Best Practice Series:
Strategic IR Planning April 03, 2024 11:00am - 12:30pm ET Virtual, Part 1 of 4

As managing director of Rivel Insights, Julie works to drive innovation and growth across the company’s investor relations-focused intelligence, advisory and research services.

Julie and the GuideLign team of experienced IROs work to optimize Rivel’s comprehensive solutions and insights to address questions, issues and challenges for our Board, C-Level and IRO clients.

Julie is also product leader for Rivel's TrendLign perception studies, advising clients how research can support critical decision making, planning and strategy. She works with boards and management teams to interpret study results and develop action steps that achieve maximum impact.

A seasoned executive, Julie brings 30 years of diverse experience in investor relations, corporate communications, corporate finance and accounting. Prior to joining Rivel, Julie worked for six publicly-traded companies, primarily as an investor relations officer in the health care sector. Julie also worked in equity research for five years covering a variety of retail names and began her career in Deloitte ‘s San Francisco retail and manufacturing audit practice.

Outside of work, Julie enjoys spending time with her husband and two sons. The family are avid travelers and outdoor enthusiasts whose adventures have included sailing in the British Virgin Islands.

Julie earned a bachelor’s degree in accounting with a minor in English and American literature from San Francisco State University. Honors include: being named to Institutional Investor’s All-American Executive Team for Best Investor Relations Professional in the Managed Care and Healthcare Facilities (2012); a National Association of REIT’s Silver Investor Relations CARE Award (2015); and receiving two Rivel 5.0 awards for her IR efforts while at Amerigroup — one for overall effectiveness of IR and one for management access.

As part of the GuideLign team of experienced IROs, Laura works to optimize Rivel’s comprehensive solutions and insights to address questions, issues and challenges for our Board, C-Level and IRO clients.

She is responsible for leveraging and enhancing IR best practices, perception studies and advisory services in her engagement with clients across various industries and market caps.

Laura brings 25+ years of experience building, leading and implementing award-winning investor relations and corporate strategies for Fortune 500, Russell 2000 companies, private companies and boards.

She joins Rivel after founding and running her own IR Advisory firm, High Touch Investor Relations, which provided high level financial communications and strategic analysis for international and domestic clients including Ubiquiti Inc., World Wrestling Entertainment, Inc., Harry Winston Diamond Corporation and others.

Laura is an advocate for the Arts, including her longtime involvement with the New York City Ballet. As a career professional and mother, she is passionate about mentoring youth and promoting the advancement of women and girls through her involvement in several charities with a focus on financial literacy. In her free time, Laura enjoys being with her daughters, Janie and Molly, and husband, Jamie.

Laura is a Stern Scholar and earned an MBA in finance and strategic marketing from NYU’s Stern School of Business. She earned her BS in accounting from Ithaca College. She is a Certified Public Accountant and holds an Investor Relations Charter designation. Laura also completed Harvard Business School's Executive Education program titled “Women on Boards: Succeeding as a Corporate Director” in 2018 and Columbia University’s Venture Capital and Private Equity mini-MBA in 2023.

Moriah is a leader and senior advisor with the GuideLign team of experienced IROs. She and the team deploy their industry know-how and Rivel’s tailored solutions to address questions, issues, and challenges for our management, board and IRO clients.

Moriah is responsible for enhancing IR best practices, leveraging research, and advisory services in her engagement with clients across various industries and market caps.

Moriah has built more than 25 years of business and legal experience, including more than 20 years in investor relations. She previously served as senior vice president at Financial Profiles, a boutique strategic communications firm, where she directed strategic investor relations programs for multiple client accounts across a range of industries, with a focus on technology. Her experience runs the gamut from investor targeting and outreach, to financial analysis and valuation, to earnings presentations, website development and tactical IR program execution.

Outside of work, Moriah enjoys biking, cross-country skiing and hiking near her home in Tahoe, Calif. She likes to travel abroad and is an avid reader who is especially fond of science fiction.

Moriah graduated with honors from Dartmouth College with a B.A. in sociology. She completed financial and accounting coursework at University of California Extension and is active with NIRI—currently the advocacy ambassador for the San Francisco chapter. She is a NIRI Fellow and had the honor of serving as the chair of the 2022 NIRI Annual Conference.

Cindi is a leader and senior advisor with GuideLign. She and our team of experienced IROs deploy their industry expertise and Rivel’s tailored solutions to address questions, issues and challenges for our C-level, board and IRO clients. Cindi is responsible for enhancing IR best practices for companies across industries and market caps.

Her 35+ year career includes over 20 years in investor relations and strategic communications, along with 15 years in investment banking.

Prior to joining Rivel, Cindi led investor relations for five publicly traded companies including Take-Two Interactive Software, Cablevision and Scientific Games, and also headed corporate communications in several of her roles. She brings extensive experience to clients seeking to improve their messaging, expand buy-side ownership and sell-side coverage, and develop and execute IR strategy. Additionally, she is adept at helping companies successfully navigate M&A and other financial transactions, as well as critical business challenges including proxy contests, shareholder activism, corporate crises, and leadership transition.

Outside of work, Cindi and her husband enjoy cooking, visiting wine regions, boardwalk strolls, and listening to audio books. Dedicated to her community, she serves on two boards, including the Turtle Bay Association, a non-profit community organization in Manhattan. She is also an active member of the NIRI New York chapter, where she served on the Board for four years and was honored as Chapter Volunteer of the Year in 2022.

Cindi holds an MBA from Harvard Business School and a BS in Finance and Accounting from Drexel University, where she graduated Valedictorian.