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.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
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