Managing Director
JP Morgan
Chicago, IL
Danielle Montesano is a Managing Director in the ESOP Advisory Group at JP Morgan Chase and has more than 25 years of experience advising on ESOP-related matters. She advises business owners on capital strategies that grow and transition their business with an emphasis on financing and structuring transactions involving employee-owned securities, as well as the ERISA fiduciary and board governance considerations related to employee ownership. She currently serves as a board member for an ESOP owned company, holds a Juris Doctorate from Loyola University Chicago School of Law and is Series 79 and Series 63 FINRA licensed.
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Staying Ahead of the Curve: Questions Board Members Should Ask
Wednesday, April 16, 2025
1:15 PM – 2:15 PM MST