Chatham Financial Executive and Leadership Team

Bill Milholen, the President & Chief Executive Officer at Chatham Financial, directs the overarching strategic vision for the firm. Milholen oversees the integration of financial intelligence tools with client-facing advisory services to mitigate debt and interest rate risks. By aligning corporate objectives with market demands, the President & Chief Executive Officer ensures the organization maintains a competitive edge in the global financial landscape. This leadership role involves constant evaluation of market rate updates and securities activities to protect client interests against rising rates. Bill Milholen drives the expansion of service offerings, ensuring that the firm remains a leader in providing yield maintenance and defeasance solutions. Through rigorous oversight of organizational performance, the President & Chief Executive Officer fosters a culture of excellence and precision, ultimately securing long-term stability for the firm and the diverse client base served across international markets.

Ben Marsden, the Chief Financial Officer at Chatham Financial, manages the firm's fiscal health and capital allocation strategies. Marsden oversees all financial reporting, budgeting, and internal audit functions to ensure transparency and regulatory compliance. The Chief Financial Officer drives the financial planning necessary to support the firm's growth in debt management and interest rate risk services. By analyzing market rate updates and the performance of securities activities, the Chief Financial Officer provides critical insights that inform executive decision-making. Ben Marsden coordinates with the Board to maintain robust financial controls and optimize resource distribution across all departments. This role involves balancing immediate operational needs with long-term investment goals to sustain the firm's market position. Through diligent management of the balance sheet and financial risk, the Chief Financial Officer ensures that the organization remains well-positioned to deliver high-value financial intelligence to clients worldwide.

Casey Irwin, the Co-Chief Operating Officer at Chatham Financial, manages the internal operational scaling and service delivery models for the firm's advisory business. Irwin oversees the day-to-day execution of client engagements, ensuring that the firm's financial tools and intelligence are delivered with maximum efficiency. The Co-Chief Operating Officer drives the optimization of internal processes to support the firm's growth in managing debt and interest rate risks. By focusing on operational excellence, the Co-Chief Operating Officer ensures that teams are equipped to handle complex client needs, from yield maintenance to defeasance. Casey Irwin collaborates with other leaders to refine the firm's service delivery framework, ensuring consistency and quality across all regions. This role involves managing the operational infrastructure that supports the firm's market-leading position. Through strategic focus on process improvement and resource management, the Co-Chief Operating Officer ensures that the firm remains agile and responsive to the needs of the investment community.

Stephen Grenet, the Chief of Staff at Chatham Financial, coordinates executive operations and facilitates communication across the leadership team. Grenet oversees the execution of strategic initiatives, ensuring that all departments align with the firm's core mission of managing debt and interest rate risks. The Chief of Staff drives the operational rhythm of the C-suite, managing complex projects that span across advisory services and securities activities. By streamlining internal processes, the Chief of Staff enhances organizational efficiency and supports the firm's ability to deliver timely financial intelligence. Stephen Grenet acts as a central point of contact for key stakeholders, ensuring that strategic priorities receive the necessary focus and resources. This role involves managing high-level communications and fostering collaboration to achieve corporate objectives. Through meticulous planning and execution, the Chief of Staff ensures that the firm operates with agility and precision in a fast-paced financial environment.

John DeGuenther, the Chief Technology Officer at Chatham Financial, architects the digital infrastructure that powers the firm's financial calculators and intelligence platforms. DeGuenther oversees the development of proprietary software tools used for managing interest rate caps, yield maintenance, and defeasance. The Chief Technology Officer drives innovation in data processing, ensuring that clients receive accurate and real-time market rate updates. By leading the engineering teams, the Chief Technology Officer ensures that all technological solutions remain scalable, secure, and highly performant. John DeGuenther collaborates with other C-suite leaders to integrate advanced analytics into the firm's advisory services, enhancing the overall client experience. This role involves staying ahead of emerging tech trends to maintain the firm's competitive advantage in the financial services industry. Through continuous improvement of the digital ecosystem, the Chief Technology Officer supports the firm's commitment to providing precision and reliability in debt management.

