John E. Stein

Principal at Schechter Wealth

Location:
251 Pierce St., Birmingham, Michigan, United States
Company:
Schechter Wealth
HQ Phone:
(248) 731-9500
Wrong John Stein?

Last Updated 10/25/2017

General Information

Employment History

Director At Detroit Investment Advisory Group  - PricewaterhouseCoopers LLP

Chief Executive Officer  - Senior Advisor|Schechter Investment Advisors

Managing Director  - Telemus Inc

Education

Bachelor of Arts  - Political Science , 

MBA  - 

Master of Business Administration  - Michigan Business School

degrees  - The University of Michigan

Affiliations

Advisor  - CharleneReardon

Web References  

Team Archive - MI Wealth Management | Birmingham & Bloomfield Hills | Schechter Wealth

John Stein, MBA, CFA
Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

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http://www.schechterwealth.com/team/

John Stein, MBA, CFA
Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

Read More
Team | MI Wealth Management | Birmingham & Bloomfield Hills | Schechter Wealth

John Stein, MBA, CFA
Chief Executive Officer, Senior Advisor // Schechter Investment Advisors jstein@schechterinvestments.com Go To Bio John works primarily with high-net worth individuals and families helping with a vast range of customized investment services. These include evaluating client's risk tolerances, asset allocation modeling, and preparation of investment policy statements, money manager selection and ongoing money manager due diligence and performance evaluation. John has over 17 years of investment services experience including as a Director at PricewaterhouseCoopers' Detroit Investment Advisory Group. John holds three degrees from the University of Michigan. He received his Master of Business Administration from the Michigan Business School in 1996. He holds a Master of Urban Planning degree from the School of Architecture and Urban Planning program, which he earned in 1990. Finally, he received a Bachelor of Arts in Political Science, with distinction, in 1988. John has also earned the Chartered Financial Analyst® designation.

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