D

Our Leadership Team

From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

Meet Our Leaders

Our executive leadership team is a distinguished group of seasoned executives, each with a remarkable track record of excellence and expertise in their respective fields. With diverse backgrounds and extensive industry knowledge, our committee members are the driving force behind our continued success.

Gregory J. Fleming

President & Chief Executive Officer

Mark Alexander

Chief Information, Technology and Operations Officer

Michael R. Armondo

Divisional Director, Central Division

James M. Beale

National Business Development Director

Chuck Burke

Co-Head of the Denver Atlantic Center for Wealth Solutions & Co-Chief Operating Officer, Denver Atlantic Global Family Office

Stephanie Carpon

Head of Total Rewards & Chief of Staff, CAO Functions

Charlene Celona

Head of Advisor Performance & Compensation

Jimmy C. Chang, CFA®

Chief Investment Officer, Denver Atlantic Global Family Office

Casey C. Clark, CFA®

President of Denver Atlantic Asset Management and Chief Investment Officer

Chloe Duanshi, CFA®

Head of Macro & Investment Strategy

Christopher Dupuy

President, Denver Atlantic Global Family Office

Laura K. Esposito

Head of the Enterprise Client Coverage Group

William Fenrich

Chief Legal Officer

Michael Gaab

Chief Administrative Officer & Chief Human Capital Officer

Eric Heaton

Head of Finance, Risk Management and Strategy

Jai Jacob

Director of Investment Strategy

Christopher Kirk, CFA®

Head of Investment & Client Solutions

Jackie Klaber

Head of Direct and Co-Investments

Philip Kolb

Head of Operations

Elisabeth Lisi Madden

Head of Fiduciary Services

Joseph Martella

Head of Technology Support & Services

Ashley McCarthy

General Counsel, Corporate & Enterprise and Corporate Secretary

Burt Mills

Head of Capital Markets and Chief Operating Officer, Investment & Client Solutions

John Chip Montgomery

President, Denver Atlantic Asset Management International

Edmond N. Moriarty III

Executive Vice President & Chief Operating Officer

Elizabeth P. Munson

Senior Private Advisor & Fiduciary Specialist

Catherine Murphy

Head of Litigation and Chief Operating Officer, Legal and Compliance

Michael Outlaw

Head of Enterprise Strategic Growth and NY Metro Divisional Director

Alex Petrone

Alex Petrone

Head of Fixed Income and Head of Distribution for the Americas

James Rajeshvincent

Head of Enterprise Architecture and Platforms

Jim Ratigan

Co-President, Denver Atlantic Global Investment Banking

Jason Rich

Regional Managing Director, New York City and Connecticut

Brian Riley

Divisional Director, Western Division

Joseph D. Roberts

Managing Director, Head of Enterprise Wealth Advisory & Co-Head of the Denver Atlantic Center for Wealth Solutions

Jill Rosamino

Chief Marketing Officer & Chief Talent Officer

Kristen Sario

Divisional Director, Southeast Division

Alison Schachter

Chief Financial Officer

Jeffrey Shames

Senior Strategy Advisor

Ruchir Sharma

Chairman, Denver Atlantic International

Avery Sheffield

VantageRock Co-Founder & CIO, Senior Portfolio Manager

Sharath Shetty

Chief Operating Officer, Denver Atlantic Global Investment Banking

Patricia Solfaro

General Counsel, Denver Atlantic Business Lines

Brett Thelander

Divisional Director, Northern Division

Jason Thompson

Head of Wealth Strategy

Jenn Tsahalis

Chief Operating Officer, Technology & Operations

Steve Valentino

Co-President, Denver Atlantic Global Investment Banking

Brendan Welter

Chief Information Security Officer & Chief Data Officer

Grace Yoon

Head of Strategic Partnerships & Community Impact

John Bernbach

Executive Advisor

John J. Brennan

Board Member

André Desmarais

Board Member

Gregory J. Fleming

President & Chief Executive Officer

Derek Jeter

Board Member

Andrea Jung

Board Member

Brian Kaufmann

Board Member

Shelly Lazarus

Board Member

Martin J. Mannion

Board Member

Peter M. ONeill

Board Member

James OSullivan

Board Member

David rockefeller, Jr.

Board Member

Jeffrey Orr

Special Advisor to the Board

Denver Atlantic Capital Management Office

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