A Multi-Disciplined Team of Professionals

Principals & Managing Directors

Marc Schechter

Marc R. Schechter

Senior Managing Director & Principal

Jason Zimmerman

Jason R. Zimmerman, MBA

Senior Managing Director & Principal

Bernie Kent

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein

John Stein, MBA, CFA

Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

Ilana Liss

Ilana K. Liss

Managing Director

Aaron Hodari

Aaron Hodari, CFP®, CIMA®

Managing Director

Wealth & Investment Advisors

Prasad Mohan

Prasad Mohan

Investment Advisor

Kevin Beauchamp

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Brian D. Young, JD, CLTC

Wealth Advisor

Scott Diamond

Scott Diamond

Advisor

Alex Martin

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Strategy & Solution Design Team

Jordan Smith

Jordan Smith, JD, LLM

Vice President, Advanced Design

Joseph Opiela

Joseph Opiela, CFA

Director of Financial Planning

Andrew Dean

Andrew Dean

Associate Director

Jake Elias

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards

Demetrius Edwards, MBA

Investment Analyst

Brandon Tutak

Brandon Tutak

Investment Analyst

Client Service Advisors

Rena Ban

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Cheryl Bastian

Cheryl Bastian

Director of Client Service

Sandra Scarcella

Sandra Scarcella

Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Danielle Wimberley

Client Service Advisor // Schechter Investment Advisors

Cindy Irimescu

Cindy Irimescu

Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Lindsey Charette-Merrell

Client Service Advisor

Deborah McNeil

Deborah A. McNeil

Client Service Advisor

Dyana Prudhomme

Dyana Prudhomme

Client Service Advisor // Schechter Investment Advisors

Natalie Shannon

Natalie Shannon, CFP®

Client Service Advisor // Schechter Investment Advisors

Underwriting Advocates

Lisa McGee

Lisa McGee

Director of Underwriting

Therese Rasmussen

Therese Rasmussen

Senior Underwriting Case Manager

Cyndy Hernandez

Cyndy Hernandez

Senior Underwriting Case Manager

Jamila Harris

Jamila V. Harris

Underwriting Assistant

Implementation & Support Teams

Nancy Hoag

Nancy Hoag

Vice President of Marketing

Jodi Galperin

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Kelli VanSickle

Director of Accounting

Jon Corrigan

Jon Corrigan

Content Marketing Specialist

Melis Mandal

Melis Mandal

Marketing Assistant

Christine Belcher

Christine Belcher

Executive Assistant

Motaz Alnakhalah

Motaz Alnakhalah

Accounting Specialist

Dani Rose Piper

Dani Rose Piper

Licensing and Contracting, CRM Operation Administration

Michael Portelli

Michael Portelli

Accounting Specialist

Cindy Gresham

Cindy Gresham

Executive Assistant / Assistant Manager

Michelle Anstett

Michelle Anstett

Executive Assistant

Tina Truax

Tina Truax

Executive Assistant

Lameese Porada

Lameese Porada

Front Desk Receptionist

Kathy Kirksey

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Tammy Leichtnam

Tammy Leichtnam

Accounting Assistant

Schechter Benefits Advisors

Paul Snider

Paul M. Snider

President, Schechter Benefits Advisors