Bio

Denise understands a business from start-up through the complexities of managing and growing multiple companies. In addition to her financial knowledge base, she brings expertise in business planning, strategy, and oversight. Prior to joining Bigelow, Denise spent over fifteen years at the Liberty Lane suite of companies which included Liberty Lane Partners, Perspecta Trust, Liberty Lane Service Company, and their related entities. She held several professional roles in these companies including Chief Financial Officer, Treasurer, Compliance Officer, and Controller. In addition to being the COO, Denise also serves as the Chief Compliance Officer and Financial & Operations Principal of Bigelow Capital Securities, the registered broker-dealer. Denise began her career at the international accounting firm KPMG in Boston. She is a Certified Public Accountant and a member of the American Society of CPAs and the Massachusetts Society of CPAs. Denise serves as a Member of the Board of Trustees and Finance Committee Chair of Riverwoods, a non-profit continuing care retirement community. Denise earned a Bachelor of Arts in Economics and Accounting from the College of the Holy Cross. Denise is FINRA licensed Series 24, 28, 79, 99.