Profile
Mr. Lawrence Ullman is a Chief Executive Officer & Chief Investment Officer at Ullman Wealth Management, Inc. He is also the founder of the firm, he sets the vision for our firm in the service of our clients.
An accomplished strategist and investor, Lawrence drives the development of our capital management strategies.
Prior to establishing our firm, Mr. Ullman led his team for nine years with RBC Dominion Securities, where he was consistently recognized in the elite Chairman’s Council.
In 2001, he was named the firm’s top producer, the youngest person ever to achieve that honour.
He retained that honour until his departure to a national boutique, where he was a highly successful portfolio manager for more than 11 years.
He is a graduate of McGill University, where he earned both his Bachelor of Science and MBA degrees.
Lawrence Ullman active positions
| Companies | Position | Start |
|---|---|---|
Ullman Wealth Management, Inc.
 Ullman Wealth Management, Inc. Investment ManagersFinance Ullman Wealth Management, Inc. (UWM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded by Lawrence Ullman. UWM provides strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world. | Chief Executive Officer | 01/07/2017 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 1 |
|---|---|
Ullman Wealth Management, Inc.
Ullman Wealth Management, Inc. Investment ManagersFinance Ullman Wealth Management, Inc. (UWM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded by Lawrence Ullman. UWM provides strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world. | Finance |
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