Our Executive Team
Dan Laszlo
Chief Executive Officer
Dan joined Millennium Trust as Chief Financial Officer in 2016 and was named Chief Executive Officer in November 2022.
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Mike DiSimone
Chief Operating Officer
Mike is responsible for operations and individual client/member service across the business and unifying the retirement and custody services and consumer-directed benefits product teams.
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Erik R. Beck
Chief Commercial Officer
Erik is responsible to lead the growth, strategy, sales, relationship management and product development functions supporting our Retirement & Custody Services businesses.
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Michael Herman
Chief Technology Officer
Michael is responsible for firm wide technology functions, including systems integration, infrastructure, application development, and data security.
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John Perugini
General Counsel
John oversees the legal and compliance functions at Millennium Trust. He brings more than 20 years of legal experience to the firm.
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Karyn DeFalco
Chief People Officer
Karyn is responsible for supporting the company’s long-term growth strategy by recruiting and retaining top-tier talent, cultivating inclusion and diversity in the workplace, and focusing on employee engagement.
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Michelle Spellerberg
Chief Marketing Officer
Michelle is a growth marketing executive and digital customer experience expert with more than 20 years of experience leading transformative marketing and customer acquisition strategies that propel business growth and brand loyalty.
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Alan Taylor
Chief Accounting Officer and Interim Chief Financial Officer
Alan joined Millennium Trust in 2022 as Chief Accounting Officer and was named interim CFO in November 2022. Alan is responsible for finance, accounting, tax, payroll, audit, and reporting, among additional critical focus areas for the organization.
Meet Our TeamBoard Of Directors
Gary Anetsberger
Executive Chairman
Gary has over 40 years of experience in the financial services industry and oversaw the firm's client service, operations, information technology, and administration teams during a period of record growth. He was named CEO in March 2016 and retired from the position in November 2022.
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Azra Kanji
Partner, Abry Partners
Azra joined Abry in March of 2003. She has originated, supervised, been a board member of, and sold numerous companies during her career.
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James Scola
Principal, Abry Partners
James joined Abry in 2010. He has done diligence, supervised, financed, been a board member of, and sold numerous companies in Abry’s targeted sectors.
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Michael Cummings
Vice President, Abry Partners
Michael joined Abry in 2014. He has done diligence, supervised, financed, been a board member of, and sold numerous companies in Abry’s targeted sectors.
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Andrew Dodson
Managing Partner, Parthenon Capital Partners
Andrew Dodson joined Parthenon Capital Partners in 2005. He is an active investor in business services, financial services, insurance, software, and technology sectors.
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Mark Jung
Board Member and Advisor
As an independent board member and advisor, Mark helps companies identify opportunities to better serve their clients and grow. Mark currently serves as an independent board member and advisor to multiple companies including DataXu, InMar, SambaSafety, and Super League Gaming.
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