Introduction

Jon Brady is a Wealth Associate at Schechter. Jon plays a critical role as a part of our Premium Finance group where he is the liaison between our clients, banking partners, and he helps manage our loan process. Jon actively researches and develops our premium finance programs and works on alternative lending solutions. In addition, he also dedicates part of his time to working with the wealth management team running illustrations, designing insurance solutions, and putting together proposals for prospects.

Jon joins Schechter from East West Bank, a private equity group in Massachusetts that specialized in customized debt solutions, where he served as a Senior Private Equity Credit Analyst. Prior to that, he was a Financial Analyst at Darling Consulting Group, a boutique asset-liability management-consulting firm, also in Massachusetts, which provides comprehensive solutions to financial & banking institutions.