Lawrence Ullman

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.