We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message

Treasury and Payments

Improve your working capital, reduce fraud and minimize the impact of unexpected disruptions with our treasury solutions—from digital portals to integrated payables and receivables—all designed to make your operations smoother and more efficient.

Learn more about our treasury solutions:

Commercial Real Estate

Get the strategic support to be successful throughout market and real estate cycles with insights, hands-on service, comprehensive financial solutions and unrivaled certainty of execution.

Learn more about our commercial real estate solutions:

International Banking

Global opportunities mean global challenges. But real success means understanding the local markets you serve—which is why we bring the business solutions, insights and market perspective you need. 

Learn more about our international banking solutions:

Employee Stock Ownership Plans

Access objective advice regarding the best solutions to meet your ESOP financing needs.

Danielle Montesano

Danielle Montesano

Managing Director, ESOP Advisory Group

Danielle Montesano is a Managing Director in the ESOP (Employee Stock Ownership Plan) Advisory Group. She has more than 25 years of experience advising on ESOP-related matters including financing, structuring, implementing, administering and valuing employee-owned securities in both public and private ESOP transactions. Her expertise focuses on transactional fiduciary and board compliance, governance and executive compensation.

Danielle began her career as an ERISA attorney and served as an institutional fiduciary for more than 15 years with two large national trust companies. Prior to joining J.P. Morgan, she was a Managing Director in the Corporate Finance Group at Kroll, formerly Duff & Phelps, where she advised ESOP companies on M&A and overall capital strategies. She also served as an expert fiduciary witness, providing analysis in lawsuits alleging ERISA fiduciary breaches by trustees and directors. She currently serves as a board member for ESOP-owned companies.

Danielle is a frequent speaker and is nationally recognized for her expertise. She was appointed as an ESCA (Employee Owned S Corporations of America) Advisory Board member. She is also a member of the ESOP Association, based in Washington, D.C., and was the past chairperson of the Legislative and Regulatory Committee and served on the Board of Governors.

Danielle holds a Juris Doctorate from Loyola University Chicago School of Law and is licensed by FINRA with a Series 79 and Series 63.

Get in Touch and Stay Informed