Schechter

11/08/2022

Congratulations to Aaron Hodari, CFP®, CIMA®, Chief Investment Officer and Managing Director for being recognized on Crain’s Notable Money Managers list of 2022! Thank you for giving so much of yourself to our clients and to our team.

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Aaron Hodari

11/01/2021

Schechter teammates were challenged to wear pink every Friday in October to raise money for breast cancer research. Together - and in many creative ways - we were able to reach our goal!

10/22/2021

Schechter Investment Advisors in Birmingham, has announced the acquisition of the majority of assets of Coe Capital Management.

10/15/2021

“We are thrilled to welcome CCM to the Schechter family and look forward to providing clients with extraordinary service, advanced technology, and our strong planning acumen,” said Marc Schechter, Chief Executive Officer.

Schechter Investment Advisors, LLC (“Schechter”) a Michigan-based independent, financial advisory firm announced today the acquisition of the majority of assets of Coe Capital Management, LLC (“CCM”). This move extends Schechter’s geographic footprint to the Chicago area which also offers ...

09/07/2021

The objective of an investment is no longer just about returns. With socially responsible investing and ESG on the rise, a growing number of investors are putting their money where their morals lie.

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08/25/2021

We are honored by Crain's Detroit Business recognition!

P.S. We are hiring! 👀

This is Schechter's third appearance (2017, 2018, 2021) on Crain's annual installment, now in its ninth year, which recognizes Michigan's coolest workplaces.

08/16/2021

In the debut episode of What's Your Basis, we dissect what continues to be one of 2021's biggest financial buzzwords: SPACs.

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Spotify - https://spoti.fi/3slDGUd

07/20/2021

“The addition of Ann-Marie is a testament to Schechter’s capacity to attract experienced professional advisors nationwide,” said Marc Schechter, Chief Executive Officer. “Our ability to provide a unique platform for advisors allows us to be highly selective in our growth path.”

Third-generation firm, with over $1.8 billion assets under management, continues to expand nationwide. Birmingham, MI –Schechter Investment Advisors, an independent registered investment advisor, has announced the addition of Ann-Marie Sandquist as a senior advisor. Sandquist is an accomplished fi...

05/21/2021

Marc Schechter joined BM Technologies, Inc. - BMTX f/k/a BankMobile, a Schechter Private Capital investment, as it rang The Opening Bell® in celebration of its listing on the NYSE and record Q1 2021 results.