Principals & Managing Directors

Principals & Managing Directors

Marc Schechter

Marc R. Schechter

Senior Managing Director & Principal

Jason Zimmerman

Jason R. Zimmerman, MBA, CLU, CAP

Senior Managing Director & Principal

Bernie Kent

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein

John Stein, MBA, CFA

Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

Ilana Liss

Ilana K. Liss

Managing Director

Aaron Hodari

Aaron Hodari, CFP®, CIMA®

Managing Director