Schechter Wealth, a wealth advisory firm, has hired Ira Goldberg as a wealth advisor. Previously, Goldberg worked at Longview Investments where he was a managing member.
BIRMINGHAM, Mich., Nov. 12, 2015 /PRNewswire/ — Schechter Wealth (http://www.schechterwealth.com) announces that Ira Goldberg has joined the firm as a Wealth Advisor. Mr. Goldberg brings more than 20 years of Wall Street experience to the firm, with a focus on family office investment platforms, wealth transfer, charitable planning, estate and tax planning strategies, and alternative investments.
“We look forward to Ira bringing his energy and extensive experience in investments to our firm. Ira’s knowledge of and experience with a variety of financial vehicles will help add to the knowledge base of our firm,” said Marc Schechter, Senior Managing Director.
Prior to joining Schechter, Mr. Goldberg spent the past 25 years in financial advisory roles. Most recently, he spent 11 years as Managing Member at Longview Investments in New Jersey. There he managed all aspects of the multigenerational family office, and oversaw all venture capital and private equity investments. Prior to that, he founded Dix Hills Partners in New York, where he grew the fixed income based hedge fund to over $1 Billion. Before Mr. Goldberg founded Dix Hills Partners, he worked for more than 15 years at Merrill Lynch & Company, where he held several positions within its capital markets institutional fixed income business.
Ira graduated with a Bachelor’s Degree in Business and Managerial Economics from Michigan State University.
Ira serves as a board member for Keeping the Blues Alive Foundation. The non-profit organization funds music programs and grants to public schools that have lost their music education funding, as well as provides scholarships to students with a passion for the music industry.
About Schechter Wealth
Schechter Wealth is a boutique, third generation wealth advisory firm. For over 75 years, Schechter’s multi-disciplined team, consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA charter holders, has been quietly advising wealthy families on financial matters, including institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession and charitable planning.