Managing Directors & Leadership

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 Howard

Director of Accounting

Ulli Hildebrand

Ulli Hildebrand

Director of Strategic Initiatives

Sara Grech

Sara Grech

Director of Talent

Michael Weinberger

Chief Technology Officer