A Multi-Disciplined Team of Professionals

Managing Directors & Leadership

Marc R. Schechter

Managing Partner

Aaron Hodari, CFP®, CIMA®

Managing Director | Chief Investment Officer

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein, MBA, CFA

Managing Director, Senior Advisor // Schechter Investment Advisors

Ilana K. Liss

Managing Director

Alan Slaughter

Alan Slaughter

Director of Investment Services

Alfredo Risi, MBA

Chief Operating Officer / Integrator

Gregg A. Michael

Gregg A. Michael

Managing Director, Institutional Partnerships

Nancy Hoag

Vice President of Marketing

Andrew Dean, CAIA

Director of Client Insurance Services

Eric Donofrio

Chief Compliance Officer

Kelli VanSickle

Director of Accounting

Wealth & Investment Advisors

Jason R. Zimmerman, MBA

Senior Advisor

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Joseph Opiela, CFA

Wealth Advisor | Vice President of Strategic Partnerships

Prasad Mohan

Investment Advisor

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Colin Steinberg

Colin Steinberg

Investment Advisor

Anthony Chisolm

Anthony Chisolm

Investment Advisor

Jeff Vieder

Wealth Advisor

Strategy & Solution Design Team

Jordan Smith, JD, LLM

Vice President, Advanced Design

Max Hunt

Vice President, Investments

Kevin Giganti

Insurance Design Manager

Jake Elias, CFP®, MBA

Senior Wealth Associate

Demetrius Edwards, MBA

Investment Analyst

Jon Brady

Jon Brady

Senior Premium Finance Associate

Mara G. Shiffman

Premium Finance Associate

Shannon Johnson

Shannon Johnson

Wealth Associate

Client Service Advisors

Cheryl Bastian

Cheryl Bastian

Director of Client Service

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Sandra Scarcella

Senior Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Senior Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Senior Client Service Advisor

Natalie Shannon, CFP®

Senior Client Service Advisor // Schechter Investment Advisors

Lameese Porada

Client Service Advisor

Jill Loewe

Jill Loewe

Client Service Advisor

Lisa Sroczynski

Lisa Sroczynski

Client Service Advisor

Mary Goleniak

Jr. Client Service Advisor // Schechter Investment Advisors

Underwriting Advocates

Lisa McGee

Director of Underwriting

Therese Rasmussen

Senior Underwriting Case Manager

Todd Hoag

Underwriting Case Manager

Brekelle DiTomaso

Underwriting Case Manager

Implementation & Support Teams

Jodi Galperin, PHR

Director of HR and Administration

Jon Corrigan

Marketing Manager

Mark Swick

Mark Swick

Manager of Investment Technology

Christine Belcher

Executive Administrative Assistant & I.T. Liaison

Michelle Anstett

Executive Assistant | Investor Relations

Melis Mandal

Multimedia Designer

Motaz Alnakhalah

Senior Accounting and Business Intelligence Analyst

Dani Rose Piper

Technical Project Manager

Teresa Harder

I.T. Liaison | Executive Assistant

Wade Hoag

Investment Data Specialist

Cindy Gresham

Executive Assistant / Assistant Manager

Erik Anderson

Erik Anderson

Accounting Specialist

Tina Truax

Executive Assistant

Sara Rose

Investment Document Processing Specialist

Torrey Myrick

Courier | Office Assistant

Tammy Leichtnam

Accounting Assistant

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Schechter Benefits Advisors President

Paul M. Snider

President, Schechter Benefits Advisors