John Stein
John Stein is a Managing Director and Senior Advisor at Schechter Wealth, a boutique wealth advisory and financial services firm based in Birmingham, Michigan. John works with high-net worth individuals helping with a range of customized investment services. He has expertise in evaluation of clients risk tolerances, asset allocation modeling, preparation of investment policy statements, money manager selection, ongoing money manager due diligence and performance evaluation. John has 20 years of investment services experience including as a Director at PricewaterhouseCoopers’ Detroit Investment Advisory Group.
John Stein Professional Experience / Academic History
Professional Experience
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Managing Director, Senior Advisor
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Director, Midwest Region
Academic History
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Master of Business Administration
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Master of Urban Planning, School of Architecture and Urban Planning Program
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Bachelor of Arts, Political Science
Prior to joining Schechter Wealth, he was a Financial Advisor with Telemus Capital.
He worked with PricewaterhouseCoopers, where he and Kent led the Midwest region's personal financial services department.
He earned the Chartered Financial Analyst® designation, and holds Series 7, 63, and 65 licenses.