Advisors Jay Schechter and Neil Sosler Promoted to Named Partners
Miami-based Singer Xenos Wealth Management announces it has officially been renamed to Singer Xenos Schechter Sosler Wealth Management to reflect that Jay Schechter and Neil Sosler have been promoted as named partners.
The promotions come at a time when the firm continues to grow its portfolio in lockstep with Miami’s global rise and increased attractiveness among the world’s most wealthy families and individuals. In fact, according to the 2017 Knight Frank Wealth Report, Miami remains among the top 25 most important cities for the world’s wealthiest individuals.
“Over the years, both Jay and Neil have made tremendous contributions to our firm and its growth,” said Faith Read Xenos, founding partner of Singer Xenos. “The renaming of the firm is a reflection of their abilities as wealth advisors and their dedication to the firm and its clients.”
Mr. Schechter joined the firm in 1999, and has garnered a reputation for being a trusted advisor to clients who rely on him to help guide all aspects of their financial lives. Since joining the firm, he has helped the firm grow from a staff of five professionals managing $200 million to a staff of 16 managing $1.3 billion dollars today.
Prior to working as a wealth advisor Mr. Schechter practiced law for 10 years, owning his own private bankruptcy law practice, which specialized in sophisticated Chapter 11 matters, corporate workouts and asset protection. He is a Certified Financial PlannerTM and is a licensed member of The Florida Bar.
Mr. Sosler joined the firm in 2003 and serves as a member of the Singer Xenos Investment Committee. He works with the firm’s clients to help grow their assets by advising on key financial decisions and ensuring clients reach their financial goals.
Prior to joining the firm, Mr. Sosler was an investment banker at Bear, Stearns & Co., in New York, where he specialized in leveraged finance. He also worked for Sumitomo Mitsui Banking Corporation, where his team managed leveraged loans and high yield bonds. He is a Certified Financial PlannerTM.
A market leader in financial services, Singer Xenos offers a broad range of resources and depth of expertise to help clients build, preserve and enjoy their wealth, both for today and for future generations. The firm maintains a deep commitment to the careful management of wealth on behalf of its clients, utilizing a consistent, long-term and disciplined approach to drive the preservation, protection and growth of financial assets.