Bill Schantz is the Founder & CEO of Mid Atlantic Financial, LLC in New Jersey. He manages multiple companies and his first company, Senior Settlements, LLC, was formed three decades ago and was the first company to introduce life settlements to the capital markets. His first transaction was with Bear Stearns for $150 million. He has worked with large investment banks, including Bear Stearns, Goldman Sachs, and Deutsche Bank. Mr. Schantz has also worked with leading accounting firms, such as Lewis $ Ellis and Deloitte, alongside top law firms that include Mayer Brown, Locke Lord and Clifford Chance. Since 1988, Bill Schantz has pioneered innovative programs and has remained an industry leader in life settlements. He has been part of several multimillion-dollar transactions and has led his team at Mid Atlantic through many phases of product development, restructuring, and growth. He has also structured life settlement investment funds that have made investing in life settlements available to investors outside of Wall Street. Mr. Schantz graduated from Villanova University. He has 5 children and 9 grandchildren. He recently celebrated his 40th wedding anniversary.
An accomplished financial executive, Bill Schantz draws upon more than four decades of experience. He has over two decades serving as Founder and CEO of Mid Atlantic Financial LLC in Maple Shade, New Jersey. Mid Atlantic Financial acts as an umbrella company for three other financial firms: Senior Settlements, Harper Financial, and Bedrock Capital Group. Under the direction of Bill Schantz, Mid Atlantic Financial has partnered with major law firms, accounting firms, and investment banks around the world.
Bill Schantz earned a political science degree from Villanova University before beginning his career in financial services. He served 18 years as district manager for the Independent Order of Foresters where he supervised a team of 60 financial sales representatives while consistently ranking as one of the top 10 salespeople in the company. In 1999 Mr. Schantz engaged Bear Stearns in a $150 million transaction that introduced the life settlement asset class to the capital markets and revolutionized the investment field.
An active member of his industry, Mr. Schantz belongs to the Life Insurance Settlement Association and regularly attends professional events related to structured finance. He is a big believer in giving back and he and his wife are involved with many charities such as Wills Eye Hospital, Noelle's light, Ronald McDonald, Missionaries of the Poor, March of Dimes, etc. Bill and Phyllis Schantz have recently made a gift to their church of $300,000.
Bill Schantz is the Founder & CEO of Mid Atlantic Financial, LLC in New Jersey. He manages multiple companies and his first company, Senior Settlements, LLC, was formed three decades ago
Expert
Manager
Bill Schantz served 18 years as district manager for the Independent Order of Foresters where he supervised a team of 60 financial sales representatives while consistently ranking as one of the top 10 salespeople in the company.
Expert
Accountant
Bill Schantz has also worked with leading accounting firms, such as Lewis $ Ellis and Deloitte, alongside top law firms that include Mayer Brown, Locke Lord and Clifford Chance.