Managing Directors & Chief Officers

Managing Directors & Chief Officers

Marc R. Schechter

Senior Managing Partner

Jason R. Zimmerman, MBA

Senior Managing Partner

Aaron Hodari, CFP®, CIMA®

Managing Director

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein, MBA, CFA

Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

Ilana K. Liss

Managing Director

Eric Donofrio

Chief Compliance Officer