Director of Investment Operations and Director of Marketing
Brian Mackey is the Director of Investment Operations and Director of Marketing at Schechter, and oversees the client service, investment technology and marketing functions at the firm. Brian has a passion for leveraging technology to ensure best-in-class operations procedures, as well as communicating investment concepts and strategies to Schechter’s clients.
Brian is a dedicated professional with extensive experience in the financial industry. As the overseer of client service and investment technology processes at Schechter, he ensures that the firm remains at the forefront of technology, delivering top-tier service to clients. He also leads the firm’s marketing initiatives to communicate the firm’s investment process and outlook to current and prospective Schechter clients.
Brian’s professional experience includes over a decade of experience working within SEC-registered wealth management firms, and he recently managed a mid-sized accounting practice serving business owners and high-net-worth individuals. Brian holds the Chartered Financial Analyst designation and is a board member of the Bellevue Fire Foundation.
Beyond his professional achievements, Brian enjoys the great outdoors, often venturing on hikes with friends and family. In the winter, you can spot him on the slopes, indulging in his love for skiing.