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Our Team

Chief Executive Officer

Marc R. Schechter

Managing Director | Schechter Investment Advisors

Aaron Hodari

,

CFP®, CIMA®

Senior Financial Advisor  |  Schechter Investment Advisors 

Bernie Kent

,

JD, CPA, PFS

Senior Financial Advisor | Schechter Investment Advisors

John Stein

,

MBA, CFA®

Chief Operating Officer

Brian Mackey

,

CFA®

Director of Talent

Kate Schultz

,

M.A.

Wealth Advisor/Director of Retirement Plans

Kevin Beauchamp

Senior Investment Advisor

Michael B. Schoffman

,

CFP®, CDFA®, CRPC®

Investment Advisor

Anthony Chisolm

,

CFP®

Senior Wealth Advisor

Bradley K. Feldman

,

JD

Wealth Advisor | Director of Independent Partner Development

Alex Martin

,

CIMA®

Senior Investment Advisor

Prasad Mohan

Associate Advisor

Josh Schechter

,

JD, MBA

Senior Advisor

Ann-Marie Sandquist

Senior Investment Advisor

Paul Wehner

,

MBA

Investment Advisor 

Adam Blocki

,

CFA®, CFP­®

Senior Wealth Advisor

Jason R. Zimmerman

,

MBA

Vice President, Advanced Design

Jordan Smith

,

JD, LL.M

Tax and Estate Planning Attorney 

Katie Coeyman

,

JD, LL.M

Investment Operations Manager | Schechter Investment Advisors

Danielle Wimberley

Investment Operations Manager | Schechter Investment Advisors

Sandra Scarcella

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

Client Service Professional | Schechter Investment Advisors

Caitlyn O'Leary

Client Service Professional | Schechter Investment Advisors

Stefanie Jenkins

Investment Services Assistant | Schechter Investment Advisors

Kathy Kirksey

Investment Technology Manager | Schechter Investment Advisors

Alex Nunnamaker

Investment Data Specialist 

Teresa Harder

Investment Data Specialist

Keri Noto

Executive Assistant | Investor Relations

Michelle Anstett

Receptionist 

Eastla Smith

Receptionist 

Jennifer Hanna

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