Denise Gaudet Kopchick

Head of Client Services

Denise formerly served as the CFO of a single-family office in CT where she managed the complex day-to-day operations of a multi-generational family. Denise was responsible for structuring wealth transfer vehicles, tax filings, general estate planning, annual compliance filings and cash management, including the funding of capital calls across the 300+ private investments.

Denise started her career at Ernst & Young on the financial services audit team before going to Bain Capital as the Corporate Controller.

Denise earned a B.A. in Economics/Accounting from the College of the Holy Cross.