Articles & News

November 1, 2016

Schechter Wealth Managing Director, Aaron Hodari, Examines PPLI In a Recent Article For Trust & Estates

Schechter Wealth Managing Director, Aaron Hodari, CFP®, CIMA®, explores private placement life insurance in a recent article for Trust & Estates. PPLI offers access to Hedge Funds, MLP’s, and Mutual Fund investments in a tax-efficient structure. Private Placement can also eliminate tax-related filings. For many clients, Private Placement is the perfect vehicle to access traditionally tax-inefficient…

Read More

Schechter Wealth Appoints Ilana Liss and Aaron Hodari Managing Directors

Schechter Wealth, a Birmingham, Michigan-based, 3rd generation wealth advisory firm, has promoted Aaron Hodari, CFP®, CIMA® and Ilana Liss to Managing Directors. Mr. Hodari is an investment advisor who works with the firm’s high net worth clients. He leads Schechter’s efforts in the alternative investment and hedge fund space. Mr. Hodari is a frequent speaker nationally…

Read More

Introduction

Aaron Hodari, CFP, CIMA, is a Managing Director of Schechter Wealth. Aaron Hodari works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. Aaron heads the firm’s branch of Private Capital, including deal sourcing, due diligence, deal structuring, and market opportunity identification. He’s also instrumental in the development of correlated and non-correlated investment alternatives, helping identify investment allocations, and manager selection. He is a sought-after speaker regarding the tax advantages for hedge funds within Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA).

Prior to joining Schechter, Aaron worked at BlackRock Financial Management, New York, NY in the Institutional Account Management group where he managed relationships with institutional investors including pension funds, foundations & endowments, and family offices. While there, he specialized in customized fixed-income solutions, commodities, and hedge funds.

Aaron graduated from the University of Michigan, where he majored in economics and played lacrosse. He currently sits on the schools Dean’s Young Alumni Council.  He can be reached at ahodari@schechterinvestments.com.