Ryan Shuchman
Helping Busy Professionals & Business Owners Reach Work Optional Lifestyles
- Role
- Senior Partner at Cornerstone Financial Services, Llc
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
About Ryan Shuchman
Trusted financial advisor to professionals and business owners
Experience
Senior Partner
Cornerstone Financial Services, Llc
Sep 2018 — Present · Ann Arbor, MI, US
Investment professional and trusted advisor to families, individuals and businesses over 20+ year career. At Cornerstone Financial (CFS) our mission is to obtain a deep understanding of our client\'s needs that we solve with highly sophisticated financial planning, tailored portfolio & wealth management, unique solutions and an unbiased viewpoint- The CFS standard means always working with each client\'s best interests in mind, using highly experienced internal analysis delivered at uncompromising levels of service- Team of experts create customized, easy to understand road maps which guide clients to retirement or business success- Regular consultation to update and adjust your road map as needs change- Unique approach serving as your trusted \"CFO\" by integrating financial planning, wealth management, estate planning, insurance, tax, legal, debt management and real estate expertise from a single, seamless point of contact- Access for accredited clients to alternatives including unlisted REITS, private equity, private credit, limited partnerships, hedge funds, private placements, etc. For businesses, we additionally provide comprehensive 401k and benefits management, executive compensation strategies, insurance, succession planning, debt and equity financing management, transaction preparation, strategic advisory and is a native of Michigan and lives with his wife and two daughters in Ann Arbor. In his free time he enjoys biking, sailing, skiing, and Northern Michigan including Sleeping Bear Dunes and Camp Michigania.
Education
DePaul University
MBA
2005 — 2006
University of Michigan
BA
1997 — 2001
Skills
- Lbo
- Strategic Planning
- Packaging
- Capital Markets
- Series 7
- Accounting
- Business Valuation
- Business Development
- Investments
- M&a Experience
- Acquisitions
- Growth Strategies
- Business Strategy
- Due Diligence
- Leadership
- Mergers
- Competitive Analysis
- Valuation
- Plastics
- Series 63
- Management
- Equities
- Project Management
- Corporate Finance
- Business Analysis
- Strategy
- Investment Banking
- Private Equity
- Financial Analysis
- Mergers & Acquisitions
- Budgeting
- Forecasting
- Finance
- Financial Modeling
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