Brian joined Rivel Research Group in 1994 and became president in 2000. Since then, he has guided the firm to become the largest global perception study provider.
He plays a crucial role in helping clients gain insight on corporate governance matters, C-Suite strategy and planning, activist threats and overall investor communications. In addition to implementing Rivel’s research strategy and focus, Brian is a frequent presenter to board members, management teams and communications professionals on how research can add value to an organization by building competitive advantage. He works closely with Rivel’s strategy team to insure that the aforementioned three groups understand how they are perceived among their key constituencies and what changes can be implemented to improve valuation.
Brian has authored several articles in business publications highlighting the power of conducting strategic research among global financial community audiences. Brian is a member of the regional board of advisors for Jumpstart, a national early childhood education program serving low income communities. He received a BS in Finance from Boston University.
Gene joined Rivel Research Group in 2000 becoming a senior member of the strategy team in 2004. During his tenure, Gene has been lead consultant on over 500 strategic investor perception studies, including project development, strategic analysis, senior management presentations and client consultations. Having become President in early 2019, Gene is now responsible for the growth and profitability of Rivel’s core business offerings while continuing to personally oversee 30 strategic investor perception studies annually.
Prior to his arrival at Rivel, Gene was managing principal of a regional brokerage firm in New York. Gene graduated from the Hofstra University School of Business.
Jim oversees and guides all the firm’s survey research activities including the Rivel Intelligence Council and custom studies in the investment community. These studies encompass landmark research programs among domestic and off-shore institutional investors, CEOs, hedge funds, proxy voters and IROs as well as retail registered representatives.
Jim has over 40 years’ experience in survey research, specializing in customer satisfaction and investor perception. He works closely with Rivel’s executive team analyzing and presenting study results to management teams and corporate boards. Prior to its integration into the global consulting firm Kantar, Jim worked for over 10 years at Yankelovich Partners, a pioneering leader in the marketing and social research field. He was an integral part of the firm’s business-to-business and consumer marketing research efforts for both syndicated and proprietary research projects. Jim was responsible for managing all of Yankelovich’s multi-sponsored research and worked closely with Art Rivel, Founder of Rivel Research Group, in the formulation of the research programs now conducted by Rivel.
Jim is a graduate of Tufts University, magna cum laude, and received a Master of Arts from George Washington University in Washington, DC.
Theresa rejoined Rivel in 2017, after having previously worked with the firm in the research function from 1995 through 2001. As Chief Productivity Officer, she is tasked with improving efficiency and quality throughout the organization. She works closely with the firm’s senior management and internal and external technology teams.
In between her tenures at RRG, she worked in the hedge fund space, building extensive management, investor relations, technology and operational experience. She graduated summa cum laude from Southern Connecticut State University in 1995 with a B.Sc. in Business Administration, and is a holder of the Chartered Financial Analyst and Financial Risk Manager designations.
Mike has been with Rivel since 1998, managing the day-to-day operational workflow schedule of our research department until January 2014, when he was named Chief Operating Officer. As COO, Mike is now responsible for managing several aspects of Rivel, including the firm’s finances, strategy and execution, business development, client retention, technology initiatives and human resources. He graduated from NYU’s Stern School of Business with a BS in Marketing and Management.
Barbara came to Rivel in 2000 after spending 14 years in retail operations and several years as an elementary school teacher. She implements and directs all company marketing, strategy and branding. Barbara is also the lead organizer for Rivel’s Executive Intelligence Council conferences, CXLign-Banking conferences, tradeshows and all investor relations-related events.
She graduated with a BA & BS from Southern Connecticut State University.
Claire is Rivel’s first representative outside the US. Based in London, she leads the development of Rivel’s business in the UK, Europe and Asia. As well as growing the business, Claire is a consultant on client projects where she is responsible for project development, strategic and presenting to senior management. She is also a regular speaker at investor relations events across Europe sharing insights on IR best practice.
Claire is also a board member of the UK’s IR Society and sits on the Society’s Best Practice Committee and Conference Committee. Claire has over 15 years’ sales and business development experience. Prior to arriving at Rivel, she was the International Sales Director at the leading investor relations publication and before this she spent 10 years in the legal market working with world’s leading law firms and in-house general counsel.
