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Our Team

Chief Executive Officer

Marc R. Schechter

Managing Director | Chief Investment Officer

Aaron Hodari

,

CFP®, CIMA®

Chief Operating Officer

Alfredo Risi

,

MBA

Chairman, Schechter Investment Advisors | Senior Advisor

Bernie Kent

,

JD, CPA, PFS

Managing Director | Senior Advisor, Schechter Investment Advisors

John Stein

,

MBA, CFA®

Chief Compliance Officer

Florence Affatato

,

JD, LLM

Vice President of Schechter Private Capital

Phillip Adsit

,

CFA®, MBA

Director of Client Insurance Services, Finance & Accounting

Andrew Dean

,

CFA®, CAIA®

Director of Strategic Initiatives

Ulli Hildebrand

Director of Talent

Kate Schultz

,

M.A.

Chief Technology Officer

Michael Weinberger

Senior Director Strategic Partnerships

Kevin Beauchamp

Investment Advisor

Anthony Chisolm

,

CFP®

Wealth Advisor

Bradley K. Feldman

,

JD, CLU®

Investment Advisor

Charlie Jones

Managing Director

Ilana K. Liss

Wealth Advisor | Director of Independent Partner Development

Alex Martin

,

CIMA®

Managing Director | Institutional Partnerships

Gregg A. Michael

Senior Advisor

Prasad Mohan

Wealth Advisor | Vice President of Strategic Partnerships

Joseph Opiela

,

CFA®

Vice President of Strategic Partnerships 

Bob A. Ricks

Senior Advisor

Ann-Marie Sandquist

Senior Advisor, Director of Investment Services

Michael B. Schoffman

,

CFP®, CDFA®, CRPC®

Investment Advisor

Colin Steinberg

,

CFP®, CRPC® 

Wealth Advisor

Jeff Vieder

Advisor

Clune J. Walsh, III

Senior Investment Advisor

Paul Wehner

,

MBA

Senior Advisor

Jason R. Zimmerman

,

MBA

Banking Associate 

Alex Belinsky

Banking & Premium Finance Manager

Jon Brady

Senior Wealth Associate

Jake Elias

,

CFP®, MBA

Insurance Design Manager

Kevin Giganti

Wealth Associate

Wade Hoag

Senior Life Analyst

Kyle G. Mills

Senior Insurance Analyst

Nick Pratt

Banking Associate

Patrick Price

Banking Associate

Shane Sesi

Vice President, Advanced Design

Jordan Smith

,

JD, LLM

Client Service Advisor | Schechter Investment Advisors

Taryn Anderson

Investments Operations Manager | Schechter Investment Advisors

Rena Ban

Manager of Client Services

Lindsey Charette-Merrell

Client Service Advisor | Schechter Investment Advisors

Kylie Harig

Client Service Advisor | Schechter Investment Advisors

Sharon Midura

Client Service Advisor

Torrey Myrick

Client Service Advisor

Lameese Porada

Client Service Advisor | Schechter Investment Advisors

Sara Rose

Senior Client Service Advisor | Schechter Investment Advisors

Sandra Scarcella

Investment Services Manager | Schechter Investment Advisors

Natalie Shannon

,

CFP®

Senior Client Service Advisor

Lisa Sroczynski

Junior Client Service Advisor | Schechter Investment Advisors

Maggie Williams

Senior Client Service Advisor | Schechter Investment Advisors

Danielle Wimberley

Client Service Advisor | Schechter Investment Advisors

Lauren Wood

Client Service Advisor | Schechter Investment Advisors

Carolyn Gwizdz

Director of Underwriting

Lisa McGee

Senior Underwriting Case Manager

Therese Rasmussen

Underwriting Case Manager

Todd Hoag

Underwriting Case Manager

Brekelle DiTomaso

Underwriting Assistant

Adrienne Jensen

Underwriting Assistant

David Lendzian

Accounting Specialist

Erik Anderson

Executive Assistant | Investor Relations

Michelle Anstett

Courier/Office Assistant

Amy Barker

Executive Assistant | Premium Finance Support

Christine Belcher

Tax and Estate Planning Attorney 

Katie Coeyman

,

LL.M

Strategic Initiatives Partner

Cindy Gresham

Technology And Facilities Specialist

Teresa Harder

Executive Administrative Assistant

Kimberly Her

Investment Data Specialist

Keri Judice

Investment Services Assistant | Schechter Investment Advisors

Kathy Kirksey

Human Resources Generalist

Sharon Kurgan

Accounting Assistant

Tammy Leichtnam

Multimedia Designer

Melis Mandal

Investment Technology Manager

Alex Nunnamaker

Technical Project Manager

Dani Rose Piper

Investment Data Specialist 

Nicholas Richardson

Executive Assistant

Eastla Smith

Executive Assistant

Victoria Wilson

Senior Accountant

Karen Pad

,

MBA

Compliance Associate

Katie Rotach

,

JD

Receptionist 

Danielle Stachnik

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