Stuart Schulman, born in 1945, earned his M.A. and Ph.D. from The Graduate Faculty of The New School, with an emphasis on statistical analysis and perception, studied market dynamics and market perception, and began his career in investment management with Merrill Lynch in 1977.  Stuart became a partner of Oppenheimer & Co. in 1993.  When the sale of Oppenheimer to CIBC was consummated, Mr. Schulman began IAVG as a disciplined team of investment and planning professionals with a commitment to rigorous asset valuation and risk management.

Aaron Schulman, born in 1973, earned his M.S. in mathematics at F.A.U.   Aaron is registered as a Research analyst holding the series 86 and series 87 licenses.  After a successful career in securities analysis, Aaron joined specializing in solutions for wealthy clients in creating programs designed to increase income and assets.

Lovely Dizon, born in 1981, earned her B.A. at Santa Isabella College in Manila, where she was born, and served as a financial advisor and a private planner at Ameriprise, a division of American Express.  She is Administrative Director of IAVG.