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Investments / Private Capital / Insurance

Investment Advisory

Institutional-quality wealth management designed with the singular focus of what is best for you and your family.

Private Capital

A curated selection of late-stage private companies for accredited investors.

Advanced Design Life Insurance

The design and implementation of sophisticated insurance structures crafted to meet your specific objectives.

Our Client-First Culture

Schechter is a third-generation wealth advisory and financial services firm.

For 80 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including institutional quality investment advisory services, private capital, and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.

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Founded in 1939
Rich in Family History & Legacy

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Helping Clients
Across the Country

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Multi-Disciplined Team
60+ Employees

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Our Thoughts

In the News

Video

Podcasts

(Coming soon)

Marc R. Schechter

Senior Managing Partner

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Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

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John Stein, MBA, CFA

Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

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Ilana K. Liss

Managing Director

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Alfredo Risi, MBA

Chief Operating Officer / Integrator

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Eric Donofrio

Chief Compliance Officer

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Nancy Hoag

Vice President of Marketing

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