Kylie Ortiz

Kylie joined Schechter in 2020 as a Client Service Advisor on the investment team where she is the first and last line of defense for our clients’ welfare while assisting investment advisors in providing the highest level of service during all stages of the client relationship. Kylie brings 8+ years of experience in the investment advisory space, serving as a Financial Operations Manager and office manager during her career. Her experience and knowledge in many areas of investment management services help deliver the WOW experience to our clients.

Kylie is a Michigan native and she resides in Clarkston with her 7-year-old daughter, Elizabeth “Ellie.” She teaches Ellie’s 2nd grade Faith Formation classes at their local church and frequently volunteers at her daughter’s school in the Clarkston community. Kylie and Ellie’s favorite place to be is their vacation home in Glen Arbor, MI, where you can often find them playing guitar on the beach during sunset.