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November 13, 2023

Brian Mackey has been appointed Director of Investment Operations & Director of Marketing at Schechter. He will be responsible for overseeing the client service and investment technology teams to ensure Schechter Investment Advisors delivers extraordinary service to each of its clients. Additionally, he will manage the marketing team, which creates materials to educate our clients and improve the client experience.

Mackey will report directly to Marc Schechter, CEO of Schechter Investment Advisors.

“I joined the firm because I was attracted to the entrepreneurial leadership team that’s been put in place at Schechter, the strong culture of integrity, and the fact that the company is growing rapidly,” said Mackey. “The more I learned about Marc, Aaron Hodari, Bernie Kent and John Stein, the more I wanted to work with this team.”

“In addition, I will also be focused on recruiting advisors to join Schechter to help them bring additional value to their clients and grow their business.”

Mackey’s professional experience includes over a decade of working with SEC-registered wealth management firms, and he recently managed a mid-sized accounting practice, serving business owners and high net-worth individuals. He has a CFA designation and is a board member of the Bellevue Fire Foundation.

“When we first had discussions with Brian about joining the firm, he was immediately drawn to our track record of supporting rapid growth with innovative solutions to client’s individual situations,” said Marc. “His background working with RIAs that service high-net worth individuals and families is just the type of experience we need for this role. I am excited to have Brian join our leadership team.”