Mark Schmulen

Financial Advisor

Houston, TX 77024

Mark Schmulen

Financial Advisor
Warm Empty Conference Room

ABOUT MARK

Mark Schmulen joined Forum Financial Management in 2017 as Director of Private Wealth Management. Mark also runs Jelly Capital, a private investment firm providing direct investments in real estate assets and operating companies at various stages of development. Mark is a serial entrepreneur and has founded, led and sold multiple companies including, Chirp Systems Inc., a venture-backed smart access control company that was acquired by RealPage, Inc. and NutshellMail Inc., a venture-backed social media marketing solution that was acquired by Constant Contact Inc. Mark began his career as an investment banking analyst at JPMorgan in New York City.

Mark earned a master’s degree in management from Stanford Graduate School of Business and a bachelor’s degree in international relations from University of Pennsylvania in Philadelphia. Through his academic and professional journeys and due to his experience as a dissatisfied client of various investment advisors who lacked a clear investment philosophy, Mark decided to join Forum as both a client and advisor to work with individuals and families who deserve a client experience built around transparency, independence and alignment with the goals of the client.

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