About Schechter Wealth
Schechter Wealth is a Financial Services company based in Birmingham (United States). It operates as a wealth management services are provided to high-net-worth families. It operates on a Professional Services model. Schechter Wealth has completed 1 acquisition, including Coe Capital Management. Schechter Wealth offers products and services including Portfolio Design & Management, Wealth and Estate Planning, Multi-Family Office Service, and Tax Strategies. Its focus areas include Wealth Management and Registered Investment Advisors.
Company details
Schechter Wealth is engaged in offering boutique wealth management services to high-net-worth families and entrepreneurs. Personalized investment strategies, tax planning, and family wealth transition solutions are provided. The firm operates independently, focusing on customized financial advice across sectors like portfolio management and estate planning. A client-first approach is maintained, supported by a multidisciplinary team of experts.
- Headquarters Birmingham, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website schechterwealth.com
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- Investments & Acquisitions
Products & Services of Schechter Wealth
Schechter Wealth offers a comprehensive portfolio of products and services, including Portfolio Design & Management, Wealth and Estate Planning, Multi-Family Office Service, and Tax Strategies.
Investment portfolios are designed and managed for clients.
Estate and wealth plans are crafted for families.
Comprehensive services are provided for wealthy families.
Tax planning strategies are developed for clients.
Apps and channels of Schechter Wealth
its YouTube channel Schechter has 379 subscribers and 30 videos.
Videos from Schechter Wealth
The most watched videos on Schechter Wealth's YouTube channel, Schechter (379 subscribers). Click a video to play it here.
More on Schechter.
People of Schechter Wealth
22 people are tracked at Schechter Wealth (6 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
Michael Weinberger | Chief Technology Officer | Leadership |
Aaron Hodari | Managing Director & Chief Investment Officer | Leadership |
Marc R. Schechter | Chief Executive Officer | Leadership |
Ilana K. Liss | Managing Director | Leadership |
Kevin Giganti | Director Of Insurance Operations | Leadership |
Brian MacKey | Chief Operating Officer | Leadership |
Patrick Price | Banking Associate | Team |
Alex Belinsky | Banking Associate | Team |
Eastla Smith | Executive Assistant | Team |
Alex Nunnamaker | Investment Technology Manager | Schechter Investment Advisors | Team |
Dani Rose Piper | Technical Project Manager | Team |
Teresa Harder | Investment Data Specialist | Team |
Keri Noto | Investment Data Specialist | Team |
Rena Ban | Investments Operations Manager | Schechter Investment Advisors | Team |
Kathy Kirksey | Investment Services Assistant | Schechter Investment Advisors | Team |
Anthony Chisolm | Cfp® | Team |
Shane S. | Banking And Premium Finance Manager | Team |
Victoria Wilson | Executive Assistant | Team |
Michelle Anstett | Executive Assistant | Team |
Bradley K. Feldman | Senior Wealth Advisor | Team |
2 more people are available in the full profile.
Complete people profiles for Schechter Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Schechter Wealth
Schechter Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Coe Capital Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of portfolio management services | coecapital.com | Highland Park, United States | 1999 | Oct 2021 | •••• |
Complete acquisition details for Schechter Wealth
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Top companies in Investment Banks
10 companies that operate in the same segment as Schechter Wealth (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Frequently Asked Questions about Schechter Wealth
Schechter Wealth is headquartered in Birmingham, United States. It is registered at Birmingham, Alabama, United States.
Schechter Wealth is engaged in offering boutique wealth management services to high-net-worth families and entrepreneurs. Personalized investment strategies, tax planning, and family wealth transition solutions are provided. The firm operates independently, focusing on customized financial advice across sectors like portfolio management and estate planning. A client-first approach is maintained, supported by a multidisciplinary team of experts.
Schechter Wealth offers Portfolio Design & Management, Wealth and Estate Planning, Multi-Family Office Service, and Tax Strategies.
Schechter Wealth has made 1 acquisition, including Coe Capital Management.