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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

Senior Managing Director  |  Senior Advisor, Schechter Investment Advisors 

Bernie Kent

,

JD, CPA, PFS

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.

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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®

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®

Investment Advisor

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 Advisor

Jason R. Zimmerman

,

MBA

Senior Case Design and Product Analyst

Jake Elias

,

CFP®, MBA

Insurance Design Manager

Kevin Giganti

Case Design and Product Analyst

Wade Hoag

Senior Case Design and Product Analyst

Nick Pratt

Banking Associate

Patrick Price

Banking Associate

Shane Sesi

Banking Associate 

Alex Belinsky

Vice President, Advanced Design

Jordan Smith

,

JD, LL.M

Manager of Client Services

Lindsey Charette-Merrell

Senior Client Care Professional 

Lisa Sroczynski

Client Care Professional 

Lameese Porada

Client Care Professional

Adrienne Jensen

Client Care Professional

David Lendzian

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 Harig

Client Service Professional | Schechter Investment Advisors

Sara Rose

Client Service Professional | Schechter Investment Advisors

Sharon Midura

Client Service Professional | Schechter Investment Advisors

Taryn Anderson

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

Wendy Ruffing

Investment Technology Manager | Schechter Investment Advisors

Alex Nunnamaker

Investment Data Specialist

Keri Judice

Investment Data Specialist 

Nicholas Richardson

Investment Services Assistant | Schechter Investment Advisors

Kathy Kirksey

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

Tax and Estate Planning Attorney 

Katie Coeyman

,

LL.M

Strategic Initiatives Partner

Cindy Gresham

Multimedia Designer

Melis Mandal

Technology And Facilities Specialist

Teresa Harder

Technical Project Manager

Dani Rose Piper

Compliance Associate

Katie Rotach

,

JD

Compliance Paralegal 

Czarina Lawson

Executive Assistant | Investor Relations

Michelle Anstett

Executive Assistant | Premium Finance Support

Christine Belcher

Executive Assistant

Eastla Smith

Executive Assistant

Victoria Wilson

Courier/Office Assistant

Amy Barker

Receptionist 

Danielle Stachnik
248.731.9500


111 E. Merrill Street, Suite 400
Birmingham, MI 48009

© 2023 Schechter

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Securities for Robert Schechter & Associates, dba as both Schechter Wealth and Schechter, offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

Check the background of this firm on FINRA's BrokerCheck.

View: Schechter Investment Advisors Form CRS

 

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