Our Team

Chief Executive Officer

Marc R. Schechter

Managing Director | Chief Investment Officer

Aaron Hodari

CFP®, CIMA®

Senior Managing Director | Senior Advisor, Schechter Investment Advisors

Bernie Kent

JD, CPA, PFS

Managing Director | Senior Advisor, Schechter Investment Advisors

John Stein

MBA, CFA®

A multi-disciplined team of experts, creating a concierge experience for you.

Our team includes JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA^® charterholders, CFP^® practitioners, and CIMA^® consultants.

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Chief Compliance Officer

Florence Affatato

JD, LL.M

Vice President of Schechter Private Capital

Phillip Adsit

CFA®, MBA

Director of Finance & Accounting | Director of Insurance Operations

Andrew Dean

CFA®, CAIA®

Director of Investment Operations and Director of Marketing

Brian Mackey

CFA®

Director of Talent

Kate Schultz

M.A.

Chief Technology Officer

Michael Weinberger

Senior Director Strategic Partnerships

Kevin Beauchamp

Investment Advisor

Anthony Chisolm

CFP®

Senior Wealth Advisor

Bradley K. Feldman

JD, CLU®

Managing Director

Ilana K. Liss

Wealth Advisor | Director of Independent Partner Development

Alex Martin

CIMA®

Managing Director | Institutional Partnerships

Gregg A. Michael

Senior Investment Advisor

Prasad Mohan

Wealth Advisor | Vice President of Strategic Partnerships

Joseph Opiela

CFA®

Senior Advisor

Ann-Marie Sandquist

Senior Advisor

Michael B. Schoffman

CFP®, CDFA®, CRPC®

Wealth Advisor

Colin Steinberg

CFP®, CRPC®

Wealth Advisor

Jeff Vieder

Advisor

Clune J. Walsh, III

Senior Investment Advisor

Paul Wehner

MBA

Investment Advisor

Adam Blocki

CFA®, CFP®

Senior Advisor

Jason R. Zimmerman

MBA

Vice President, Advanced Design

Jordan Smith

JD, LL.M

Tax and Estate Planning Attorney

Katie Coeyman

LL.M

Senior Case Design and Product Analyst

Jake Elias

CFP®, MBA

Insurance Design Manager

Kevin Giganti

Client Support Specialist

Wade Hoag

Senior Case Design and Product Analyst

Nick Pratt

Case Design and Product Analyst

Isaac Kohls

Banking Associate

Patrick Price

Banking and Premium Finance Manager

Shane Sesi

Banking Associate

Alex Belinsky

Manager of Client Services

Lindsey Charette-Merrell

Senior Client Care Professional

Lisa Sroczynski

Client Care Professional

Lameese Porada

Client Care Professional

Adrienne Jensen

Investment Service Manager | Schechter Investment Advisors

Natalie Shannon

CFP®

Investments Operations Manager | Schechter Investment Advisors

Rena Ban

Senior Client Service Professional | Schechter Investment Advisors

Danielle Wimberley

Senior Client Service Professional | Schechter Investment Advisors

Sandra Scarcella

Client Service Professional | Schechter Investment Advisors

Kylie Ortiz

Client Service Professional | Schechter Investment Advisors

Sara Rose

Client Service Professional | Schechter Investment Advisors

Taryn Wilson

Client Service Professional | Schechter Investment Advisors

Lauren Baez-Wood

Client Service Professional | Schechter Investment Advisors

Carolyn Gwizdz

Client Service Professional | Schechter Investment Advisors

Monika Clogg

Client Service Professional | Schechter Investment Advisors

Shawn Roberts

Client Service Professional | Schechter Investment Advisors

Rebecca Broderick

Investment Services Assistant | Schechter Investment Advisors

Kathy Kirksey

Investment Technology Manager | Schechter Investment Advisors

Alex Nunnamaker

Investment Data Specialist

Keri Noto

Investment Data Specialist

Nicholas Richardson

Multimedia Designer

Melis Mandal

Director of Underwriting

Lisa McGee

Senior Underwriting Case Manager

Therese Rasmussen

Underwriting Case Manager

Todd Hoag

Underwriting Case Manager

Brekelle DiTomaso

Controller

Karen Pad

MBA

Accounting Specialist

Erik Anderson

Staff Accountant

Tammy Leichtnam

Strategic Initiatives Partner

Cindy Gresham

Technology And Facilities Specialist

Teresa Harder

Technical Project Manager

Dani Rose Piper

Compliance Associate

Katie Rotach

JD

Executive Assistant | Investor Relations

Michelle Anstett

Executive Assistant | Premium Finance Support

Christine Belcher

Executive Assistant

Eastla Smith

Executive Assistant

Victoria Wilson

Receptionist

Danielle Stachnik

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