Marc Schechter, Chief Executive Officer brings an entrepreneurial background, drive and focus to Schechter. Marc guides the firm in its goal to provide extraordinary financial counsel and service to high net worth families while becoming one of the most well-respected investment advisory firms in the country.
Marc is active in sourcing and due diligence of many direct investments being considered and made by Schechter Private Capital (SPC). He is also active in identifying many of the alternative funds allocated to by Schechter Investment Advisors (RIA) on behalf of clients. Marc sits on the board of Industrious, an SPC investment in a co-working business changing the way corporate real estate is managed.
Marc is a technical expert in the life insurance space and has been a catalyst for Schechter’s creative uses of life insurance that go well beyond traditional insurance for estate tax and protection purposes. Marc spends a significant amount of time educating and partnering with investment advisors, banks, and insurance agents around the country to distribute Schechter capabilities and solutions broadly. Marc has been invited to speak to numerous groups of financial professionals, CPAs, and attorneys.
Marc has been actively involved with many professional organizations throughout his career, including the Financial and Estate Planning Council of SE Michigan, NAIFA (National Association of Insurance and Financial Advisors), and AALU (Association for Advanced Life Underwriting. He served on the Partners Financial Advisory Board, an NFP-owned company.
Marc plays an active role in many community organizations, including the Jewish Federation of Metro Detroit, the University of Michigan Greater Detroit Campaign Leadership Council, and the University of Michigan Pancreatic Center Advisory Board.
Marc came to Schechter in 2002 with fifteen years of leadership, management, marketing, and general business skills developed throughout his role as founder and CEO of Star Trax Meetings and Events and pulse220, a premiere corporate meeting and event management firm. Mr. Schechter’s vision, and passion, catapulted pulse220 into becoming one of the country’s 500 fastest growing firms as recognized by INC. Magazine and he stayed active with the firm as a member of the board until the firm was recently acquired by global events firm George P. Johnson.
Marc is a graduate of the University of Michigan and lives in Birmingham, Michigan with his wife Susie.