Natalie Shannon

Natalie Shannon is an Investment Services Manager on the investment advisory team. She provides daily operational and administrative support to ensure that our clients receive the best service possible.

Natalie, a graduate of Michigan State University, comes to Schechter from Key Management Group, where she was an Outsourcing Analyst. She also has a CFP® certification.

In her free time, Natalie enjoys yoga, kayaking, and playing guitar. She also loves volunteering with her racing greyhound rescue group.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS

Our Team

Natalie Shannon