Steve has been with Rivel since 2001 and is a senior member of the strategy team. Steve works with the majority of Rivel’s healthcare, technology, and financial clients and manages close to 50 strategic investor perception studies annually.
Steve is a seasoned business executive with over 30 years of experience who understands many of the issues facing our corporate clients. Given his background, he spends much of his time analyzing how company-specific events can mandate the need for research. As an integral part of the strategy team, Steve is responsible for the analysis of clients’ data, providing context and direction for specific research projects.
He graduated from the University of Connecticut, where he obtained his BS majoring in chemistry and math. Prior to joining Rivel, Steve was President and CEO of New England Golf Supply.
Reid is responsible for the development and growth of Rivel’s research offerings. He came to Rivel in 2008 with a 25-year career in sales and business development.
Much of Reid’s career has been spent in the research industry starting with Gartner Group where he managed major relationships with a variety of top-ranked Wall Street investment banks then later with Guideline, where he led business development efforts across a variety of industry sectors.
Reid has spent a majority of his career developing customized solutions to address the unique needs of his clients. Reid graduated from Clemson University where he obtained a BS in Business Administration.
Dave is responsible for the development and execution of Rivel’s Corporate Governance Intelligence Council and board evaluation service on both a national and international level.
For Rivel Governance Council clients, Dave is the lead consultant for management teams and boards on all governance, engagement and disclosure matters. Dave consults with board members for the development and execution of custom board evaluations, including assessing the alignment of views with management and investment community.
Over a 20-year career, Dave has worked closely with hundreds of companies and their boards through a wide variety of corporate actions, proxy fights, annual and special meetings. Dave provides insightful, tailored corporate governance and advisory services to a broad range of companies and has organized and led dozens of high-profile engagements, aiding clients in all aspects of their shareholder analysis and engagement. He is a recognized industry expert in the areas of corporate governance, institutional activism, engagement and disclosure. Dave has been in the forefront of analyzing investor perceptions and interpretation of proxy issues and ESG matters, and assisting clients with all aspects of their year-round shareholder engagement and communication process.
Dave is active in the Society for Corporate Governance, NIRI and NACD and presents regularly at local, regional, and national events.
Previously Dave has been an Advisory Director at Argyle, Senior Vice President of AST Phoenix Advisors, Managing Director with Georgeson and was one of the founders of Laurel Hill Advisors.
Sean McCurdy, a Vice President at Rivel, has been with the company since 2013 and is responsible for the growth and expansion of Rivel’s research offerings.
In addition to business development, Sean is frequently invited to speak at various industry and IR conferences locally in New York, as well as regional or national events across the country.
Prior to rejoining Rivel, Sean was a wealth planning analyst at UBS, working alongside financial advisors to integrate financial planning into their everyday business practices and drive wealth management revenue through the planning process.
Sean graduated from The College of William and Mary with a BA in Psychology.
Sandi is responsible for the creation and execution of Rivel’s StoryLign division, which helps companies develop best-in-class investor communications. She works with companies worldwide of all sizes and industries to drive value by crafting a compelling investor story. Sandi has developed a unique and through process that uncovers and addresses investor knowledge gaps, and using the art of storytelling, her team produces customized presentations that are strategic and actionable.
Prior to joining Rivel, Sandi was the Senior Vice President of Investor Relations at Regions Financial (Fortune 500) for almost nine years, where she helped build a best-in-class IR program, managed investor days and created extensive external and internal financial messaging platforms. Prior to joining the Investor Relations team, Sandi was the Manager of Strategic Planning and Analysis and was responsible for the budgeting and forecasting process. Prior to joining Regions, Sandi was the Director of Finance for Books-A-Million in Birmingham, AL and held positions at Home Depot in Atlanta, GA.
Sandi earned an undergraduate degree in Accounting and an MBA in Marketing & Finance from Auburn University.
Bruce Paul is the Managing Director of Rivel CXLign – Banking and the inventor of the Banking Benchmarks, the world’s largest Branding and Customer Experience studies. The Benchmarks include over 4 million annual prospect and customer reviews of their financial institutions. Bruce formerly was the Global Head of the Financial Services practice at the Nielsen Company, the world’s largest market research company. He also previously led the US Customer Experience business for Greenwich Associates, a strategy consulting firm in Financial Services. In addition, he has held senior roles at Qualtrics and at IPSOS (formerly Synovate).
