Steve Santora is a relationship manager within the Investor Intelligence Group, also tasked with new business development with publicly-traded issuers and closed-end funds. Steve was previously with Alliance Shareholder Communications (ASH) and a competing firm in the mutual fund proxy solicitation space prior to rejoining Alliance Advisors in November 2021. He has over 15 years of experience in Mutual Fund Proxy solicitation where Steve has both sourced and managed many mutual fund proxies throughout his career. During his time in Mutual Fund Proxy, he led national business development efforts and managed large-scale call campaigns.
Including Mutual Fund Proxy, Steve brings over 35 years of capital markets experience including institutional equity trading and capital raising for emerging technology companies. His background brings a perspective to the team which greatly assists in identifying shareholder trading flow. Steve maintains a series 82securities license as a private placement representative as well as a series 63 and is a graduate of Syracuse University.