WHY WE ARE DIFFERENT
As with every professional services firm, it is the people you work with on a daily basis that make the difference. Our advisory work is an outgrowth of both our individual experiences and the collegial atmosphere in which we work together to achieve the best solutions for our clients.
AdvisIRy Partners was founded to be at the leading edge of today's capital market trends. This means we are structuring programs for clients that anticipate the continued contraction of the sell-side, the continued flow of investment funds to ETFs and other indexed financial products and the extension of MiFID II from Europe to North America and other markets. By bringing together talented professionals who have a broad base of investment community relationships, we are helping clients prepare for the future while effectively executing in the present.
Lynn specializes in advising C-Suite executives and board members on corporate positioning and strategic and investor-related communications. She is known for her ability to anticipate potential stakeholder issues and develop strategies to address them. One of the most experienced thought leaders in investor relations advisory, Lynn began her career as a credit analyst and moved into institutional sales prior to co-founding Morgen-Walke Associates. Upon its sale to a private equity firm, M-W was the largest independent investor relations firm in the U.S. with offices across the country and in Europe. Through her long-standing experience in working with public and pre-public companies, Lynn has developed a broad network of relationships on both the buy-and sell-sides, which she can tap to gain unique insights into industry trends and company-specific feedback. She has been quoted in the Wall Street Journal, New York Times and other publications and serves on the Board of Directors of Fedcap, a large not-for-profit that specializes in training and job placement for individuals with barriers to employment. Lynn received her B.A. degree from CCNY.
Trained in both finance and law, David Gold has a distinguished professional background. For nearly two decades, David was a top-ranked, Senior Equity Analyst at Sidoti & Company, the largest small-cap equity research boutique on Wall Street. His sector coverage included Business Services, Real Estate and IT Services. During his tenure, David arranged nearly 1,000 non-deal roadshows for companies under coverage and was regularly recognized in client votes by notable firms such as Fidelity, T. Rowe Price and Wellington Management. David has been quoted in the Wall Street Journal, the New York Times and BusinessWeek, among others.
David is a Chartered Financial Analyst (CFA) and a member of the CFA Institute. He holds a B.S. in Finance from NYU’s Stern School of Business and a J.D. from the Benjamin N. Cardozo School of Law. David has served as a board member of numerous charities for over 20 years and is vice-chairman of the Centurion Foundation, a non-profit supporting those in law enforcement and their families. David sits on the board of directors of Metropolitan Commercial Bank, a bank with over $1.5 billion of assets. He also sits on its audit, credit and asset recovery board committees. David holds the rank of Major in the New York Guard, Judge Advocate General (JAG) Unit.
Eric has more than 20 years’ experience as an equity research analyst in the asset management and investment banking industries and was one of the first analysts on Wall Street to focus on companies in the clean tech/sustainability market, including those in related industrial services sectors. Most recently Eric was an equity research analyst for Canaccord Genuity, a global investment banking firm, and prior to that was an equity research analyst for Adams Harkness, where he served on the firm’s Board of Directors until its sale to Canaccord. Previously, Eric was an equity research analyst for the investment banking firms of Robertson Stephens and First Albany and an equity research associate at State Street Research and Management. He is currently a member of the Board of Directors of Hudson Technologies (NASDAQ:HDSN). Eric graduated with a B.A. in Economics from Dickinson College.
Kathleen, a former equity analyst, has been providing investor relations services to consumer, oil & gas and “special situation” companies for several years, leveraging her extensive Wall Street background and investment community relationships to help us achieve results for clients. As a Senior Consultant, she has been particularly effective in advising on a host of topics surrounding IPO plans and support, building an effective IR function, and in providing RegFD and media training to clients. Prior to working in IR, Kathleen spent 20 year as a sell-side equity research analyst and Director of Research with Furman Selz Serfin, BT Alex Brown and Brean Murray. Kathleen has an A.A.S. degree in Criminal Justice, a B.S. degree in Business from Long Island University and attended New York University’s graduate school majoring in International Finance & Economics. Kathleen is a member of NIRI and was a founding member of Women in Energy.
Amy has over 20 years of domestic and international institutional sales and business development experience. Prior to joining ADVISIRY PARTNERS, Amy spent three years as a Director of International Corporate Access for Robert W. Baird & Co, where she was responsible for building the Uncovered International Platform from its inception. Under Amy's stewardship, the platform experienced exponential growth, introducing over 300 companies to the firm's corporate access platform and over 1,000 corporate meetings with institutional investors globally. Amy has participated in IR Magazine articles and hosted a webinar for the Investors Relations Society UK focused on International companies accessing the North American investor pool. Previously, she held sales and corporate access positions at Morgan Stanley, Execution-Noble, Banco Espírito Santo and Kaufman Bros. Amy served on the boards of Daxton's Fish, a non-profit in search of a cure for Neuroblastoma and Children's Day School, a non-profit preschool in Riverside, CT. Amy holds a B.A. in Psychology from the University of Delaware.
Viktoriia has a background in investor relations, corporate communications and media relations. Prior to joining the firm, she spent several years in investor relations and financial communications, working with U.S. and international public companies in the shipping, educational and government services, technology and financial sectors. In addition to strong analytical and project management skills, Vicky is an excellent writer and editor. Also, she has developed effective working relationships with top-tier reporters, and has secured positive coverage for clients in publications including The Financial Times, Forbes, The Wall Street Journal, Reuters, and The Los Angeles Times. Vicky earned a Master’s Degree in Communications from Iona College and is fluent in Ukrainian and Russian, and intermediate in Spanish.
Richard joined the firm in 2017. He graduated with a BS in Finance and is continuing his studies at New York University to obtain an advanced diploma in Data Analytics. Richard has strong financial analysis skills and is proficient in collecting any synthesizing information, using our proprietary databases, Bloomberg, Thomson, Nasdaq Surveillance and other research sources.