John Schuman in

John Schuman

Partner, Head of Wealth Transfer at Corient
📍 Columbus, Ohio, United States

John Schuman is the Partner and Head of Wealth Transfer at Corient, specializing in estate, gift, and income tax planning for high-net-worth individuals. He holds a JD from Capital University Law School and is a CPA and a CERTIFIED FINANCIAL PLANNER™ professional. His experience includes serving as Co-CEO at Budros, Ruhlin & Roe.

Outside of his professional life, John is actively involved in his local community as a board member for The German Village Society. He resides in German Village in Columbus, Ohio, with his wife and their two children, showing a strong commitment to his neighborhood and family.

John is the co-author of the book "Your Guide to Fiduciary Wealth Management," establishing him as a published authority in his field.

Read the full overview →
Experience
33 Years
Current Role
Partner, Head of Wealth Transfer
Job Level
Mid-senior
Location
Columbus, Ohio, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities

Topics John cares about

Wealth Transfer
As the Head of Wealth Transfer, he specializes in sophisticated estate and gift tax planning strategies for affluent clients and has been quoted on the topic by national media.
Tax Law Changes
He actively comments on new tax legislation and its impact on individual income tax provisions, making it a key area of his expertise.
+4 more topics Login to view topics
Career

Work history

5-2023
Partner, Head of Wealth Transfer
Corient
2-2019 - 5-2023
Co-CEO
Budros, Ruhlin & Roe, Inc.
6-2001 - 5-2023
Chief Planning Officer
Budros, Ruhlin & Roe, Inc.
11-1999 - 6-2001
Senior Manager
Deloitte & Touche
6-1996 - 11-1999
Associate
Squire, Sanders & Dempsey L.L.P.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1990 - 1993
Doctor of Law (JD)
Capital University Law School
1985 - 1989
BS
The Ohio State University
Social presence
in

Other Corient Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to John. Free, 10 seconds.