A former executive director at HighTower Advisors, Alfredo Risi has been named chief operating officer of Schechter, a Birmingham, Michigan-based boutique wealth advisory firm.
Schechter provides investment advisory, private capital and advanced life insurance services and products to a select group of high net worth clients and their families.
Risi, who had served as chief operating officer of Fischer & Co. — which was acquired by HighTower in 2018 — also has held senior at Deutsche Bank and Merrill Lynch.
He will be based in New York.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
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Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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