-9750
Location
New York, New York, US
Company
Hillview Capital Advisors Llc
Person Seniority
vp

Jonathan Gulman's Current Company Details

Hillview Capital Advisors serves as an independent investment advisor to individuals, foundations, endowments, pension plans, and other entities with substantial financial resources. As a steward of t...
Hillview Capital Advisors serves as an independent investment advisor to individuals, foundations, endowments, pension plans, and other entities with substantial financial resources. As a steward of these clients' assets, the firm offers a unique set of skills and resources designed to preserve and enhance its clients' wealth. Hillview provides each of its clients with the full range of capabilities of a dedicated family office and the benefits of scale associated with joining one of the largest independent wealth management firms. Objectivity is at the heart of Client-Centered Wealth Management and is the centerpiece of Hillview Capital's approach to advising its clients. The firm has constructed its business and services around being an independent, trusted advisor by guiding its clients through each stage of the investment process, from the initial planning through final implementation. The company's sole source of revenue is advisory fees received directly from its clients for its services. It takes strict measures to assure it has no financial interest in any aspect of an investment or strategy it recommends or implements. As such, clients of the firm can rest assured that recommendations are based solely on their merit and their appropriateness within the client's overall strategy.
Founded Year
1999
Organization Website
hillviewcap.com
Organization Languages
English
Organization Revenue
3000
Current Technologies
outlook
nginx
google analytics
wordpress org
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google maps
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mobile friendly

Job Functions

Operations
Consulting
Education
investment strategy manager due diligence
financial planning
investment strategy amp manager due diligence
asset allocation
investment management
finance

Jonathan Gulman's Work History and Education

Hillview Capital Advisors, LLC
Vice President & Wealth Advisor
2015 - Present

Colleagues at Hillview Capital Advisors Llc

Chief Operating Officer
Executive Assistant to the CEO
Director of Client Portfolio Operations

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