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Who We Are

OWEN SCHRUM CIMA

PRESIDENT

 

As a founding partner, Owen brings over 30 years of experience in Wealth Management to Schrum Private Wealth Management.

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MARY ATKINSON NSSA®

 

SENIOR VICE PRESIDENT

 

Mary Atkinson, brings over 20 years experience to the firm. Formerly with Morgan Stanley and Merrill Lynch, Mary is fully registered (Series 7, 63 and 65) and holds her insurance license, in addition to two AS, Legal Office Management and Business Management from St.

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ERIC SCHRUM, CFP®

Investment Advisor Representative

 

Prior to joining Schrum Private Wealth Management, Eric was a Full Trader with Fidelity Investments, trading stock, mutual funds, and fixed income for Fidelity’s retail clients. Eric also worked as a staffer for Venture Capital fund Sovereign’s Capital.

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