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 research and the analysis of clients’ shareholder base Joined Innisfree in 2022 Previously at Crestwood Capital Management and Kemnay Advisory Services in New York, NY M.B.A. in Investment Management and Information Management Systems from Pace University, New York, NY B.A. in English from Lawrence University, Appleton, WI
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
