John Stein is a Managing Director and Senior Advisor at Schechter Wealth, a boutique wealth advisory and financial services firm based in Birmingham, Michigan. John works with high-net worth individuals helping with a range of customized investment services. He has expertise in evaluation of clients risk tolerances, asset allocation modeling, preparation of investment policy statements, money manager selection, ongoing money manager due diligence and performance evaluation. John has 20 years of investment services experience including as a Director at PricewaterhouseCoopers’ Detroit Investment Advisory Group.
He earned the Chartered Financial Analyst® designation, and holds Series 7, 63, and 65 licenses.