The Schechter Team
A multi-disciplined team of experts, creating a concierge experience for you.
Our team includes JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA®charterholders, CFP® practitioners, and CIMA® consultants.
Marc Schechter
CEO
Gregg A. Michael
Managing Director, Institutional Partnerships
Kevin Beauchamp
Senior Director, Strategic Partnerships
Brad Feldman, JD, CLU®
Senior Wealth Advisor
Clune J. Walsh, III
Vice President, Senior Wealth Advisor
Eric Swanson
VP, Business Development – Institutional Partnerships
Jeff Vieder
Wealth Advisor, Vice President of Strategic Partnerships
Joseph Opiela, CFA®
Wealth Advisor, Vice President of Strategic Partnerships
Jordan Smith, JD, LL.M
Vice President, Advanced Design
Katie Coeyman, JD, LL.M
Tax and Estate Planning Attorney
Shane Sesi
Banking and Premium Finance Manager
Patrick Price
Senior Banking Associate
Alex Belinsky
Banking Associate
Steven Bentley
Banking Analyst
Kevin Giganti
Director of Insurance Operations
Isaac Kohls
Case Design and Product Analyst
Jake Elias, CFP®, MBA
Senior Case Design and Product Analysis
Nick Pratt
Senior Case and Product Analyst
Trevor Parton, CLU®
Case Design and Product Analyst
Lisa McGee
Director of Underwriting
Brekelle DiTomaso
Underwriting Case Manager
Therese Rasmussen
Senior Underwriting Case Manager
Todd Hoag
Underwriting Case Manager
Lindsey Charette-Merrell
Manager of Client Services
Adrienne Jensen
Client Care Professional
Danielle Stachnik
Client Care Professional
Lameese Porada
Senior Client Care Professional
Lisa Sroczynski
Senior Client Care Professional
Cindy Gresham
Manager of Business Development Operations
Karen Pad, MBA
Controller
Tammy Leichtnam
Staff Accountant
Dani Rose Piper
Technical Project Manager
Eastla Smith
Executive Assistant
Jennifer Hanna
Executive Assistant
Kshitija Perugu (KP)
Executive Assistant
Ilana K. Liss
Managing Director
Kate Schultz, M.A.
Director of Talent
Melis Mandal (Mel)
Designer, Marketing Specialist
