A Multi-Disciplined Team of Professionals

Managing Directors & Chief Officers

Marc R. Schechter

Senior Managing Partner

Aaron Hodari, CFP®, CIMA®

Managing Director

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

Alfredo Risi, MBA

Chief Operating Officer / Integrator

Eric Donofrio

Chief Compliance Officer

Wealth & Investment Advisors

Jason R. Zimmerman, MBA

Senior Advisor

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Joseph Opiela, CFA

Wealth Advisor | Vice President of Strategic Partnerships

Prasad Mohan

Investment Advisor

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Colin Steinberg

Colin Steinberg

Investment Advisor

Anthony Chisolm

Anthony Chisolm

Investment Advisor

Jeff Vieder

Wealth Advisor

Strategy & Solution Design Team

Jordan Smith, JD, LLM

Vice President, Advanced Design

Max Hunt

Vice President, Investments

Kevin Giganti

Senior Insurance Analyst

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards, MBA

Investment Analyst

Mara G. Shiffman

Wealth Associate

Shannon Johnson

Shannon Johnson

Insurance Data Analyst

Client Service Advisors

Cheryl Bastian

Cheryl Bastian

Director of Client Service

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Sandra Scarcella

Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Senior Client Service Advisor

Natalie Shannon, CFP®

Client Service Advisor // Schechter Investment Advisors

Lameese Porada

Client Service Advisor

Jill Loewe

Jill Loewe

Client Service Advisor

Lisa Sroczynski

Lisa Sroczynski

Client Service Advisor

Mary Goleniak

Jr. Client Service Advisor // Schechter Investment Advisors

Underwriting Advocates

Lisa McGee

Director of Underwriting

Therese Rasmussen

Senior Underwriting Case Manager

Todd Hoag

Underwriting Case Manager

Brekelle DiTomaso

Underwriting Case Manager

Implementation & Support Teams

Nancy Hoag

Vice President of Marketing

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Director of Accounting

Jon Corrigan

Marketing Manager

Mark Swick

Mark Swick

Manager of Investment Technology

Christine Belcher

Executive Administrative Assistant & I.T. Liaison

Michelle Anstett

Executive Assistant - Investor Relations

Melis Mandal

Multimedia Designer

Motaz Alnakhalah

Senior Accounting and Business Intelligence Analyst

Dani Rose Piper

Technical Project Manager

Teresa Harder

I.T. Liaison | Executive Assistant

Wade Hoag

Investment Data Specialist

Cindy Gresham

Executive Assistant / Assistant Manager

Erik Anderson

Erik Anderson

Accounting Specialist

Tina Truax

Executive Assistant

Sara Rose

Investment Document Processing Specialist

Torrey Myrick

Courier | Office Assistant

Tammy Leichtnam

Accounting Assistant

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Schechter Benefits Advisors

Paul M. Snider

President, Schechter Benefits Advisors