In those roles, he has worked with many of the leading banks and credit unions across the US and around the world. He has personally designed the Customer Experience and/or Market Research programs at 7 of the 15 biggest North American banks, and scores of smaller Community Banks.
In addition to being a Fulbright scholar, Bruce has degrees in Political Economy, Asian Studies, and Chinese from the University of California at Berkeley and the Chinese University of Hong Kong.
Tova is a transcriber and proofreader based in Rivel’s Westport office, working mostly with materials from the project directors. She transcribes interviews and proofreads a variety of materials, correcting any grammatical, typographical or compositional errors. Tova graduated from the University of Connecticut with a BA in Cognitive Science with concentrations in anthropology and mixed methods research.
Limor is a Director in Rivel’s Governance and Sustainability division and is responsible for advising clients on corporate governance and corporate responsibility matters.
Before joining Rivel, Limor was Senior Vice President and Assistant General Counsel, Head of Corporate Environmental and Social Governance at Regions Financial. Prior to Regions, she was a Senior ESG Analyst at Calvert Research and Management, the Head of US ESG Research at Institutional Shareholder Services (ISS) and worked at the US Environmental Protection Agency.
Limor is admitted to the Massachusetts and New York Bars and is a member of the Sustainability Accounting Standards Board (SASB) Financials Sector Standards Advisory Group. Limor received her BA in Environmental Studies from Brandeis University, JD in Environmental Law from the University of Maryland School of Law and MS in Sustainability Management from Columbia University.
Leonard conducts proactive client outreach for Rivel’s Executive Intelligence Council to develop and maintain the membership. He is readily available to clients as a source for answering member requests and gathering data from our library of reports to bring them a solution. Prior to joining Rivel, Leonard was an Account Executive for National Securities where he developed new business and managed retail client accounts. Leonard is a graduate of Sacred Heart University with a B.A. in Marketing.
Mario oversees the strategic planning and day-to-day operations of Rivel’s Executive Intelligence Council, including the Concierge support. He is involved in the planning and execution of the Council’s annual conferences and regional exchange meetings. Mario works closely with the operations team to develop questionnaires and plan future research for the Council conducted amongst investor relations professionals and the investment community. In addition to these responsibilities, Mario manages Pulse studies, develops questionnaires and works directly with clients to develop action steps. Mario is a graduate of the University of Connecticut with a BA in Economics.
Delia works in the Intelligence Council, assisting with member inquiries, weekly Rapid Action Research surveys and onboarding new Council members with access to the data available on the member website. Prior to joining Rivel, Delia spent several years working as a research analyst in the newspaper industry. She is a graduate of the University of Massachusetts with a BA in History.
Linda is responsible for the development of new product lines and growth of Rivel’s research offerings on both a national and international level. She brings 20 years of marketing, business development and sales training experience to the team.
Prior to joining Rivel, Linda was Chief Marketing Officer for GuardHill Financial Corp. She was responsible for all aspects of the company’s advertising and marketing strategies, which included setting the goals and deliverables of the department through to managing the budgets and brand management. She also oversaw corporate training & development, organized corporate & association workshops, high-level events, engagements, and key-note speakers.
Linda lives in Westport with her husband and two children. In her free time, she sings in a local band and is involved with local charities.
Nelson works with the marketing team in various roles, including logistical support in Intelligence Council conference preparation, updating Rivel’s internal contact database and corresponding with clients to ensure their needs are being met. Before joining Rivel, Nelson was an operations manager for Marriott International where he won Leader of the Quarter in 2013 and Associate of the Year in 2011. Nelson holds a Bachelors of Business Administration from Southern Connecticut State University.
Brian joined Rivel in 2006 and heads up the technology department, including website management, internal databases and internet functionality. Security and data privacy protection are his key areas of focus. In addition, he is continually exploring ways to deliver our data to clients more effectively using new technologies. Brian earned a BA from the University of Connecticut.
Jenn is responsible for Rivel’s industry-focused research activities among investor relations professionals and the institutional investment community, specifically managing the operational process, strategy and content. Jenn previously was Project Director, acting as primary liaison between Rivel and clients and overseeing all aspects of projects from start to finish. Jenn graduated magna cum laude from Central Connecticut State University with a BS in Marketing.
