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, […]
Specializes in the execution of efficient proxy solicitation campaigns, tender offers, and other friendly or contested extraordinary corporate events Joined Innisfree in 2000 B.S. in Business Management, Pennsylvania State University
Specializes in stock surveillance Joined Innisfree in 2014 Previously at Leeb Capital Management and Factset Research Systems focusing on large cap equities Bachelor of Arts in Economics, Colgate University, CFA® charterholder
Specializes in stock surveillance, proxy campaign coordination and the analysis of clients’ shareholder base Joined Innisfree in 2013 Previously at GE Asset Management and Rocaton Investment Advisors focusing on investment performance and risk, and quantitative and qualitative analysis across all asset classes B.S. in Finance, Fairfield University
Specializes in stock surveillance Joined Innisfree in 2012 Previously at Thomson Reuters focusing on stock surveillance of REITs and other real estate companies B.S. in Management, Finance & Accounting, Tulane University, and CFA® Charterholder
Tyler Long is a Director of Innisfree M&A Incorporated. Mr. Long focuses on providing equity market and shareholder base analysis for the firm’s clients. He also heads the firm’s Richmond office. Prior to joining Innisfree, Mr. Long was an equity research associate at Davenport & Company where he provided sell-side coverage on the aerospace and […]
Specializes in stock surveillance Joined Innisfree in 2007 Previously at Gabelli Funds as a Registered Representative working in client relations B. S. in Political Science, New York University Kandidatexamen (Bachelor’s degree equivalent) in Economic History, Lund University, Sweden
Specializes in stock surveillance Joined Innisfree in 1998 B.A. in Economics, Columbia University
Lloyd Lefcourt is a Senior Director of Innisfree M&A Incorporated and head of the Bank Services Department. Mr. Lefcourt specializes in shareholder composition analysis and the preparation of vote or tender projections and in the identification of shareholder votes or tenders through bank and broker custodians. He is expert in back-office procedures and coordinates with […]
Jonathan E. Salzberger is a Managing Director of Innisfree M&A Incorporated. Mr. Salzberger advises companies and investors on shareholder activism, proxy solicitation, corporate governance issues, and shareholder engagement, with an emphasis on merger solicitations and proxy contests. Prior to joining Innisfree, Mr. Salzberger was a mergers and acquisitions attorney with Sullivan & Cromwell LLP, where […]
