A Multi-Disciplined Team of Professionals

Managing Directors & Leadership

Marc R. Schechter

Chief Executive Officer

Aaron Hodari, CFP®, CIMA®

Managing Director | Chief Investment Officer

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein, MBA, CFA

Managing Director, Senior Advisor // Schechter Investment Advisors

Ilana K. Liss

Managing Director

Alan Slaughter

Director of Investment Services

Alfredo Risi

Alfredo Risi, MBA

Chief Operating Officer / Integrator

Gregg A. Michael

Gregg A. Michael

Managing Director, Institutional Partnerships

Nancy Hoag

Nancy Hoag

Vice President of Marketing

Andrew Dean, CFA®, CAIA®

Director of Client Insurance Services

Eric Donofrio

Chief Compliance Officer

Kelli VanSickle

Director of Accounting

Ulli Hildebrand

Ulli Hildebrand

Director of Strategic Initiatives

Sara Grech

Sara Grech

Director of Talent

Michael Weinberger

Chief Technology Officer

Wealth & Investment Advisors

Jason R. Zimmerman, MBA

Senior Advisor

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Paul Wehner

Paul Wehner, MBA

Senior Investment Advisor

Karen Scott

Karen Scott, MBA

Senior Investment Advisor

Joe Drozd

Joe Drozd, CFA®

Senior Investment Advisor

Ann-Marie Sandquist

Ann-Marie Sandquist

Senior Advisor

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

Investment Advisor

Anthony Chisolm

Investment Advisor

Jeff Vieder

Jeff Vieder

Wealth Advisor

Charlies Jones

Charlie Jones

Investment Advisor

Mara G. Shiffman

Wealth Advisor

Strategy & Solution Design Team

Jordan Smith, JD, LLM

Vice President, Advanced Design

Max Hunt

Vice President, Investments

Kevin Giganti

Insurance Design Manager

Jake Elias, CFP®, MBA

Senior Wealth Associate

Jon Brady

Senior Banking Associate

Brooke Miller

Brooke Miller

Insurance Design Analyst

Shannon Johnson

Shannon Johnson

Wealth Associate

Patrick Price

Patrick Price

Banking Associate

Shane Sesi

Shane Sesi

Banking Associate

Wade Hoag

Wealth Associate

Client Service Advisors

Lindsey Charette-Merrell

Manager of Client Services

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Bridget Veenema

Bridget Veenema, MBA

Senior Client Service Advisor

Sandra Scarcella

Senior Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Senior Client Service Advisor // Schechter Investment Advisors

Natalie Shannon, CFP®

Senior Client Service Advisor // Schechter Investment Advisors

Lameese Porada

Client Service Advisor

Lisa Sroczynski

Lisa Sroczynski

Client Service Advisor

Mary Goleniak

Jr. Client Service Advisor // Schechter Investment Advisors

Kylie Harig

Kylie Harig

Client Service Advisor // Schechter Investment Advisors

Maggie Williams

Maggie Williams

Jr. Client Service Advisor // Schechter Investment Advisors

Sharon Midura

Sharon Midura

Client Service Advisor // Schechter Investment Advisors

Lauren Wood

Lauren Wood

Client Service Advisor // Schechter Investment Advisors

Sara Rose

Jr. Client Service Advisor

Torrey Myrick

Client Service Advisor

Underwriting Advocates

Lisa McGee

Director of Underwriting

Therese Rasmussen

Senior Underwriting Case Manager

Todd Hoag

Underwriting Case Manager

Brekelle DiTomaso

Underwriting Case Manager

Adrienne Jensen

Adrienne Jensen

Underwriting Assistant

David Lendzian

David Lendzian

Underwriting Assistant

Implementation & Support Teams

Jon Corrigan

Jon Corrigan

Marketing Manager

Christine Belcher

Executive Administrative Assistant & I.T. Liaison

Michelle Anstett

Executive Assistant | Investor Relations

Dani Rose Piper

Dani Rose Piper

Technical Project Manager

Robyn Glasser

Robyn Glasser

Senior Accounting Project Manager

Melis Mandal

Multimedia Designer

Cindy Gresham

Strategic Initiatives Partner

Tina Truax

Executive Assistant/Assistant Manager

Erik Anderson

Erik Anderson

Accounting Specialist

Teresa Harder

Technology & Facilities Specialist

Alex Nunnamaker

Alex Nunnamaker

Investment Data Specialist

Tammy Leichtnam

Tammy Leichtnam

Accounting Assistant

Sharon Kurgan

Sharon Kurgan

Human Resources Generalist

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Deborah Moultrie

Deborah Moultrie

Receptionist

Schechter Benefits Advisors President

Paul M. Snider

President, Schechter Benefits Advisors