Dustin is the field manager for Rivel. He is responsible for monitoring and overseeing the fieldwork of studies, all while making sure deadlines are met and quotas are reached. Along with this, he manages our network of interviewers and handles the sample of potential respondents. Dustin’s previous experience was in market research where he managed the fieldwork for online consumer-based studies.
Dustin graduated from Western Connecticut State University with a degree in Marketing.
Brian Holden is an operational project director for Rivel Research Group, working closely with the Executive Vice President, strategy team and client in the development of the research initiative, questionnaire and respondent group. He oversees each project throughout its entire life cycle, specifically managing the field interviews, coding the data and creating final presentations. Brian holds a BA in English from Fairfield University.
Tom is responsible for the growth and development of Rivel’s research offerings. He brings to Rivel a highly unique skillset given his financial services background.
Prior to joining Rivel, Tom was an Associate at Emigrant Bank where he was responsible for the development and management of private client accounts. This included daily trading operations, managing liquidity and strategically investing in both fixed income securities and co-investment opportunities. He was also responsible for the day-to-day investing of the Bank’s short-term municipal auction rate portfolio.
Tom holds a B.A. in Economics with a minor in Mathematics from Villanova University.
Tina Kennedy is an operational project director for Rivel Research Group, working closely with the Executive Vice President, strategy team and client in the development of the research initiative, questionnaire and respondent group. She oversees each project throughout its entire life cycle, specifically managing the field interviews, coding the data and creating final presentations. Tina holds a MLS in Library Science from Southern Connecticut State University and a BA in English and Cinema Studies from Northeastern University.
Brechin is an operational project director for Rivel Research Group, working closely with the Executive Vice President, strategy team and client in the development of the research initiative, questionnaire and respondent group. She oversees each project throughout its entire life cycle, specifically managing the field interviews, coding the data and creating final presentations. Prior to joining Rivel, Brechin worked in legal compliance publishing as a proofreader. She earned her BA from Southern Connecticut State University.
Alon is responsible for the development and growth of Rivel’s research offerings on both a national and international level. He brings to Rivel a diverse Wall Street skill set having had roles on the buy side, sell side and investor relations.
Alon has worked with firms such as Drexel Burnham Lambert, UNX, and Ram Capital Resources LLC. Alon’s background has furnished him with a unique 360 degree perspective of the markets and has shaped his consultative approach with Rivel’s clients. Alon received a BA of Philosophy from Hobart College.
Alex is an operational project director for Rivel Research Group, working closely with the Executive Vice President, strategy team and client in the development of the research initiative, questionnaire and respondent group. She oversees each project throughout its entire life cycle, specifically managing the field interviews, coding the data and creating final presentations. Prior to joining Rivel, she worked as a recruiter as well as a paralegal at corporate law firms. Alex holds an MSc in International Relations from Royal Holloway, University of London and a BA in Political Science from the University of Connecticut.
Sara is a proofreader for Rivel Research Group, working mostly with materials from the project directors and the Executive Intelligence Council. She proofreads a variety of work, correcting any grammatical, typographical or compositional errors. Before joining Rivel, Sara held an editorial, proofreading and research position at Media Ventures, Inc. She holds a BA in English from Lyndon State College.
Bernadette provides administrative support within our Sales and Marketing team. She assists with scheduling meetings, conference calls and preparing materials for client meetings. Bernadette joined Rivel in 2016 and has an extensive administrative background supporting executives in many industries including financial services, marketing communications, recruiting and manufacturing.
Joe teams with Rivel’s project directors to draft executive presentations and final reports as well as assisting in analyzing and coding survey data. He also designs questionnaires, transcribes interviews, and edits interview transcripts at different parts of a project’s timeline. Joe graduated summa cum laude from the University at Albany with degrees in Business Administration and European History.
John Parker is based in Rivel’s London office. He is an experienced advisor having spent the past 30 years first with technology companies in Silicon Valley, and then with major financial institutions including Lehman Brothers, Salomon Brothers, ING Group, WestLB AG, Uralsib Capital and STJ Advisors. He has worked with early stage venture-backed entrepreneurs, pre- and post-IPO companies, and well-established listed companies, helping to improve investor engagement and create the highest sustainable stock price. John has run sales organizations where he has built teams from the startup stage, restructured underperforming teams and improved performance to reinvigorate growth. He has managed broker-dealer operations for US and UK registered firms with budgeting, compliance, operations and P&L responsibility. He has deep knowledge of and connectivity with institutional investors in the US and Europe.
