A Multi-Disciplined Team of Professionals

Principals & Managing Directors

Marc R. Schechter

Senior Managing Director & Principal

Jason R. Zimmerman, MBA

Senior Managing Director & Principal

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein, MBA, CFA

Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

Ilana K. Liss

Managing Director

Aaron Hodari, CFP®, CIMA®

Managing Director

Wealth & Investment Advisors

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Prasad Mohan

Investment Advisor

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Strategy & Solution Design Team

Jordan Smith, JD, LLM

Vice President, Advanced Design

Joseph Opiela, CFA

Director of Financial Planning

Andrew Dean, CAIA

Associate Director

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards, MBA

Investment Analyst

Client Service Advisors

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Cheryl Bastian

Director of Client Service

Sandra Scarcella

Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Senior Client Service Advisor

Dyana Prudhomme

Client Service Advisor

Natalie Shannon, CFP®

Client Service Advisor // Schechter Investment Advisors

Taryn Anderson

Client Service Advisor // Schechter Investment Advisors

Lameese Porada

Client Service Advisor

Underwriting Advocates

Lisa McGee

Director of Underwriting

Therese Rasmussen

Senior Underwriting Case Manager

Jamila V. Harris

Underwriting Assistant

Todd Hoag

Underwriting Case Manager

Implementation & Support Teams

Eric Donofrio

Chief Compliance Officer

Nancy Hoag

Vice President of Marketing

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Director of Accounting

Jon Corrigan

Content Marketing Specialist

Melis Mandal

Marketing Assistant

Christine Belcher

Executive Assistant

Motaz Alnakhalah

Senior Accounting and Business Intelligence Analyst

Dani Rose Piper

Licensing and Contracting, CRM Operation Administration

Cindy Gresham

Executive Assistant / Assistant Manager

Michelle Anstett

Executive Assistant

Tina Truax

Executive Assistant

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Tammy Leichtnam

Accounting Assistant

Chris Cornelius


Schechter Benefits Advisors

Paul M. Snider

President, Schechter Benefits Advisors