principals

  • - May, 2014

    Bio – PAUL SNIDER

    Paul Snider has served as Managing Director and President of Schechter Benefits Advisors since 1994. His vast knowledge of the employee benefits marketplace and health care legislation has enabled him to manage the health care costs for hundreds of organizations. In addition, he has built a broad knowledge base in the life insurance, disability insurance and 401K arena.

    Paul has been a member of the largest Blue Cross Managing Agency’s Agent Council group since 1996 and belongs to numerous other insurance council groups. Prior to joining our firm, he worked with the CPA firm of Kirschner, Hutton, and Shevin. He received his Bachelor of Arts with a specialization in accounting and finance from Michigan State University in 1987.

    Visit www.schechterbenefits.com

  • -

    Bio – Jason Zimmerman

    As one of the Senior Managing Directors and owners of Schechter, Jason Zimmerman is responsible for helping to define the strategic direction of the firm. Schechter is primarily focused in the areas of Life Insurance based planning solutions, Investment alternatives and Employee Benefits. He also manages relationships with referring and strategic partners such as insurance professionals, banks, CPA’s and money managers to help further grow our advanced life insurance planning area. In addition, Jason works directly with the firm’s clients and their advisors in the execution of sophisticated solutions in wealth accumulation and preservation, wealth transfer and charitable giving.

    Jason has earned designations that help clients with financial planning, income taxation, retirement planning, investments and estate planning. The designations are: The Chartered Life Underwriter (CLU) designation for professionals involved in the areas of estate planning and business succession planning; and the Chartered Advisor in Philanthropy (CAP) designation.

    Jason is a graduate of the University of Wisconsin – Madison and received a master’s degree in business administration with a concentration in finance from Fordham University in New York.

    Jason and his wife Rachel have three children and a dog and reside in Huntington Woods, Michigan. They are active in numerous community and charitable organizations.

     

  • -

    Bio – Marc Schechter

    Marc Schechter, Senior Managing Director brings an entrepreneurial background, drive and focus to Schechter.  Marc guides the firm in its goal to provide extraordinary financial counsel and service to high net worth families while becoming one of the most well-respected investment advisory firms in the country.

    Marc is active in sourcing and due diligence of many direct investments being considered and made by Schechter Private Capital (SPC).  He is also active in identifying many of the alternative funds allocated to by Schechter Investment Advisors (RIA) on behalf of clients.  Marc sits on the board of Industrious, an SPC investment in a co-working business changing the way corporate real estate is managed.

    Marc is a technical expert in the life insurance space and has been a catalyst for Schechter’s creative uses of life insurance that go well beyond traditional insurance for estate tax and protection purposes. Marc spends a significant amount time educating and partnering with investment advisors, banks, and insurance agents around the country to distribute Schechter capabilities and solutions broadly.   Marc has been invited to speak to numerous groups of financial professionals, CPAs, and attorneys.

    Mr. Schechter has been actively involved with many professional organizations throughout his career, including the Financial and Estate Planning Council of SE Michigan, NAIFA (National Association of Insurance and Financial Advisors), and AALU (Association for Advanced Life Underwriting. He served on the Partners Financial Advisory Board, an NFP-owned company.

    Marc plays an active role in many community organizations, including the Jewish Federation of Metro Detroit, the University of Michigan Greater Detroit Campaign Leadership Council, and the University of Michigan Pancreatic Center Advisory Board.

    Marc came to Schechter in 2002 with fifteen years of leadership, management, marketing and general business skills developed throughout his role as founder and CEO of Star Trax Meetings and Events and pulse220, a premiere corporate meeting and event management firm.  Mr. Schechter’s vision, and passion, catapulted pulse220 into becoming one of the country’s 500 fastest growing firms as recognized by INC. Magazine and he stayed active with the firm as a member of the board until the firm was recently acquired by global events firm George P. Johnson.

    Marc is a graduate of the University of Michigan and lives in Birmingham, Michigan with his wife Susie.



Sort by Year

  • All
  • 2018
  • 2017
  • 2016
  • 2015
  • 2014
  • 2013