Managing Directors & Leadership

Managing Directors & Leadership

Marc R. Schechter

Senior Managing Partner

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

Alfredo Risi, MBA

Chief Operating Officer / Integrator

Alan Slaughter

Alan Slaughter

Director of Investment Services

Gregg A. Michael

Gregg A. Michael

Managing Director, Institutional Partnerships

Nancy Hoag

Vice President of Marketing

Andrew Dean, CAIA

Director of Client Insurance Services

Eric Donofrio

Chief Compliance Officer

Kelli VanSickle

Director of Accounting