Sara Rose

Sara Rose works on Schechter’s investment advisory team. She provides daily operational and administrative support to ensure our clients receive the best service possible.

Sara holds a bachelor’s degree from Temple University in Philadelphia. In her free time, you can find her planning a new adventure with friends and family or relaxing with her three companion animals, Kimora, Atticus, and Selwyn.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS

Our Team

Sara Rose