Firm
Management
Joseph Caruso
CEO, COO & Partner
Jonathan Duquette
President & Partner
Benedict Caiola
Chief Financial Officer
Krystle Di Laura
Controller
Abe Borad
EVP & Partner
Peter Casey
Chief Strategy Officer & Partner
Domenick de Robertis
EVP & Partner
Reid Pearson
EVP & Partner
Jonathan Gilbert
Executive Vice President & General Counsel
Timothy Marshall
Managing Director, EMEA
Tracie Close
Senior Vice President, Marketing
Matthew Fireman
Senior Managing Director, Head of Canada
Wiliam Poudrier
Founder, The Proxy Advisory Group
Murray Williams
Chairman, Alliance Advisors, Australia
Advisory Group
Reid Pearson
EVP & Partner
Brian Valerio, J.D.
Senior Vice President
Jim Miller CFA, CPA
Managing Director
Shirley Westcott
Senior Vice President
Etelvina Martinez
Managing Director
Tyler Herka
Senior Vice President
Douglas Young
Senior Vice President
Kelsey Serritella
Vice President
Proxy Solicitation
Thomas Ball
Senior Vice President
Richard V. Ward
Senior Vice President
Jason Vinick
Senior Vice President
Tyler Herka
Senior Vice President
Thomas Cronin
Senior Vice President
Kelsey Serritella
Vice President
Melissa Carlson
Vice President
Dakota Goerl
Senior Analyst & Manager
Investor Intelligence
George Rubis
Senior Vice President & Head of Investor Intelligence
John Hanlon
Senior Vice President
Jeffrey Nisenson
Senior Vice President
Frank E. Testa, CMT
Senior Vice President
Steve Santora
Vice President, Relationship Manager
Kevin Garcia
Vice President
Bernard Lopez
Vice President
Shaquille Tucker
Analyst
Proxy Logistics
Alyson Osenenko
Senior Vice President
Nadin Awad
Assistant Vice President
Jason Bubet
Assistant Vice President
Amanda Raimo
Assistant Vice President
Mark A. Figueroa
Assistant Vice President
Kelly Sferlazza
Account Executive
Jennifer Nieves
Account Executive
Celia Hillman
Account Executive - Virtual Shareholder Meetings
Business Development
Lou Vega
Senior Vice President
Rory Langman
Senior Vice President, Australia & New Zealand
Thomas Kies
Senior Vice President – Corporate Actions
Ben Kremers
Vice President
John DePinto
Vice President
Rajni Tokas
Assistant Vice President
Monica Ottenstein
Assistant Vice President
APAC
Ted Wallace, Esq.
Head of APAC Division
Celine Feng (馮欣宜)
Vice President
Weiwen Gu (顧瑋文)
Vice President of Client Solutions
Gilbert Tam (譚耀宗)
Vice President, Business Development, Hong Kong & China
Race Chan (陳鋭然)
Vice President & Head of Investor Intelligence, Greater China
Angus Chan (陳健朗)
Vice President & Head of ESG Solutions for Greater China
Carey Lo (勞嘉儀)
Vice President & Head of Client Solutions for Greater China