Schechter Company Profile, Contacts & Intelligence

Financial Services111 E. Merrill Street65 employeesFounded 1939
4 contacts with email or phone data4 with email data2 with phone data
View verified contacts Compare competitors
Employees
65
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
6
Mapped contact coverage

Schechter Overview

Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.

Headquarters
111 E. Merrill Street
Website
www.schechterwealth.com
Industry
Financial Services
Founded
1939
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Company Email
Available in AeroLeads
Investment Advisory Services Advanced Life Insurance Design Life Insurance Portfolio Design Wealth Transfer Charitable Planning Retirement Planning Business Succession Planning Executive Benefits Private Placement Life Insurance Premium Finance Private Capital Estate Planning

Schechter Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 2 with phone data in the visible sample.
6 departments represented
Visible contacts with email or phone data are mapped to these departments.
16 company-domain emails
Visible contacts using Schechter's company email domain.
General
8
Executive
3
Finance
2
Operations
1
Marketing
1
IT
1

Schechter People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

K
Kathy Kirksey
Investment Services Assistant
E
J
Joseph Opiela, Cfa
Wealth Advisor │ VP of Strategic
EP
M
Michael B. Schoffman Cfp® Cdfa® Crpc®
Senior Advisor
E
G
Gregg A. Michael
Managing Director Institutional
EP

Schechter Workforce Composition

Seniority breakdown across 27 visible profiles.

Individual contributor
10
Manager
5
Executive
3
Director
3
Associate / junior
3
Senior / Lead
2
VP / Head
1

Schechter Technology & Talent

Technology-related job titles represented in the visible people data.

Data / AI
1
Product / design
1

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