Schechter, a Birmingham-based wealth advisory and financial services firm, has announced the hiring of Alfredo Risi as COO and integrator.
A financial services executive with more than 18 years of experience, Risi previously held positions with HighTower Advisors, Deutsche Bank, and Merrill Lynch, while most recently serving as COO of a New York-based registered investment advisory firm.
“Alfredo’s background in strategy, operations, and investment banking in the RIA space provides the perfect experience set to ensure we manage our growth in the right way,” says Marc Schechter, senior managing director for Schechter. “More important than his knowledge and intellect, Alfredo’s a great person who will always do the right thing for our clients and teammates. We’re fortunate he’s joining us.”
Risi’s main responsibilities at Schechter will be to manage the firm’s organic and inorganic growth. He brings with him a background in business and will ensure technology and processes are in place to help clients.
“Alfredo’s experience working across multiple sectors of the financial services industry will be a valuable resource,” says Aaron Hodari, managing director of Schechter. “His RIA industry knowledge provides Schechter with an internal resource to continuously improve the client experience, operational efficiencies, and act as a catalyst towards our organic and acquisition growth plans.”
Risi holds a degree in economics from the Universidad of Lima in Peru and an Master of Business Administration from The University of Chicago Booth School of Business. He is originally from Peru and maintains tri-citizenship in the U.S., Peru, and Italy.
Schechter was founded in 1939.