Cotality Executive and Leadership Team

June, 2026

Leadership Overview

Cotality has 10 executives leading key functions including finance, technology, operations, human resources, international markets, information systems, enterprise solutions, brand communications, and company leadership.

Driven by a commitment to innovation, Cotality is dedicated to empowering clients with data-driven insights and building the foundation for millions of property decisions daily, delivering smarter, faster, human experiences.

Leadership Roles at Cotality

  • Chief Financial Officer - James Balas
  • Chief Financial Officer, International - Ashley Davies
  • Executive Vice President & Chief Operating Officer - Marian Szefler
  • President, Enterprise Digital Solutions - Devi Mateti
  • President - Jason Kingsley
  • Founder & President - Katie Ballard
  • Chief Technology Officer - Matthew Kjernes
  • Chief Human Resources Officer - Kendra Angier
  • Senior Chief Information Officer - Robert Frosell
  • Chief Brand & Communications Officer - Kristie Stegen
  • James Balas - Chief Financial Officer

    James Balas, the Chief Financial Officer at Cotality, directs all financial planning, accounting, and reporting functions. Overseeing the fiscal health of the organization, the Chief Financial Officer ensures robust financial strategies align with company objectives. This leadership role involves managing capital allocation, optimizing investment portfolios, and driving profitability through rigorous financial analysis. By maintaining strong relationships with investors and financial institutions, James Balas secures the necessary capital for growth initiatives. Ultimately, Balas strengthens the company's financial foundation, enabling sustainable expansion and market leadership. The Chief Financial Officer's oversight extends to risk management and compliance, safeguarding assets and ensuring adherence to regulatory standards. This critical function supports the company's mission of delivering smarter, faster, human experiences by providing the financial stability required for innovation and client service.
    James Balas

    Ashley Davies - Chief Financial Officer, International

    Ashley Davies, the Chief Financial Officer, International at Cotality, spearheads financial operations and strategic planning for global markets. Overseeing financial performance across all international regions, the Chief Financial Officer, International ensures fiscal discipline and drives revenue growth. This leadership role involves managing international accounting standards, foreign exchange risks, and cross-border financial transactions. By developing tailored financial strategies for diverse markets, Ashley Davies supports the company's global expansion and client acquisition efforts. Ultimately, Davies enhances the company's international market penetration, contributing to the delivery of smarter, faster, human experiences worldwide. The Chief Financial Officer, International's expertise is vital for navigating complex global financial landscapes and ensuring profitability in varied economic conditions, directly supporting the company's data-driven insights for international clients.

    Marian Szefler - Executive Vice President & Chief Operating Officer

    Marian Szefler, the Executive Vice President & Chief Operating Officer at Cotality, directs daily business operations and ensures seamless execution of strategic initiatives. Overseeing multiple departments, the Executive Vice President & Chief Operating Officer optimizes operational efficiency and resource allocation across the organization. This leadership role involves managing cross-functional teams to deliver on client commitments and enhance service delivery. By implementing best practices and driving process improvements, Marian Szefler ensures the company operates at peak performance. Ultimately, Szefler enables the delivery of smarter, faster, human experiences by streamlining operations and fostering a culture of excellence. The Executive Vice President & Chief Operating Officer's purview includes supply chain management, customer support, and internal systems, all critical to supporting the company's data-driven insights and property decision-making platforms.

    Devi Mateti - President, Enterprise Digital Solutions

    Devi Mateti, the President, Enterprise Digital Solutions at Cotality, leads the development and delivery of digital solutions for enterprise clients. Overseeing the entire lifecycle of digital product innovation, the President, Enterprise Digital Solutions drives the creation of platforms that provide data-driven insights. This leadership role involves managing product roadmaps, fostering cross-functional collaboration between engineering and business units, and ensuring client success with digital offerings. By focusing on user-centric design and technological advancement, Devi Mateti enhances the company's ability to deliver smarter, faster, human experiences to large organizations. Ultimately, Mateti strengthens Cotality's position as a leader in enterprise digital transformation, supporting millions of property decisions daily through advanced solutions. The President, Enterprise Digital Solutions's strategic direction is key to expanding market reach and client value.
    Devi Mateti

    Jason Kingsley - President

    Jason Kingsley, the President at Cotality, provides overarching leadership and strategic direction for the company's operations. Overseeing key business units and driving corporate strategy, the President ensures alignment with the company's mission to deliver data-driven insights and human experiences. This leadership role involves fostering a culture of innovation, guiding executive teams, and making critical decisions that shape the company's future. By championing the company's vision, Jason Kingsley empowers teams to achieve ambitious goals and enhance client value. Ultimately, Kingsley drives the company's growth and market impact, ensuring Cotality remains at the forefront of property decision-making technology. The President's comprehensive oversight is essential for navigating market dynamics and realizing the full potential of the company's offerings.
    Jason Kingsley

