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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®

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®

Director | Executive Benefits 

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 Wealth 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 

Teresa Harder

Investment Data Specialist

Keri Noto

Investment Data Specialist 

Nicholas Richardson

Multimedia Designer | Marketing Specialist

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

Technical Project Manager

Dani Rose Piper

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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