Firm

Management

CEO

Joseph has been an active leader in the shareholder communications, intelligence and advisory industry for both corporate issuers and mutual funds since 19

President

Prior to joining Alliance as the President, Jonathan was Executive Managing Director & Senior Vice President & Partner of a global proxy solicitation firm.

Chief Financial Officer

As CFO, Ben directs the company’s financial strategy and oversees accounting, financial planning and analysis, treasury, tax reporting/compliance, et al.

Chief Administrative Officer

Krystle Di Laura serves as the Chief Administrative Officer at Alliance and reports directly to the CEO on all financial matters.

Chief Technology Officer

Abe manages the proxy solicitation campaigns to retail investors for the corporate and mutual fund clients of Alliance Advisors.

Chief Operating Officer, US

Peter is the Chief Operating Officer, US at Alliance Advisors where he oversees the Proxy Solicitation Group and Proxy Contest/Mergers

Chief Strategy Officer

Domenick is Chief Strategy Officer at Alliance Advisors where he manages the day-to-day operations of the Proxy Solicitation Group.

President, Global Advisory Services

Reid Pearson is President, Global Advisory Services at Alliance Advisors and leads its corporate governance practice.

Chief Revenue Officer

Thomas Kies is Chief Revenue Officer at Alliance Advisors.

Executive Vice President & General Counsel

Jonathan is General Counsel at Alliance.

Chief Operating Officer, Alliance International

Timothy Marshall is Chief Operating Officer, Alliance International.

Senior Vice President, Marketing

Tracie Close is the Senior Vice President of Marketing at Alliance Advisors.

Senior Managing Director, Head of Canada

Matthew Fireman is Senior Managing Director, Head of Canada.

Founder, The Proxy Advisory Group

Bill Poudrier is the founder of The Proxy Advisory Group.

Chairman, Alliance Advisors, Australia

Murray Williams is the Chairman of Alliance Advisors, Australia.

Advisory Group

President, Global Advisory Services

Reid Pearson is President, Global Advisory Services at Alliance Advisors and leads its corporate governance practice.

Senior Vice President

Brian Valerio is a Senior Vice President in the Advisory Group at Alliance Advisors, where he advises C-suite executives and their advisors o

Managing Director

Jim began his career in corporate governance in 2008. In his current role at Alliance Advisors as Senior Managing Director of the corporate governance prac

Senior Vice President

Shirley Westcott is Senior Vice President in the Proxy Solicitation Group at Alliance Advisors since 2011 where she advises public companies on their corpo

Managing Director

Etelvina has been in the field of corporate governance since 2003 and has worked with issuers and institutional investors in the U.S. and several internati

Senior Vice President

Tyler Herka is a Senior Vice President in the Proxy Solicitation Group at Alliance Advisors. Working with corporate issuers, Tyler focuses on providing

Senior Vice President

Doug Young is a Senior Vice President in the Advisory Group with nearly 20 years of industry experience.

Vice President

Kelsey Serritella is a Vice President in the Proxy Solicitation Group at Alliance Advisors, where she assists clients with proxy solicitation matters, corp

Managing Director

Donald Cioffi is a Managing Director on the Corporate Governance Team at Alliance Advisors which focuses on solicitation strategy.

Managing Director

Stephen Freyman is a Managing Director at Alliance Advisors with a focus on corporate governance.

Managing Director, Head of Sustainability Advisory

Emmanuelle Palikuca is Managing Director, Head of Sustainability Advisory

Managing Director, Global Advisory Group

Michael Vogele is the Managing Director, Global Advisory Group

Proxy Solicitation

Senior Vice President

Tom Ball is a Senior Vice President in the Proxy Solicitation Group at Alliance Advisors. Tom is a recognized expert with extensive experience in corporat

Senior Vice President

Richard Ward is a Senior Vice President in the Proxy Solicitation Group at Alliance Advisors. Starting his career in 1998, Rich has worked on numerous diff

Senior Vice President

Jason Vinick is a Senior Vice President in the Proxy Soliciation Group at Alliance Advisors. Jason has worked in the proxy soliciation and corporate govern

Senior Vice President

Tyler Herka is a Senior Vice President in the Proxy Solicitation Group at Alliance Advisors. Working with corporate issuers, Tyler focuses on providing

Senior Vice President

Kerry is a Senior Vice President in the Proxy Solicitation Group at Alliance Advisors.

Senior Vice President

Thomas Cronin is a Senior Vice President of Proxy Solicitation at Alliance Advisors where he specializes in strategic consulting.

Vice President

Kelsey Serritella is a Vice President in the Proxy Solicitation Group at Alliance Advisors, where she assists clients with proxy solicitation matters, corp

Vice President

Melissa manages call campaigns to retail investors for Alliance’s corporate clients. Under her leadership Alliance contacts hundreds of thousands of indivi

Senior Analyst & Manager

Dakota Goerl is a Senior Analyst in the Proxy Solicitation Group and the manager of the support staff within the group. She supports the senior proxy execu

Analyst

Katelyn Golden is an Analyst in the Proxy Solicitation Group at Alliance Advisors where she supports senior proxy executives, focusing on N-PX research, ad

Analyst

Gabrielle (Gabi) is an Analyst in the Proxy Solicitation Group at Alliance Advisors where she works on vote projections, shareholder engagement and governa

Senior Associate

John C. Sanchez is a Senior Associate at Alliance Advisors, handling day-to-day operations and executive consultation with their ProxySolicitation Group.

