Schechter Wealth was featured in last month’s issue of Crain’s “People on the Move” column. We are pleased to announce Ira Goldberg joining the firm as Wealth Advisor, and the promotion of Michael Lee to COO.
Mr. Goldberg comes to our firm with over 20 years of Wall Street experience with a focus on family investment platforms, wealth transfer, charitable planning, estate and tax planning strategies. If you would like to know more about Ira’s background, you can read his press release here or read his bio from our team page here.
Michael Lee was promoted to Chief Operating Officer. Mr. Lee, who has been with our firm for almost 2 years is responsible for all of Schechter’s accounting, financial management, and business planning functions. He provides leadership to guide us as we expand our firm, continuing to grow. Michael brings over 30 years of experience in finance and operational leadership. To learn more about Michael Lee, you can find his bio on our team page, or by clicking here.