Market Overview

Aaron Hodari

About

Aaron Hodari, CFP, CIMA, is a Managing Director of Schechter. Aaron Hodari works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. Aaron heads the firm’s branch of Private Capital, including deal sourcing, due diligence, deal structuring, and market opportunity identification. He’s also instrumental in the development of correlated and non-correlated investment alternatives, helping identify investment allocations, and manager selection. He is a sought-after speaker regarding the tax advantages for hedge funds within Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA). Prior to joining Schechter, Aaron worked at BlackRock Financial Management, New York, NY in the Institutional Account Management group where he managed relationships with institutional investors including pension funds, foundations & endowments, and family offices. While there, he specialized in customized fixed-income solutions, commodities, and hedge funds. Aaron graduated from the University of Michigan, where he majored in economics and played lacrosse. He currently sits on the schools Dean’s Young Alumni Council and he is a member of the CAIS Advisory Council.
January 03, 2020 1:54 PM
Much has been written about the strength of the U.S. markets in 2019. U.S. large-cap stocks rose 31.5%, their best year since 2013.  That’s ...
July 09, 2019 10:46 AM
Tax Day has come and gone. As advisors to high-net-worth individuals and families, tax planning is a year-round priority for our team. Our clients hav ...
February 27, 2019 11:07 AM
Think about the characteristics that make a strong portfolio: diverse, cost-efficient, tax-efficient, risk-managed. These qualities should be true of ...
January 03, 2019 10:28 AM
Vanguard founder Jack Bogle started the debate of active versus passive investing when he created the first index fund in 1975. Hundreds of additional ...