Ethan Schuchman is CEO of Cross Country Wealth Management. For nearly 15 years, Ethan has been passionate about providing customized investment and financial planning strategies in an effort to help his clients pursue their goals. Ethan started this firm with a vision to inspire clients to realize their true ambitions through education, transparency, and proactive personal service which exceeds their expectations.
Together with his clients, Ethan employs a comprehensive and holistic approach to financial planning. True to his beliefs, a disciplined investment management process is a core conviction in the firm he created. Ethan is passionate about helping clients plan their portfolio, protect it from the unexpected, preserve for future generations, and help his clients prosper with the lifestyle they envisioned. He pays attention to the smallest of details and the core value that the clients’ needs are always placed before the firm. Ethan believes that when his clients entrust their hard earned assets to the firm, it is his unyielding responsibility that the years of sweat and tears it took to earn those assets are always a top priority in every decision made.
Ethan earned a Bachelor of Science with a major in Finance from Touro University while employed at the investment bank Bear Stearns in New York City. Later, as an associate at ING Financial Network, Ethan earned his Masters of Business Administration from the University of Maryland. Ethan earned the prominent CERTIFIED FINANCIAL PLANNER™ (CFP) credentials as well as the Chartered Financial Consultant (ChFC) designation. Ethan holds the registered representative licenses through LPL Financial(FINRA Series 7,63 and 65) and is an LPL Branch Manager (FINRA Series 24). Ethan has been awarded as a 2013 Five-Star Wealth Manager.