Tim Savery, the Chief Information Officer & Chief Information Security Officer at Chatham Financial, manages the firm's information systems and cybersecurity posture. Savery oversees the protection of sensitive client data and the integrity of the firm's financial intelligence platforms. The Chief Information Officer & Chief Information Security Officer drives the implementation of robust security protocols to safeguard against digital threats in the financial sector. By managing the firm's IT infrastructure, the Chief Information Officer & Chief Information Security Officer ensures that all systems remain resilient and compliant with industry regulations. Tim Savery coordinates with technology teams to optimize data management and ensure the seamless delivery of financial tools. This role involves constant vigilance and proactive risk management to maintain the trust of clients and partners. Through the strategic deployment of information technology, the Chief Information Officer & Chief Information Security Officer supports the firm's mission to provide secure and reliable financial services.

Perla Bernstein, the Investment Banking Chief of Staff at Chatham Financial, manages the operational workflows within the firm's securities and investment banking divisions. Bernstein oversees the coordination of complex transactions, ensuring that all activities conducted through Chatham Financial Securities LLC and Hodes Weill Securities, LLC meet regulatory standards. The Investment Banking Chief of Staff drives the alignment of banking operations with the firm's broader debt management and interest rate risk strategies. By facilitating communication between banking teams and advisory groups, the Investment Banking Chief of Staff enhances the efficiency of service delivery. Perla Bernstein supports the leadership of the investment banking arm by managing key projects and ensuring that strategic goals are met with precision. This role involves maintaining rigorous oversight of operational processes to support the firm's market activities. Through effective management and coordination, the Investment Banking Chief of Staff ensures the success of the firm's securities and investment banking initiatives.

Becky O'Loughlin, the Chief Administrative Officer at Chatham Financial, manages the firm's administrative infrastructure and organizational support systems. O'Loughlin oversees human resources, facilities, and corporate governance functions to ensure a productive work environment. The Chief Administrative Officer drives the implementation of policies that support the firm's mission of providing financial intelligence and debt management services. By managing the administrative backbone of the organization, the Chief Administrative Officer ensures that all teams have the resources necessary to succeed. Becky O'Loughlin coordinates with the executive team to align administrative functions with the firm's long-term strategic goals. This role involves fostering a culture of operational excellence and ensuring that the firm's internal operations support its external advisory commitments. Through diligent management of administrative processes, the Chief Administrative Officer ensures that the firm remains a stable and efficient organization capable of delivering high-quality services to clients across the financial landscape.

Timothy Mitchell, the Managing Director at Chatham Financial, leads specialized advisory initiatives focused on complex debt management strategies. Mitchell architects bespoke solutions for clients navigating interest rate volatility, utilizing advanced calculators for yield maintenance and defeasance. The Managing Director drives engagement with institutional partners, ensuring that all financial tools align with current market rate updates. By overseeing high-stakes client portfolios, the Managing Director ensures that risk mitigation strategies remain robust and effective. Timothy Mitchell coordinates with internal teams to refine the delivery of financial intelligence, directly impacting the firm's ability to protect clients against floating-rate debt exposure. This role requires deep analytical rigor and a commitment to providing actionable insights that support informed decision-making. Through consistent focus on market trends and regulatory compliance, the Managing Director strengthens the firm's reputation as a trusted advisor in the financial services sector.

Kalen Van Maanen, the Managing Director at Chatham Financial, manages large-scale capital market operations and client advisory programs. Van Maanen focuses on the execution of interest rate hedging strategies, ensuring that clients effectively manage prepayment penalties and fixed-rate loan risks. The Managing Director drives the development of new financial intelligence products, tailoring these tools to meet the evolving needs of the investment community. By overseeing cross-functional teams, the Managing Director ensures seamless integration between advisory services and the firm's proprietary financial calculators. Kalen Van Maanen maintains a sharp focus on market dynamics, providing the necessary guidance to navigate complex financial environments. This leadership position involves fostering strong relationships with key stakeholders and ensuring that all advisory activities adhere to the highest standards of professional excellence. Through strategic planning and operational focus, the Managing Director supports the firm's mission to provide clarity and security in debt management.