BIRMINGHAM, Mich., Oct. 31, 2016 /PRNewswire/ -- Schechter Wealth, a Birmingham, Michigan based, 3rd generation wealth advisory firm, has promoted Aaron Hodari, CFP®, CIMA® and Ilana Liss to Managing Directors.
Mr. Hodari is an investment advisor who works with the firm's high net worth clients. He leads Schechter's efforts in the alternative investment and hedge fund space. Mr. Hodari is a frequent speaker nationally and a subject matter expert in Private Placement Life Insurance and Premium Financing Strategies.
Ms. Liss designs and structures life insurance and tax solutions for Schechter clients. She has over 13 years of experience working with clients, their attorneys and CPAs.
"Our 40% growth this past year is largely due to Aaron and Ilana's knowledge and ability to help our advisors around the country bring great solutions to our clients. We will continue to leverage their knowledge and talents as we continue on this growth trajectory," said Marc Schechter, Senior Managing Director.
Jason Zimmerman, Senior Managing Director said: "Aaron's thirst and passion for everything financial results in him bringing an enormous amount of knowledge to our firm which results in better opportunities for our clients. Ilana has built a tremendous level of knowledge in the life insurance space as she has managed some of the largest life insurance portfolios in the country. She has a great understanding of product and application. Ilana and Aaron are both great listeners, excel at interpreting our clients' needs and identifying ways to generate additional income or growth from their investments, reduce income or estate taxes and solve family planning issues."
Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charter holders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.
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SOURCE Schechter Wealth