Marc Schechter
Marc Schechter is the CEO of Schechter Wealth, a boutique, third-generation wealth advisory and financial services firm specializing in high net worth clients. He leads the firm in providing best-in-class investment advisory and financial planning services to high net worth families. Marc is a technical expert in the life insurance space and has been a catalyst for Schechter’s creative uses of life insurance that go well beyond traditional insurance for estate tax and protection purposes. Prior to joining Schechter Wealth, he was the CEO of Star Trax Meetings and Events and pulse220, a premier corporate meeting and event management firm. In addition to his corporate responsibilities, Marc has been actively involved with many professional organizations throughout his career and speaks to audiences nationally.
Marc Schechter Professional Experience / Academic History
Professional Experience
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Chief Executive Officer
Academic History
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B.S., Finance, Accounting, Spanish
CURRENT AFFILIATIONS
Financial and Estate Planning Council of SE Michigan
National Association of Insurance and Financial Advisors
Association for Advanced Life Underwriting
Jewish Federation of Metro Detroit
University of Michigan Greater Detroit Campaign Leadership Council
University of Michigan Pancreatic Center Advisory Board
Marc is active in sourcing and due diligence of many direct investments being considered and made by Schechter Private Capital.
He educates and partners with investment advisors, banks, and insurance agents around the country to distribute Schechter capabilities and solutions broadly.
He has also been invited to speak to numerous groups of financial professionals, CPAs, and attorneys.
RECOGNITIONS
EARLY CAREER
Under his leadership, pulse220 became one of the country's 500 fastest growing firms recognized by INC Magazine.
He served on the Partners Financial Advisory Board, an NFP-owned company.