Specializes in stock surveillance Joined Innisfree in 2024 Previously at Johns Hopkins focusing on university development FP&A, PNC Bank focusing on retail and UHNW investment advisory services and Morgan Stanley focusing on institutional corporate reporting B.S. in Business Administration, Villa Julie College, CFA® charterholder
Specializes in stock surveillance research and data analytics Joined Innisfree in 2024 Previously at Wells Fargo, specializing in credit extension to private equity funds B.S. in Industrial and Labor Relations, Cornell University
Specializes in stock surveillance research and analysis of client’s shareholder base Joined Innisfree in 2024 Previously at Burkenroad Reports specializing in sell-side equity research B.S. in International Trade and Finance, Louisiana State University, and MBA with a concentration in Finance, Tulane University
Specializes in shareholder composition analysis and the identification of shareholder votes Joined Innisfree in 2024 Previously at A-CAP and Calex Partners specializing in investment reporting and mergers and acquisitions Education: B.A. in Business Management, Goucher College
Specializes in stock surveillance Joined Innisfree in 2024 Previously at Hilton Capital Management as an equity analyst for the small and mid cap product specializing in the technology, consumer and healthcare sectors. Prior to Hilton Capital, Ms. Baade was an equity research analyst at D.A. Davidson specializing in technology. B.A. in Economics and minor in […]
Specializes in stock surveillance research, shareholder base analysis, and data analytics Joined Innisfree in 2020 Previously at Eldridge Industries specializing in business strategy analytics and solutions B.B.A. in Finance and Data Science, Raymond A. Mason School of Business, William & Mary
Specializes in supporting Account Executives and the Proxy team Joined Innisfree in 2023 Previously at Broadridge Financial Services specializing in systematic enhancements to mitigate risk and streamline daily operations A.A. in Business, University of Phoenix
Specializes in the execution of efficient proxy solicitation campaigns, tender offers, and other friendly or contested extraordinary corporate events Joined Innisfree in 2023 Previously at Broadridge Financial Solutions specializing in managing the proxy voting process for Institutional, Trust, and Community Bank clients B.S. in Food Service Restaurant Administration, State University of New York, College at […]
Specializes in Stock Surveillance Research and Data Analytics Joined Innisfree in 2023 Previous experiences at The Baupost Group specializing in Portfolio Valuation/Accounting and at Bain & Co. working on Collaboration Technology B.S. in Computer Science and Business Administration with a concentration in Finance, Northeastern University
Specializes in stock surveillance Joined Innisfree in 2023 Previously at PNC Private Bank specializing in providing investment advice and portfolio management services to Ultra High Net Worth clients B.S. in Finance, B.S. in Supply Chain Management, University of Maryland, Robert H. Smith School of Business CFA® charterholder and Chartered Alternative Investment Analyst (CAIA)