Additionally, John has worked with private and public companies, assisting in debt and equity capital raising. He has helped companies in 30 different countries raise over $27 billion in over 130 transactions. During his career, John has worked and/or conducted business in the US, throughout Western Europe, Latin America, Russia, Ukraine, India and Singapore.
John has an economics degree from the University of California, Irvine and an MBA in finance from the Anderson School at UCLA.
Jenn is the lead project director for Rivel Research Group, working closely with the Executive Vice President, strategy team and client in the development of the research initiative, questionnaire and respondent group. Jenn oversees each project throughout its entire life cycle, specifically managing the field interviews, coding the data, creating final presentations and drafting executive summaries. Jenn graduated magna cum laude from Southern Connecticut State University with a BS in Journalism.
Claire Quinn is an analyst in Rivel’s Governance and Sustainability division. Working closely with the Managing Director in the Corporate Governance Intelligence Council, she conducts, designs, and implements a variety of corporate responsibility and governance research to provide custom consulting and advisory services for clients. Claire graduated cum laude from Gettysburg College with a BA in Political Science and Public Policy.
Noreen supports the marketing and sales functions at Rivel Research Group. She works closely with the Vice Presidents, assisting with generating agreements, coordinating meetings and conference calls, prepping materials for client meetings, sales database administration and accounting. Noreen joined Rivel in 2015 after several years of administrative experience in the Fairfield County area in industries such as custom software and hardware development, technology transfer and commercialization and corporate relocation. Noreen is a graduate of Katharine Gibbs School with an Associate’s degree.
Heidi Salem is an operational project director for Rivel Research Group, working closely with the Executive Vice President, strategy team and client in the development of the research initiative, questionnaire and respondent group. She oversees each project throughout its entire life cycle, specifically managing the field interviews, coding the data and creating final presentations. Heidi graduated magna cum laude from Quinnipiac University with a BS in Marketing.
Tina is a proofreader and transcriber at Rivel Research Group. Prior to joining Rivel, she worked in legal publishing as an editorial coordinator. She earned her BA from the University of Connecticut.
Nadine is a Consultant for Rivel. Nadine brings to Rivel many years of sales and business development experience. Prior to joining, she was a corporate account manager for NPR and before that was the vice president of development at Green Moon Productions, a Warner Brothers company. Nadine graduated from Purdue University with a degree in Communications and Media Studies.
Colin is responsible for the growth of Rivel’s research offerings. He brings to Rivel seven years of sales and business development experience. Prior to joining Rivel, Colin managed and grew territories for Fortune 500 companies. He graduated from the University of Connecticut, in 2008, with a degree in Communications.
Gregory Toye, Jr. is a senior analyst in Rivel’s Governance and Sustainability division. Working closely with the Managing Director, Greg conducts, designs and implements a variety of corporate governance and corporate responsibility research to provide custom consulting and advisory services for clients. He worked as a research intern at the John L. Weinberg Center for Corporate Governance and graduated from University of Delaware with a BS in Finance and minor in Economics.
Johanna Vossler works with Rivel’s Governance and Sustainability team as an analyst. Working closely with the Managing Director, she conducts, designs, and implements corporate responsibility and governance research to provide custom consulting and advisory services for clients. Johanna is a graduate of the University of Virginia with a B.A. in Global Sustainability and East Asian Studies.
Chris drives various aspects of Rivel’s communications strategy with an emphasis on tailored communications to key audiences, ranging from custom research clients, the investor relations industry and the financial community. His primary responsibilities are analyzing vast data sets, drafting full-scale reports based on the data, and writing executive summaries for CEOs and boardrooms of public companies. Chris also develops specialized insight that is used by C-suites, Boards, IR professionals and institutional investors to make decisions in their respective fields, via the research emanating from Rivel’s Executive Intelligence Council. As creative director, Chris manages all aspects of graphic design for Rivel’s brand and reporting.
Chris has spent over 20 years in the investment and marketing research field as a writer, editor and designer, 12 of which have been with Rivel where Chris previously held the Research Analyst and Project Director positions. Chris graduated from Dickinson College with a BA in Psychology.