Profile
Schoffman B Michael is a Senior Advisor at Schechter Private Capital LLC since 2021.
Prior to this, he worked as a Financial Advisor at UBS AG (Singapore) from 2008 to 2012 and at RPOA Advisors, Inc. from 2016 to 2021.
Schoffman Michael active positions
| Companies | Position | Start |
|---|---|---|
Schechter Private Capital LLC
 Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Consultant / Advisor | 2021-01-31 |
Former positions of Schoffman Michael
| Companies | Position | End |
|---|---|---|
Retirement Planners of America
 Retirement Planners of America Investment ManagersFinance RPOA Advisors, Inc. (dba Retirement Planners of America) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Kenneth “Ken” Moraif in 2011 and is principally owned by the Moraif Family Exempt Irrevocable Trust, for which Ken Moraif serves as Trustee. Retirement Planners of America provides financial planning, investment management, family estate planning & income tax planning services to individuals who are retired or soon to be retired. | Consultant / Advisor | 2021-01-31 |
UBS AG (Singapore)
 UBS AG (Singapore) Major BanksFinance UBS Wealth Management (Singapore) (UBSWM-Singapore) is the wealth management operation of UBS AG (Singapore), a subsidiary of UBS AG (NYSE: UBS) in Switzerland. The firm provides a range of services including strategic wealth planning, liquidity solutions, retirement planning and succession planning to private clients. | Consultant / Advisor | 2012-12-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
UBS AG (Singapore)
UBS AG (Singapore) Major BanksFinance UBS Wealth Management (Singapore) (UBSWM-Singapore) is the wealth management operation of UBS AG (Singapore), a subsidiary of UBS AG (NYSE: UBS) in Switzerland. The firm provides a range of services including strategic wealth planning, liquidity solutions, retirement planning and succession planning to private clients. | Finance |
Retirement Planners of America
Retirement Planners of America Investment ManagersFinance RPOA Advisors, Inc. (dba Retirement Planners of America) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Kenneth “Ken” Moraif in 2011 and is principally owned by the Moraif Family Exempt Irrevocable Trust, for which Ken Moraif serves as Trustee. Retirement Planners of America provides financial planning, investment management, family estate planning & income tax planning services to individuals who are retired or soon to be retired. | Finance |
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |
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