Danielle Montesano joined Duff & Phelps in 2018. She is a managing director in the Corporate Finance and ESOP/ERISA Advisory Services practice and is based in the Chicago office. 

Danielle has more than 20 years of experience working with corporate acquisition and sale transactions involving restructuring, valuing and financing public and private securities. She has expertise in matters involving corporate governance, valuation, ERISA, tax, regulatory compliance, executive compensation and employer securities.

Prior to joining Duff & Phelps, Danielle was an Executive Vice President in the Fiduciary Advisory Group at First Bankers Trust Services. Danielle began her career practicing benefit and tax law and developed an expertise in ERISA fiduciary matters associated with structuring, implementing and governing Employee Stock Ownership Plans across a variety of industry verticals.

Danielle holds a JD from Loyola University Chicago School of Law and a BS in Biology from Saint Mary’s College. She currently Chairs the Legislative and Regulatory Committee of The ESOP Association and is a member of the Advisory Board of Employee Owned S‐Corporations of America. She is a frequent speaker and is nationally recognized for her expertise.

 
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