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)
Jonathan L. Kovacs is a Director of Innisfree M&A Incorporated. Mr. Kovacs advises companies and investors on all aspects of shareholder engagement, focusing on proxy contests, shareholder activism, hostile and friendly acquisitions, contested shareholder meetings, corporate governance, ESG and other proxy solicitation matters. Prior to joining Innisfree, Mr. Kovacs was an attorney with Baker Botts […]
Specializes in the execution of efficient proxy solicitation campaigns, tender offers, and other friendly or contested extraordinary corporate events Joined Innisfree in 2022 Previously at Broadridge Financial Solutions, Inc. as a Senior Client Service Representative specializing in contested situations, bankruptcy related events, and mutual fund proxies/regulatory communications. B.S. in Business-Economics with a concentration in Finance, […]
Specializes in stock surveillance research and analysis of clients’ shareholder base. Joined Innisfree in 2021 Previously at Kroll Inc. specializing in bankruptcy administration for large public companies. B.A. in Economics and Statistics & Quantitative Modeling, Baruch College
Specializes in stock surveillance research and analysis of clients’ shareholder base Joined Innisfree in 2022 Previously at HHM specializing in examining accuracy of financial records B.A in Economics and Business Analytics, St. John’s University
Specializes in stock surveillance Joined Innisfree in 2022 Previously at Value Line, Inc. focusing on equity research in the financial services space, as well as managing a model portfolio consisting of conservative growth-oriented stocks. B.S.B.A. with a concentration in Finance and Business Economics, Fordham University
Specializes in stock surveillance Joined Innisfree in 2022 Previously at Value Line focusing on equity research in the transportation, tobacco, and cybersecurity sectors Bachelor of Arts in Political Science, Queens College, CFA® charter holder