    Katie Ballard - Founder & President

    Katie Ballard, the Founder & President at Cotality, established the company with a vision to transform property decisions through data and technology. Overseeing the company's foundational principles and long-term strategic trajectory, the Founder & President guides its evolution. This leadership role involves instilling the core values that drive the creation of smarter, faster, human experiences and ensuring the company's mission remains central to all operations. By leveraging deep industry knowledge and entrepreneurial spirit, Katie Ballard continues to shape the company's innovative approach to data-driven insights. Ultimately, Ballard's enduring leadership ensures Cotality remains a pioneering force, empowering millions of people in their property decisions. The Founder & President's unique perspective is critical for maintaining the company's innovative edge and commitment to client success.

    Matthew Kjernes - Chief Technology Officer

    Matthew Kjernes, the Chief Technology Officer at Cotality, architects the company's technology vision and strategy. Overseeing all aspects of technological development and infrastructure, the Chief Technology Officer drives innovation in data analytics and digital solutions. This leadership role involves guiding the engineering teams in building scalable platforms that support millions of property decisions daily. By fostering a culture of continuous improvement, Matthew Kjernes ensures the company remains at the forefront of technological advancement. Ultimately, Kjernes enhances the company's ability to deliver smarter, faster, human experiences through cutting-edge technology. The Chief Technology Officer's responsibilities include managing cybersecurity, ensuring data integrity, and exploring emerging technologies to maintain a competitive edge. This strategic oversight is crucial for transforming raw data into actionable insights for clients.
    Matthew Kjernes

    Kendra Angier - Chief Human Resources Officer

    Kendra Angier, the Chief Human Resources Officer at Cotality, shapes the company's talent strategy and cultivates a high-performance culture. Overseeing all human capital functions, the Chief Human Resources Officer ensures the attraction, development, and retention of top talent. This leadership role involves designing competitive compensation and benefits programs, fostering employee engagement, and championing diversity and inclusion initiatives. By aligning HR strategies with business objectives, Kendra Angier supports the company's mission to deliver exceptional client experiences. Ultimately, Angier builds a strong organizational foundation that empowers employees to drive innovation and provide smarter, faster, human experiences. The Chief Human Resources Officer's responsibilities extend to organizational design, leadership development, and ensuring a positive and productive work environment, critical for supporting the company's growth and data-driven insights.
    Kendra Angier

    Robert Frosell - Senior Chief Information Officer

    Robert Frosell, the Senior Chief Information Officer at Cotality, directs the company's information technology infrastructure and cybersecurity posture. Overseeing the enterprise-wide IT systems, the Senior Chief Information Officer ensures the reliability, security, and scalability of all technology platforms. This leadership role involves managing IT operations, data governance, and the implementation of new technological solutions to support business objectives. By safeguarding sensitive data and ensuring system uptime, Robert Frosell enables the seamless delivery of data-driven insights and property decision-making tools. Ultimately, Frosell strengthens the technological backbone of the company, facilitating smarter, faster, human experiences for clients. The Senior Chief Information Officer's strategic vision is crucial for maintaining operational continuity and protecting the company's digital assets.

    Kristie Stegen - Chief Brand & Communications Officer

    Kristie Stegen, the Chief Brand & Communications Officer at Cotality, directs the company's brand strategy, public relations, and corporate communications. Overseeing all external and internal messaging, the Chief Brand & Communications Officer shapes the company's public image and reinforces its market position. This leadership role involves developing compelling narratives that highlight the company's mission and impact on property decisions. By ensuring consistent and impactful communication across all channels, Kristie Stegen enhances brand recognition and stakeholder engagement. Ultimately, Stegen strengthens the company's reputation, supporting the delivery of smarter, faster, human experiences through clear and authentic brand representation. The Chief Brand & Communications Officer's efforts are vital for communicating the value of data-driven insights and fostering trust with clients and partners.
    Kristie Stegen

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    Frequently Asked Questions Regarding Cotality Top Executives and Leadership Team

    Who leads Cotality?
    Cotality is led by James Balas (Chief Financial Officer), along with executives such as Ashley Davies (Chief Financial Officer, International) and Marian Szefler (Executive Vice President & Chief Operating Officer).
    Who is part of Cotality’s executive team?
    The executive team of Cotality includes leaders such as James Balas (Chief Financial Officer), Ashley Davies (Chief Financial Officer, International), Marian Szefler (Executive Vice President & Chief Operating Officer) and other senior executives.
    How many executives does Cotality have?
    Cotality has 10 executives leading key business areas.
    What roles are included in Cotality’s leadership team?
    The leadership team of Cotality includes roles such as Chief Financial Officer, Chief Financial Officer, International, Executive Vice President & Chief Operating Officer, President, Enterprise Digital Solutions, President.