Leadership Overview
Chatham Financial has 10 executives leading key functions including strategy, operations, technology, finance, and administrative oversight.
Focused on delivering precision in debt management and interest rate risk mitigation, Chatham Financial empowers clients through sophisticated financial intelligence and specialized tools to navigate complex market volatility.
Focused on delivering precision in debt management and interest rate risk mitigation, Chatham Financial empowers clients through sophisticated financial intelligence and specialized tools to navigate complex market volatility.
Leadership Roles at Chatham Financial
Bill Milholen - President & Chief Executive Officer
Bill Milholen, the President & Chief Executive Officer at Chatham Financial, directs the overarching strategic vision for the firm. Milholen oversees the delivery of financial tools and intelligence designed to manage debt and interest rate risks for a global client base. By aligning corporate objectives with market demands, the President & Chief Executive Officer ensures the organization maintains a competitive edge in providing interest rate caps and yield maintenance solutions. Milholen drives the expansion of market rate updates and securities activities, fostering growth across North American and international markets. Through rigorous oversight of the firm's commitment to FINRA and SIPC standards, Bill Milholen guarantees operational integrity. This leadership role involves constant evaluation of the financial landscape to protect clients against rising rates on floating-rate debt. Ultimately, Milholen secures the long-term stability and market relevance of the firm.
Ben Marsden - Chief Financial Officer
Ben Marsden, the Chief Financial Officer at Chatham Financial, manages the fiscal health and capital structure of the organization. Marsden oversees the financial reporting, budgeting, and treasury functions that support the firm's specialized services in debt management and interest rate risk. Ben Marsden drives the financial strategy for the firm's securities activities, ensuring that all operations conducted through Chatham Financial Securities LLC and Hodes Weill Securities, LLC remain compliant with FINRA and SIPC regulations. By analyzing market trends and internal performance metrics, the Chief Financial Officer provides the insights necessary for the firm to navigate the complexities of fixed-rate loans and interest rate caps. Marsden coordinates with the executive team to allocate resources toward the development of new financial intelligence tools. This leadership role involves maintaining rigorous financial controls to support the firm's growth and stability. Through disciplined fiscal management, Marsden ensures the firm remains a trusted partner for clients seeking to mitigate financial risk.
Casey Irwin - Co-Chief Operating Officer
Casey Irwin, the Co-Chief Operating Officer at Chatham Financial, directs the internal operational scaling and service delivery frameworks. Irwin focuses on optimizing the processes behind the firm's interest rate risk management tools, ensuring that client-facing teams operate with maximum efficiency. Casey Irwin oversees the operational workflows for interest rate caps and yield maintenance services, driving improvements in how the firm delivers financial intelligence. By refining the internal systems that support market rate updates, the Co-Chief Operating Officer ensures that the firm maintains high standards of service quality. Irwin collaborates with other C-suite leaders to align operational capacity with the firm's strategic growth objectives in the financial services sector. This leadership role involves managing the day-to-day execution of business processes to support the firm's mission of protecting clients against market volatility. Through continuous process improvement, Irwin enhances the firm's ability to provide timely and accurate debt management solutions.
Mike Noonan - Co-Chief Operating Officer
Mike Noonan, the Co-Chief Operating Officer at Chatham Financial, manages the supply chain of financial intelligence and the logistics of securities operations. Noonan focuses on the regulatory and compliance-heavy aspects of the firm's operations, ensuring that all activities conducted through the firm's securities entities adhere to strict FINRA and SIPC guidelines. Mike Noonan drives the operational strategy for defeasance and prepayment penalty estimation services, ensuring that these complex financial products are delivered with precision. By overseeing the integration of market data into the firm's service offerings, the Co-Chief Operating Officer ensures that clients receive actionable intelligence for managing floating-rate debt. Noonan coordinates with the legal and compliance teams to mitigate operational risks across the firm's global footprint. This leadership role involves streamlining the delivery of specialized financial services to ensure consistent performance. Through rigorous operational oversight, Noonan supports the firm's reputation for reliability and technical expertise.
J. Chatham - President of Chathambilt Homes
J. Chatham, the President of Chathambilt Homes at Chatham Financial, leads the specialized division focused on residential development and construction finance. Chatham directs the strategic operations of this business unit, applying the firm's expertise in debt management and interest rate risk to the housing sector. J. Chatham oversees the development of financial models that help clients manage the costs associated with fixed-rate loans and construction financing. By integrating the firm's broader financial intelligence into the homebuilding process, the President of Chathambilt Homes ensures that clients receive comprehensive support for their capital projects. Chatham manages the relationships with key stakeholders and ensures that all construction-related financial activities align with the firm's commitment to precision and risk mitigation. This leadership role involves balancing the operational demands of homebuilding with the firm's rigorous financial standards. Through the application of specialized financial tools, Chatham drives the success of the firm's residential development initiatives.
