Doug is an Executive Director in the JP Morgan Chase ESOP Advisory Group, where he is dedicated to advising bankers and their clients on ESOP structures. Prior to joining Chase in 2024, Doug founded a nationwide ESOP banking practice for a large regional bank providing employee-owned companies with commercial financing, wealth management, and employer solutions.
Doug developed his knowledge of ESOPs while serving as the CFO of a diecast die manufacturer, a partial ESOP company located in the Midwest. He continued his ESOP involvement with Goelzer Investment Banking, performing ESOP valuations, feasibility studies, and other corporate advisory services. While at Goelzer, he received the American Institute of CPA’s Accredited in Business Valuation (ABV) designation. Doug graduated cum laude with a BA degree from DePauw University and an MBA from Indiana University’s Kelley School of Business. He is a CPA, a member of The ESOP Association’s Finance Committee, and a member of the National Center for Employee Ownership.