Specializes in supporting stock surveillance analysts and assisting in client shareholder base analysis, data analytics, and research Joined Innisfree in 2017 Previously at FactSet Research Systems focusing in Quantitative and Asset Management solutions B.S.B.A. in Finance and Accounting, Elon University Martha and Spencer Love School of Business
Specializes in stock surveillance Joined Innisfree in 2018 Previously at S&P Global Ratings and Oppenheimer & Co. Inc. focusing on research in the reinsurance and infrastructure software sectors B.A. in Economics, SUNY Buffalo
Specializes in data analytics Joined Innisfree in 2017 Previously at CLS Bank focusing on strategy analytics B.S. in Finance & Economics, Pace University
Specializes in the execution of efficient proxy solicitation campaigns, tender offers, and other friendly or contested extraordinary corporate events Joined Innisfree in 2017 Previously worked at Broadridge Financial Services as a Client Service Representative and Market Specialist serving sub-custodian banks in 90+ global markets, including executing proxy voting in each of these markets B.A. in […]
Specializes in research, data analytics, and client presentations Joined Innisfree in 2010 Previously at Epiq Systems focusing on Chapter 11-bankruptcy solicitations, balloting, tender offers and rights offerings B.S. with concentrations in Economics and Business Administration & Management, The City College of New York
Solange Neitzel is the Administrative Director of Lake Isle M&A Incorporated, Innisfree’s wholly owned UK subsidiary. Ms. Neitzel provides administrative, research and business development support for the Company’s investor relations business in the UK and Europe. Ms. Neitzel joined the firm in 2002, having previously served as Office Administrator at LJH (London), a US-headquartered consultant, […]
As Innisfree’s Investor Engagement Manager, Mr. Pais advises on how best to engage with large investors, overseeing the development of target shareholder lists and prep materials, and liaising between clients and institutional shareholders to coordinate investor roadshow campaigns. Joined Innisfree in 2016 Previously at Ondra Partners and Citigroup focusing on valuation and financial modeling B.A. […]
Specializes in stock surveillance Joined Innisfree in 2016 Previously at Wells Fargo focusing on mergers & acquisitions analysis B.S. in Economics, University of Pennsylvania (The Wharton School) B.A. in East Asian Area Studies, University of Pennsylvania (College of Arts & Sciences)
Specializes in stock surveillance Joined Innisfree in 2016 Previously at Parker Global Strategies and Research Project Manager at Guidepoint Global focusing on research in the energy sector B.S. in Energy, Business, & Finance, summa cum laude, The Pennsylvania State University
Patrick J. Foley is a Director of Innisfree M&A Incorporated. Mr. Foley focuses on providing market analysis and shareholder base analysis for the firm’s clients. Prior to joining Innisfree, Mr. Foley was a portfolio specialist at World First Financial Services where he provided portfolio management services and investment advice to institutional clients and family offices, […]
