Schechter Investment Advisors, an independent financial advisory firm headquartered in Birmingham, has announced the acquisition of the majority of assets of Coe Capital Management, extending the company’s geographic footprint to the Chicago area.
“We are thrilled to welcome CCM to the Schechter family and look forward to providing clients with extraordinary service, advanced technology, and our strong planning acumen,” says Marc Schechter, CEO of Schechter. “Aligning with a team like CCM that lives and breathes our core values, brings benefits to clients, advisors, and our entire organization, It’s a real win-win-win.”
Schechter’s offering combines the customized service and independence of a boutique firm with the deep knowledge and resources of a larger institution. The firm’s multi-disciplined team advises high-net worth individuals and families on traditional and alternative investments, private capital, advanced life insurance planning, income and estate taxes, and more.
CCM advisors Paul Wehner and Karen Scott and their client service team are making the transition to Schechter and will continue operating in Highland Park, north of Chicago. CCM also offers advisory services in California and Colorado.
Separately, Mark Coe, president of CCM, will remain fully engaged as president and CIO of Intrinsic Edge Capital Management, an unaffiliated long-short hedge fund in Chicago.
“We have worked with Schechter on various opportunities over the past five years and have been impressed with their investment knowledge, technology adoption, and financial, estate, and tax strategies,” says Coe. “I am very excited for CCM to be joining the Schechter team. We are confident their complementary capabilities will bring great value to our clients.”
The team at Schechter consists of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFAs, charter holders, CFP practitioners, and CIMA consultants.
To learn more about Schechter Investment Advisors, click here.