Articles & News

February 12, 2020

Domestic vs. International: Why This Diversification Is Important

While there is no one-size-fits-all approach, having some sort of international allocation is critical to maintaining optimal performance in most long-term portfolios.

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August 13, 2019

Taxes Are One Thing—Not The ‘Only’ Thing

Taxes are not something to be afraid of; they’re something to be aware of.

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Introduction

Aaron Hodari, CFP, CIMA, is the Chief Investment Officer (CIO) and a Managing Director of Schechter. Aaron works to drive continued evolution and creativity to the financial solutions Schechter offers to clients across traditional investments, alternatives, and insurance. His passion for investments and serving clients helps fuel the growth Schechter continues to see across its service lines and specific investment opportunities.

In his role as CIO, Aaron oversees investment strategy selection within our investment advisory business. This role also encompasses involvement within insurance-based solutions, such as Private Placement Life Insurance (PPLI) and Life Insurance Premium Financing, and Schechter’s Private Capital (SPC) group.

Aaron heads the firm’s branch of Private Capital, where Schechter makes direct investments into high-growth private companies. In this role, he oversees deal sourcing, due diligence, deal structuring, industry relationships, and market opportunity identification. Schechter has successfully invested in and exited multiple investments since inception and continues to see rapid growth within the private capital markets. Investments that Aaron and the Schechter team have made, either directly or through affiliates, span across multiple industries and include companies such as Peloton, DraftKings, Lyft, Reddit, Industrious, Punchh, BM Technologies, and others. Aaron currently sits on the board of publicly traded BM Technologies (ticker: BMTX).

Prior to joining Schechter, Aaron worked at BlackRock Financial Management, in New York, in the Institutional Account Management group where he helped manage 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. He also spent time as COO at Compuware-backed startup Glocal, and as an acquisitions analyst at Friedman Real Estate evaluating distressed properties across the US.

Aaron graduated from the University of Michigan, where he majored in economics and played lacrosse. He currently sits on the school’s Dean’s Young Alumni Council and he is a member of the CAIS Advisory Council. Aaron resides in Bloomfield Hills, MI with his wife and two daughters. Aaron is a fishing enthusiast, amateur chef, and proud “girl dad.”

Check the background of this investment professional on FINRA’s BrokerCheck.