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Our Team

Chief Executive Officer

Marc R. Schechter

Managing Director | Schechter Investment Advisors

Aaron Hodari

,

CFP®, CIMA®

Wealth Advisor/Director of Retirement Plans

Kevin Beauchamp

Managing Director

Ilana K. Liss

Managing Director | Institutional Partnerships

Gregg A. Michael

Senior Wealth Advisor

Bradley K. Feldman

,

JD

Vice President | Senior Wealth Advisor

Clune J. Walsh, III

Wealth Advisor | Vice President of Strategic Partnerships

Joseph Opiela

,

CFA®

Wealth Advisor | Vice President of Strategic Partnerships

Jeff Vieder

Senior Case Design and Product Analyst

Jake Elias

,

CFP®, MBA

Vice President, Advanced Design

Jordan Smith

,

JD, LL.M

Tax and Estate Planning Attorney 

Katie Coeyman

,

JD, LL.M

Director of Insurance Operations 

Kevin Giganti

Senior Case Design and Product Analyst

Nick Pratt

Senior Banking Associate

Patrick Price

Banking and Premium Finance Manager

Shane Sesi

Banking Associate 

Alex Belinsky

Manager of Client Services

Lindsey Charette-Merrell

Senior Client Care Professional 

Lisa Sroczynski

Senior Client Care Professional 

Lameese Porada

Client Care Professional

Adrienne Jensen

Director of Underwriting

Lisa McGee

Senior Underwriting Case Manager

Therese Rasmussen

Underwriting Case Manager

Todd Hoag

Underwriting Case Manager

Brekelle DiTomaso

Marketing Specialist

Melis Mandal

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