Aaron Hodari

Aaron Hodari

Formal First Name

Aaron Hodari, CFP®, CIMA®, is a Managing Director and Chief Investment Officer at Schechter Wealth, a third generation wealth advisory firm located in Birmingham, MI. In his role as CIO, Aaron oversees investment strategy selection within the firm’s investment advisory business, and works to drive continued evolution and creativity to the financial solutions Schechter offers to clients across traditional investments, alternatives, and insurance. Additionally, he leads Schechter’s private placement life insurance and variable annuities practice. Prior to joining Schechter, Aaron worked at BlackRock Financial Management, in New York, in the Institutional Account Management group where he helped manage relationships with institutional investors including pension funds, foundations & endowments, and family offices.

Professional Experience

Academic History

  • Aaron has authored numerous articles and is a sought-after speaker regarding the tax benefits of PPLI & PPVA for hedge fund investors.

  • While at BlackRock, Aaron specialized in customized fixed income solutions, commodities, and hedge funds.

  • He specializes in private placement life insurance and variable annuities, tax planning, wealth transfer, financial planning, CFP, and public speaking.

  • He also spent time as COO at Compuware-backed startup Glocal, and as an acquisitions analyst at Friedman Real Estate evaluating distressed properties across the US.

Aaron Hodari's Licenses & Certifications

Volunteer Experience