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Schottenstein & Wechsler

Private Wealth Advisors

101 CALIFORNIA STREET, FLOOR 21

SAN FRANCISCO, CA 94111

415.288.2531

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About us

Schottenstein & Wechsler

Our team, Schottenstein & Wechsler, is privileged to advise a select number of affluent clients. We provide wealth management strategies and services to CEOs and executives of public companies, private business owners, entrepreneurs and other wealthy families. Our clients are leaders in a number of industries including technology, private equity, venture capital and real estate. Whatever the source of wealth, clients value our emphasis on discipline, organization, transparency and trust. Our presence in San Francisco, California, and Greenwich, Connecticut, enhances our ability to service clients located throughout the United States.

A Discipline Honed through Experience

Our team brings continuity and experience in addressing client priorities. The founders of our team, Jeffrey Schottenstein and Stuart Wechsler, have worked together since 1997. Their partnership infuses our team with discipline and judgment honed over many years and market cycles. Our team’s long tenure within the Private Banking and Investment Group at Merrill Lynch enables us to execute and customize offerings that advance client interests. We are skilled in harnessing and navigating the many offerings of the Firm, and we believe strongly in making our value concrete and measurable.

A Rule Driven Approach to Investments

We continuously seek out investment strategies that align with client needs. Bolstered by the open architecture of Merrill Lynch, we evaluate investment offerings relative to individual client return profiles, risk parameters, tax implications1 and time horizons. We are rule-driven in our approach, adhering to the discipline conferred by regular rebalancing, asset class diversification and robust analytics.

An Alignment with Client Priorities and Values

We have designed our service model to promote client interests. We value client trust and work to earn that privilege. We underscore the importance of transparency, not only in our investments, but in all of our client interactions. Clients look to us to understand and integrate multiple priorities: family, business, community and legacy.

Offering a Suite of Services to Affluent Clients

Our team offers the strategies and services required by significant wealth:

  • Asset allocation2 analysis
  • Active and passive independent manager implementation
  • Concentrated and restricted stock management
  • Wealth transfer strategies
  • Philanthropic strategies
  • Family office coordination
  • Customized lending advice

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1Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

2Asset Allocation does not ensure a profit or protect against loss in declining markets.

3CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

Meet the team

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Jeffrey S. Schottenstein

Managing Director

Private Wealth Advisor

415.288.2531

415.288.2531

jeffrey_schottenstein@ml.com

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Stuart M. Wechsler

Managing Director

Private Wealth Manager

203.863.7651

203.863.7651

stuart_wechsler@ml.com

Read Bio

Michael Wray, CFA

Private Wealth Analyst Investments

203.863.7652

203.863.7652

mwray@ml.com

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Christopher Ornelas

Private Wealth Analyst Investments

415.288.2696

415.288.2696

chris_ornelas@ml.com

Read Bio


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Meet the team

Jeffrey S. Schottenstein

Managing Director

Private Wealth Advisor

415.288.2531

415.288.2531

jeffrey_schottenstein@ml.com

Read Bio

Stuart M. Wechsler

Managing Director

Private Wealth Manager

203.863.7651

203.863.7651

stuart_wechsler@ml.com

Read Bio

Michael Wray, CFA

Private Wealth Analyst Investments

203.863.7652

203.863.7652

mwray@ml.com

Read Bio

Christopher Ornelas

Private Wealth Analyst Investments

415.288.2696

415.288.2696

chris_ornelas@ml.com

Read Bio