Birmingham Firm Hires Senior Advisers to Lead Expansion of Investment Team

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Schechter Wealth Strategies has hired Bernie Kent and John Stein to lead the expansion of Schechter Investment Advisors, created last fall to enhance client services and planning, the Birmingham-based firm announced today.

“John and I are very excited about joining forces with the most respected life insurance firm in the region and bringing our investment expertise to Schechter’s existing high net worth and ultra high net worth clients in Michigan and throughout the country,” says Kent, who has been recognized by Worth magazine as one of the “Top 100 Wealth Advisors” nationally.

Kent and Stein spent a combined 45 years at PricewaterhouseCoopers, where they led the Midwest region’s personal financial services department. At Schechter, they will serve as senior advisers, with more than $550 million in assets under advisement.

“Not only are we excited to provide their unique investment platform to our clients, we are thrilled to offer their specific tax and business knowledge to our clients,” says Jason R. Zimmerman, the firm’s senior managing director.

Schechter Wealth — which also has an office in New York City — focuses on the needs of high-net-worth clients. Its staff assists clients in growing and preserving wealth, transferring wealth, reducing income and estate tax burdens, business succession issues, and charitable planning.

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