The Schechter Team
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.
Marc Schechter
CEO
Kate Schultz, M.A.
Director of Talent
Ilana K. Liss
Managing Director
Kevin Beauchamp
Senior Director, Strategic Partnerships
Brad Feldman, JD, CLU®
Senior Wealth Advisor
Gregg A. Michael
Managing Director, Institutional Partnerships
Joseph Opiela, CFA®
Wealth Advisor, Vice President of Strategic Partnerships
Jeff Vieder
Wealth Advisor, Vice President of Strategic Partnerships
Clune J. Walsh, III
Vice President, Senior Wealth Advisor
Jordan Smith, JD, LL.M
Vice President, Advanced Design
Eric Swanson
VP, Business Development – Institutional Partnerships
Katie Coeyman, JD, LL.M
Tax and Estate Planning Attorney
Jake Elias, CFP®, MBA
Senior Case Design and Product Analysis
Kevin Giganti
Director of Insurance Operations
Nick Pratt
Senior Case and Product Analyst
Isaac Kohls
Case Design and Product Analyst
Trevor Parton, CLU®
Case Design and Product Analyst
Shane Sesi
Banking and Premium Finance Manager
Patrick Price
Senior Banking Associate
Alex Belinsky
Banking Associate
Steven Bentley
Banking Analyst
Lindsey Charette-Merrell
Manager of Client Services
Lisa Sroczynski
Senior Client Care Professional
Lameese Porada
Senior Client Care Professional
Adrienne Jensen
Client Care Professional
Danielle Stachnik
Client Care Professional
Melis Mandal
Designer, Marketing Specialist
Lisa McGee
Director of Underwriting
Therese Rasmussen
Senior Underwriting Case Manager
Todd Hoag
Underwriting Case Manager
Brekelle DiTomaso
Underwriting Case Manager
Karen Pad, MBA
Controller
Tammy Leichtnam
Staff Accountant
Cindy Gresham
Manager of Business Development Operations
Dani Rose Piper
Technical Project Manager
Eastla Smith
Executive Assistant
Kshitija Perugu (KP)
Executive Assistant
Jennifer Hanna
Executive Assistant, Receptionist
