Highly Experienced and Motivated People

A creator and protector of culture, Brian sets and drives Rivel’s strategy, working to develop and maintain partnerships, company image and messaging. He also acts as Chief Growth Officer and mentor. Brian became President of Rivel in 2000, and since 2019 has served as the company’s Chairman and Chief Executive Officer. He has provided insight to over 100 boards and management teams on message positioning and is a frequent presenter on how organizations can maximize value by using research to build competitive advantage.

Brian has authored dozens of articles in industry publications and has been quoted in The Wall Street Journal on several occasions, as well as in IR Magazine, Institutional Investor, Q4 and others. Prior to joining Rivel, Brian worked on the NFL Today show at CBS Sports in New York.

He enjoys spending his free time with his wife and three daughters. An ardent sports fan, he is active on the basketball court and roots for the Knicks, Mets and Dolphins. Fun fact: Brian was a winning contestant on Wheel of Fortune.

Brian is on the board of advisors for Jumpstart.

He earned a BS in Finance from Boston University.

Gene has been with Rivel since 2000 and now manages the overall growth of company. While with Rivel, Gene helped to create Rivel’s renowned IR best practices program called GuideLign while overseeing approximately 800 investor perception studies and advising senior management teams and boards on strategic investor communications. Gene is also a frequent presenter and panelist at global investor relations meetings and conferences.

Prior to joining Rivel, Gene spent eight years brokering on Wall Street.

Much of Gene’s free time is devoted to School of Rock activities and his son’s rock & roll band, King Falcon.

He earned a BA in International Business from Hofstra University.

Theresa works on financial planning and analysis, joint ventures/partnerships, and enhancing the use of IT to improve efficiency and quality throughout the organization. In addition, she negotiates legal contracts and ensures the firm is in compliance with various global regulatory frameworks.

In between tenures at Rivel, she worked in the hedge fund space, building extensive management, investor relations, technology and operational experience. She is a holder of the Chartered Financial Analyst and Financial Risk Manager designations.

Theresa enjoys listening to live music, travelling, hiking, and sailing. She plays both the electric guitar and bass. She also enjoys yoga and meditation, and likes to read science fiction.

She graduated summa cum laude with a BS in Marketing from Southern Connecticut State University.

Barbara came to Rivel in 2000 after spending 14 years in retail marketing and operations and several years as an elementary school teacher. She leads the marketing, strategy, design, and branding efforts across all divisions of the company, ensuring a cohesive and impactful brand presence.

She is also the lead organizer for Rivel’s GuideLign Conferences and all global investor relations events.

Additionally, Barbara works closely with Brian Rivel and Dave Bobker to grow and train the consulting and marketing teams. She mentors colleagues in other departments to help them grow within the company by sharing her 24+ years of experience at Rivel.

Barbara loves spending time with family (including her dog Benny), cooking, and vacationing on the Gulf Coast of Florida.

She earned a BA in History and a BS in Education from Southern Connecticut State University.

As Executive Vice President, Dave oversees business development, manages Rivel's global revenue strategy, and leads consulting for the company's Governance and Sustainability division. With over 25 years of experience, Dave advises public companies on corporate governance, ESG (Environmental, Social, and Governance) strategies, and stakeholder engagement. Dave has a history of aligning business development efforts with market trends and investor priorities to drive revenue growth.

He has been at the forefront of analyzing investor perceptions, proxy issues, and sustainability matters, advising boards and management teams on optimizing stakeholder engagement, corporate disclosure, and governance frameworks. His expertise includes leveraging frameworks like SASB/IFRS, TCFD, GRI, SDGs, and other industry-specific standards to help organizations communicate and achieve sustainable growth and meet growing stakeholder and global regulatory demands such as CSRD.

Throughout his career, Dave has managed complex engagements, including corporate actions, annual and special meetings, and high-profile proxy campaigns. He collaborates with directors and counsel to design and execute tailored board evaluations that assess alignment on strategy, risk management, and corporate culture.

Before joining Rivel, Dave held senior leadership roles at firms such as Georgeson, Laurel Hill Advisory Group, AST Phoenix Advisors, and Argyle. He was the founder of Rivel’s Governance and Sustainability division. Beyond his professional pursuits, Dave serves on the advisory board for the School of Arts and Sciences at the New York Institute of Technology. He is a certified professional coach and former Olympic Development soccer coach. He enjoys spending time with his family, playing and coaching soccer, and a host of other sporting and outdoor activities.

Dave holds a BA in English from the New York Institute of Technology.

As head of research, Jim oversees all studies completed by Rivel and their analyses. He was instrumental in the establishment and guidance of Rivel through its early years and fundamental in the development of Rivel’s research methodologies and analytic approach, culture and code of integrity. He has and continues to play a key role in mentoring both consultant and operational staff in both analysis and communication of client recommendations and authors many of the company’s white papers, strategic briefings and articles in the business media. Prior to joining Rivel, Jim spent more than 10 years at the pioneering marketing and social research firm, Yankelovich, Skelly and White where his bond with Art Rivel was forged, leading ultimately to their future close collaboration.

Jim uses his free time for travel, sports, getting together with family and in pursuit of his love of history and politics. Some of his favorite reads include “Bury My Heart at Wounded Knee” by Dee Brown, “Team of Rivals” by Doris Goodwin and “The Sun Also Rises” by Ernest Hemmingway.

