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
Research Analyst Specializes in stock surveillance research Joined Innisfree in 2020 Previously at Cadent focusing on advanced TV advertising research B.S. in Finance and Information Technology at the Smith School of Business, University of Maryland
Specializes in the execution of efficient proxy solicitation campaigns, tender offers, and other friendly or contested extraordinary corporate events Joined Innisfree in July 2020 Previously at GCA Advisors LLC as the Senior Executive Assistant and Assistant Manager M.Ed. in International Development in Education, Newcastle University B.A. in Corporate Communications, Baruch College, CUNY
Analyst Specializes in stock surveillance Joined Innisfree in 2021 Previously at Wolfe Research, and at SVB Leerink focusing on equity research in the healthcare space, and Fisher Investments focusing on institutional portfolio analytics B.S.B.A. with a concentration in Finance, University of Colorado at Boulder, CFA® charterholder
Specializes in stock surveillance Joined Innisfree in 2020 Previously at Keefe, Bruyette, & Woods focusing on equity research in the payments and consumer finance sectors B.A. in Mathematics and Communications, Hamilton College
Specializes in coordination efforts amongst entities to facilitate smooth operations Joined Innisfree in 2017 B.S. in Communications, The College of New Jersey
Specializes in shareholder composition analysis and the identification of shareholder votes Joined Innisfree in 2018 Previously at Bloomberg LP focusing on shareholder activism B.A. in Labor and Employment Relations, Rutgers University
