Schechter Wealth, an independent investment advisory, private capital and advanced life insurance firm in Birmingham, Mich., has appointed Alfredo Risi to the position of chief operating officer and integrator, the company recently announced.
In his new role at Schechter, Risi will manage the firm’s organic and inorganic growth by ensuring that the proper technology and processes are in place to provide a superior client experience.
Risi is an seasoned financial services executive with over 18 years of experience, most recently working as executive director at HighTower Advisors in New York City.
Risi, a citizen of the United States, Italy and Peru, received a bachelor’s degree in economics from the Universidad of Lima and an M.B.A. degree in finance and accounting from the University of Chicago Booth School of Business.
