Denise is a senior member of our compliance group and is an active participant on our firm’s Compliance Committee. She serves as a chief compliance officer to our clients and helps set policies and procedures based on new, current regulations.
Denise has over 25 years of experience in the financial services industry. Prior to joining Cipperman, Denise worked at institutional investment manager AJO, where she held positions in accounting, portfolio implementation and compliance. In addition, she worked in various roles at PFPC, Delaware Investments and Mondrian Investment Partners.
Denise earned a B.S. in accounting and finance from LaSalle University. She is also a CFA (Chartered Financial Analyst®) Charterholder.
During her time away from CCS, Denise enjoys spending time with her husband and twin boys. She also enjoys travelling, hiking, cooking, and volunteer work.