Bill Schantz

CEO and Owner in Moorestown, NJ

View my portfolio

A pioneer in the investment field, Bill Schantz studied political science at Villanova University before he embarked on a career that has spanned more than 40 years. He started as a sales agent for The Independent Order of Foresters, a not for profit fraternal insurance company, in 1978. Over the next 20 years, he managed a sales force of 60 financial product representatives while handling all aspects of recruiting, hiring, training, product development, licensing, compliance and budgeting for the district. At the same time he excelled in sales and ranked consistently in the top 10 throughout the company.

In 1998, he founded Senior Settlements, LLC, a NJ limited liability company established for the sole purpose of introducing life settlements, a new asset class, to the capital markets. A few years later he established Mid Atlantic Financial, LLC to serve as an umbrella company that oversees operations for Senior Settlements along with two other companies; Bedrock Financial, LLC; and Harper Financial, LLC. These firms concentrate in financial and insurance linked products. Schantz also acts as consultant for two life settlement funds located in Florida and California.

Bill Schantz has worked with some of the most distinguished investment banks, professional services firms, and law firms over the years, including global companies such as Deutsche Bank and Goldman Sachs. Among other pioneering accomplishments, he spearheaded a $150 million transaction with Bear Stearns that introduced life settlements as an asset class to the capital markets.

  • Work
    • Mid Atlantic Financial, LLC
  • Education
    • Villanova University