Darryl Byrd - President & Investment Advisor
Darryl Byrd, the President & Investment Advisor at Chatham Financial, leads the firm's advisory services and investment strategy. Byrd directs the development of customized financial solutions that help clients manage debt and interest rate risks through sophisticated investment strategies. Darryl Byrd oversees the advisory team, ensuring that every client receives tailored intelligence for managing floating-rate debt and estimating prepayment penalties. By leveraging the firm's market rate updates and securities activities, the President & Investment Advisor provides clients with the insights needed to protect their portfolios against market volatility. Byrd coordinates with the firm's securities entities to ensure that all investment advice remains compliant with FINRA and SIPC regulations. This leadership role involves deep engagement with clients to understand their unique financial challenges and provide actionable solutions. Through the application of expert financial knowledge, Byrd supports the firm's mission of delivering high-value intelligence to help clients achieve their long-term financial goals.
Stephen Grenet - Chief of Staff
Stephen Grenet, the Chief of Staff at Chatham Financial, coordinates executive priorities and streamlines internal communication across all departments. Grenet manages the flow of critical information between the leadership team and the broader organization to ensure alignment with the firm's mission of providing debt management intelligence. Stephen Grenet facilitates the execution of strategic initiatives, particularly those involving the integration of financial calculators and market data services. By optimizing administrative workflows, the Chief of Staff enables the firm to respond rapidly to shifts in interest rate environments. Grenet monitors the operational efficiency of securities activities, ensuring that all internal processes support the firm's regulatory obligations. This role requires constant collaboration with the C-suite to refine business processes and enhance service delivery. Through meticulous planning and resource allocation, Grenet supports the firm's objective of helping clients mitigate prepayment penalties and manage fixed-rate loan risks effectively.
John DeGuenther - Chief Technology Officer
John DeGuenther, the Chief Technology Officer at Chatham Financial, architects the digital infrastructure that powers the firm's financial tools and intelligence platforms. DeGuenther oversees the development of specialized calculators for interest rate caps, yield maintenance, and defeasance, ensuring these digital assets provide accurate data for clients managing floating-rate debt. John DeGuenther drives the implementation of secure, scalable technology solutions that support the firm's securities activities and market rate updates. By integrating advanced analytics into the user experience, the Chief Technology Officer enables clients to estimate prepayment penalties with precision. DeGuenther manages the engineering teams responsible for maintaining high-availability systems that operate across global markets. This leadership role involves constant innovation to protect the firm's digital assets while ensuring compliance with industry standards. Through the deployment of robust software, DeGuenther directly impacts the firm's ability to deliver high-value financial intelligence to a diverse client base.
Perla Bernstein - Investment Banking Chief of Staff
Perla Bernstein, the Investment Banking Chief of Staff at Chatham Financial, coordinates the strategic initiatives within the firm's investment banking and securities divisions. Bernstein manages the operational alignment between the firm's advisory services and its securities activities, ensuring that all client engagements meet the firm's high standards for financial intelligence. Perla Bernstein drives the execution of complex projects related to debt management and interest rate risk, facilitating communication between the investment banking teams and the executive leadership. By streamlining the administrative processes that support the firm's securities entities, the Investment Banking Chief of Staff enables the firm to deliver specialized solutions for yield maintenance and defeasance more effectively. Bernstein monitors the progress of key investment banking mandates, ensuring that resources are deployed to meet client needs in a volatile market. This leadership role involves managing the intersection of regulatory compliance and business development. Through meticulous coordination, Bernstein supports the firm's objective of providing comprehensive financial risk management.
Becky O'Loughlin - Chief Administrative Officer
Becky O'Loughlin, the Chief Administrative Officer at Chatham Financial, directs the firm's corporate infrastructure and human capital strategy. O'Loughlin oversees the administrative functions that support the firm's mission of providing financial intelligence and debt management tools. Becky O'Loughlin drives the development of internal policies that foster a culture of excellence and compliance, ensuring that the firm's workforce remains aligned with its core values. By managing the firm's facilities and administrative resources, the Chief Administrative Officer creates an environment conducive to the delivery of specialized financial services. O'Loughlin coordinates with the executive team to ensure that the firm's organizational structure supports its growth in the financial services industry. This leadership role involves overseeing the firm's commitment to operational excellence and professional development. Through the management of corporate services, O'Loughlin ensures that the firm has the necessary support systems to help clients navigate interest rate risks and manage their debt portfolios effectively.
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