Heath Schultz
- Manager, Eisner Advisory Group LLC
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Heath Schultz is a Manager in the firm's Outsourced Family Office Solutions Group. Heath has more than 25 years of experience in accounting, most of which has been spent servicing ultra-high-net-worth families. His portfolio of clients includes oil and gas industry executives, real estate developers and investors, hedge fund executives, high-net-worth divorcees, and entrepreneurs.
Heath provides a comprehensive approach to managing his clients’ personal, family, and business finances. He is focused on the client’s needs and dedicated to effectiveness and efficiency in financial transactions. He works with the client’s financial advisors, legal counsel, and risk management professionals to thoroughly strategize transactions and optimize results.
Prior to joining the firm, Heath was a Supervisor at Caler, Donten, Levine, Cohen, Porter, and Veil, P.A. (CDL), a leading full-service accounting firm in Florida, before EisnerAmper acquired it.
Specialties
- Family Office Services
- High-Net-Worth Individuals
- Financial Reporting & Analysis
- Investment & Asset Reporting
Credentials & Education
- Florida Atlantic University: BS, Finance
- Nova Southeastern University: MS, Business Administration