Monroe Financial Partners, Inc. has been serving financial institutions since 1968. The firm is managed by entrepreneurs who, like our clients, understand the risk and commitment required to build a business in a competitive market.

For more information on Monroe Financial Partners, Inc. and its people, please visit FINRA's Broker Check.

MANAGEMENT TEAM

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Dan Kanter
President
312 327-2530

 

Dan Kanter has served as President since he and his partners acquired Monroe in 2003. He also serves as a portfolio manager for Monroe’s asset manager affiliate, Siena Capital Partners. Prior to joining Monroe, Dan spent seven years investing in privately-held businesses with Ravenswood Capital, a private equity firm he founded. Dan began his career as an attorney at Mayer, Brown, Rowe & Maw representing clients in securities transactions and mergers and acquisitions. Dan earned a J.D. from Northwestern University and a Masters in Law and Diplomacy from The Fletcher School of Law and Diplomacy in 1992 and a B.A. from University of California at Berkeley in 1987.

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Greg Dingens
Head of Investment Banking
312 506-8752

 

Greg Dingens has over 25 years of investment banking experience. Before joining Monroe in 2006, he was Managing Director at Lehman Brothers. Prior to Lehman Brothers, he was at Merrill Lynch for 10 years where he was Managing Director and head of the M&A office in Chicago. He was also an associate and analyst at Credit Suisse First Boston. Greg earned a J.D. from Harvard Law School in 1992 and a B.A. from The University of Notre Dame in 1986, where he was a three-time Academic All-American football player.

 

Paula S. Johannsen, CFA
Managing Director
813 289-1154

 

Paula Johannsen leads the firm’s Tampa office. Prior to joining Monroe, Paula was a Managing Director of The Carson Medlin Company for eighteen years. Before joining Carson Medlin, she was a senior appraiser for a business valuation firm, appraising closely-held businesses. Paula began her career with the Federal Reserve Bank of Atlanta as a commercial bank examiner. She continued her work with financial institutions as an equity analyst covering banking for a regional investment banking firm. Paula is a graduate of the University of Tennessee, where she received a B.S. degree in business administration. She holds the Chartered Financial Analyst (CFA) designation and has been designated an Accredited Senior Appraiser (ASA) in business valuations by the American Society of Appraisers.

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Mike Shea
Head of Trading
312 506-8740

 

Mike Shea has been a trader with Monroe since 2000.  He serves as head of equity and preferred stock trading.

Mike earned a B.S. from the University of Rochester.


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Steven Schroeder, CFA
Managing Director, Institutional Sales & Trading
312 506-8743

 

Steven Schroeder joined Monroe’s institutional sales team in 2005. He interacts with bank management teams and investors across the country. Prior to joining Monroe, Steven managed a middle market commercial loan portfolio for Merrill Lynch Business Financial Services. His previous experience also includes work on the options trading floor of CBOE and CME as well as in private client wealth management with A.G. Edwards in St. Louis.