M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Denise Holzer

Managing Director
Chatsworth Securities LLC
United States
LinkedIn profile link

Bio

Denise Holzer is the Managing Director at Chatsworth Securities LLC, a position she has held since April 2019. Based in the United States, Denise brings extensive experience in investment banking and wealth management.

Prior to her current role, she co-founded Crunchet in September 2018. Denise also served as a Private Wealth Management Advisor at Morgan Stanley from September 2005 to April 2018.

In addition to her executive roles, Denise is a member of the Board of Advisors for both Soulbound and Syndesis Health.

Denise's diverse background and leadership roles underscore her expertise in financial services and advisory capacities.

Tags

Investment Banking
Wealth Management
Financial Services
Health Technology
Startup Advisory

Experience

Chatsworth Securities LLC
Managing Director
2019-04-01
Crunchet
Co-Founder
2018-09-01

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