Investor Intelligence

Senior Vice President & Head of Investor Intelligence

George Rubis joined Alliance Advisors as Senior Vice President & Head of Investor Intelligece in 2020. George has been tasked with leading the business an

Senior Vice President

John Hanlon is a Senior Vice President in the Investor Intelligence Group at Alliance Advisors and a new member to the Ownership Insight team

Senior Vice President

Jeffrey Nisenson is a Senior Vice President in the Investor Intelligence Group at Alliance Advisors. Jeffrey manages the day-to-day operations of the Owner

Senior Vice President

Frank is a Senior Vice President in the Investor Intelligence Group at Alliance Advisors and launched the firm's Market Surveillance/Activist Watch program

Vice President, Relationship Manager

Steve Santora is a relationship manager within the Investor Intelligence Group, also tasked with new business development

Vice President

Kevin Garcia is a Vice President in the Investor Intelligence Group at Alliance Advisors.

Vice President

Bernard Lopez is a Vice President in the Investor Intelligence Group at Alliance Advisors. Bernard is a seasoned professional who has over 20 years of Shar

Analyst

Shaquille is an Analyst in the investor intelligence Group at Alliance Advisors where he supports senior executives with ownership insight reports, trackin

Analyst

Sean is an Analyst for the Investor Intelligence Group at Alliance Advisors.

Proxy Logistics

Senior Vice President

Alyson Osenenko is a Senior Vice President in the Proxy Logistics Group at Alliance Advisors. In addition to managing the Proxy Logistics Group, Alyson pre

Assistant Vice President

Nadin Awad is a member of the Proxy Logistics Group at Alliance Advisors. Nadin assists clients strategically plan for successful shareholder meetings by d

Assistant Vice President

Jason is a member of the Proxy Logistics Group at Alliance Advisors. He manages operational functions for client shareholder meetings including printing, w

Vice President

Amanda is a Vice President in the Proxy Logistics Group at Alliance Advisors.

Assistant Vice President

Mark is a member of Proxy Logistics Group at Alliance Advisors and is responsible for managing operational tasks in preparation for client shareholder meet

Account Executive

Kelly is a member of the Proxy Logistics Group at Alliance Advisors where she conducts research and analysis for bid proposals while utilizing procedures t

Account Executive

Jennifer is a member of the Proxy Logistics Group at Alliance Advisors where she works with senior members of the team to manage operational functions for

Account Executive - Virtual Shareholder Meetings

Celia Hillman is a member of the Proxy Logistics Group at Alliance Advisors where she oversees the coordination of Alliance’s Virtual Shareholder (VSM) mee

Account Executive

Marissa assists in the coordination of Alliance’s Virtual Shareholder Meeting (VSM) program to facilitate fully virtual or hybrid virtual/in-person

Business Development

Senior Vice President

Lou Vega is a Senior Vice President in the Business Development Group at Alliance Advisors where he is responsible for account management and new business

Senior Vice President, Australia & New Zealand

Rory joins Alliance Advisors with 30+ years of experience providing best-in-class ESG, GRC, Business Intelligence, and Proxy solutions.

Vice President

Ben is a Vice President in the Business Development Group at Alliance Advisors

Vice President

John is also an active member of the Society for Corporate Governance, National Association of Corporate Directors (NACD) and the National Investor Relatio

Assistant Vice President

Rajni Tokas is a member of the Business Development Group at Alliance Advisors focusing on sales of the firm’s investor intelligence services. She was a te

Assistant Vice President

Monica is a member of the Business Development Group at Alliance Advisors focusing on sales of the firm’s service offerings.

APAC

Head of APAC Division

Ted leads at Alliance’s APAC Division, providing proxy solicitation, ESG consulting, shareholder identification and other services to public companies.

Senior Vice President of APAC Operations

Brendan Henry is Senior Vice President of APAC Operations.

Senior Vice President – Sales

Anthony oversees Business Development and Issuer Partnership Strategies for Asia-Pacific.

Vice President

Celine is a Vice President in the APAC Division at Alliance Advisors where she is responsible for sales and account management in the Asia-Pacific region.

Vice President of Client Solutions

As Vice President of Client Solutions, Weiwen has provided proxy solicitation and ESG advisory services to many public companies across all sectors in Asia

Vice President & Head of Investor Intelligence, Greater China

Race is Vice President and Head of Investor Intelligence for Greater China at Alliance Advisors, handling SID and surveillance for the region.

Vice President & Head of ESG Solutions for Greater China

Angus is Head of ESG Solutions for Greater China at Alliance Advisors, where he is responsible for constructing and providing ESG Solutions in the region.

Vice President & Head of Client Solutions for Greater China

Carey is Head of Client Solutions for Greater China at Alliance Advisors where she is responsible for client management in the Greater China region.

Operations

Senior Vice President IT

Ash has decades of technical experience in contact centers as well as fintech technologies.

Senior Vice President Retail Engagement

Gina Balderas is Senior Vice President for the Retail Engagement division at Alliance Advisors.

Assistant Vice President Client Management

Christine is Assistant Vice President for Client Management at Alliance Advisors.

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