He graduated magna cum laude with a BA in History and Political Science from Tufts University, and earned his MA in International Affairs and Business from George Washington University.

To grow and improve the company’s research offerings, Reid works closely with IR professionals, CEOs and CFOs, helping them identify new opportunities to differentiate their investment stories to positively impact valuation, attract new investors and increase investments from current shareholders. Reid has advised a cross-section of US companies from some of the world’s largest and most respected organizations, as well as mid- and small-cap companies.

His experience spans various industries, including consumer products, biotech, transportation, technology and others. He is regularly asked to present at NIRI regional chapter meetings on topics such as guidance, earnings calls, IR best practices and investor days.

Prior to joining Rivel, Reid worked with Gartner Group, where he managed major relationships with a variety of top-ranked Wall Street investment banks. He also spent time with Guideline, where he led business development efforts across a variety of industry sectors.

Reid spends as much of his time as possible with his wife Alison, and their children, either in Boston, NYC or Nashville.

He earned a BS in Business Administration from Clemson University.

Chris leads Rivel's Creative Studio, a team of highly acclaimed graphic designers and coordinators that provides clients with best-in-class solutions for their design needs. He also manages the visual aspects of the Rivel brand, client deliverables and marketing materials.

In 2019, Chris invented the slide design methodology when Sandi Meeks and he founded Rivel's StoryLign segment, focusing on investor slide decks. Combining his 25 years of executive writing experience with his design capabilities, StoryLign slides are best practice in the industry.

Chris has spearheaded the creation of a corporate design arm at Rivel that touches each segment of services provided. His outside of the box thinking, encouragement of collaboration and execution have made him instrumental in Rivel's growth over the past two decades. Chris acts as a primary content creator in writing executive reports, creating new deliverables, analyzing trends in investor community research, and shaping Rivel's message and five-star brand.

His past positions include: Research Analyst, Project Director, Director of Corporate Communications, and Creative Director.

An avid photographer, Chris enjoys traveling and having local adventures while hiking or biking.

Chris graduated with a BA in Psychology from Dickinson College.

Jenn Peterson is the Chief Research Officer at Rivel, where she is responsible for coordinating and driving the company’s research initiatives forward.

Having dedicated the majority of her career to Rivel, Jenn joined the company as a Research Analyst and has since held key positions, including Project Director and Managing Director of Rivel’s perception study business. Her deep understanding of the organization's research landscape, the investment community and commitment to delivering high-quality results led to her appointment as Chief Research Officer in 2023.

Jenn graduated magna cum laude from Southern Connecticut State University, earning a Bachelor of Science degree in Journalism. This foundation in effective communication has been instrumental in her ability to convey complex research findings in a clear and compelling manner.

Mary Anne leads Rivel’s human capital management. She works to align the firm’s HR practices with its business goals, fostering a positive and inclusive workplace culture and overseeing all aspects of talent management. In addition to managing the HR staff, she develops and implements HR strategies that support the firm's growth objectives as well as enhance employee engagement and recognition.

Mary Anne has built 20 years of human resources expertise, with additional experience in sales and customer service. Prior to joining Rivel, she served in various HR leadership roles in the financial, insurance, event technology and manufacturing industries.

Outside of work, she enjoys spending time with her family and friends, working out, rooting for her New York Rangers and traveling.

Mary Anne completed her bachelor’s in management from the University of Massachusetts, Lowell — graduating magna cum laude. She also holds both SPHR and SHRM- SCP certifications.

Limor leads the Governance and Sustainability division, where she is responsible for the development and execution of Rivel’s Corporate Governance Intelligence Council, Corporate Responsibility Advisory (ESG) and Board Evaluation services on both a national and international level.

Limor’s wealth of experience and practical expertise help strengthen the strategic value-add Rivel offers clients in corporate governance and sustainability. Limor advises clients on matters such as stakeholder engagement, materiality assessments and SEC disclosure. She provides guidance and support for clients in creating custom, focused and strategically relevant corporate ESG/sustainability reporting. Limor is admitted to the Massachusetts and New York Bars and is a former member of the Sustainability Accounting Standards Board (SASB) Financials Sector Standards Advisory Group.

Prior to joining Rivel, Limor was senior vice president and assistant general counsel, head of corporate environmental and social governance at Regions Bank. Prior to Regions, she was a senior ESG analyst at Calvert Research and Management, the head of U.S. ESG research at Institutional Shareholder Services (ISS) and worked at the U.S. Environmental Protection Agency.

In her free time, Limor enjoys spending time with her husband and young children, spending summer days at the beach and traveling.

She graduated magna cum laude, Phi Beta Kappa, with a BA in environmental studies from Brandeis University and has earned a JD in environmental law from the University of Maryland School of Law and an MS in sustainability management from Columbia University.

Corey oversees all sales, marketing, research, and operational functions within the Rivel Banking Research team which conducts primary research on U.S. banking customers. Ultimately, the research analysis informs clients on their market position, identifies areas for growth and opportunity, and monitors their overall impact on their customers and community.

Prior to joining Rivel, Corey was the inaugural Director of Institutional Research at Choate Rosemary Hall, building the office to support data-informed decision making that supported student success, enrollment targets, and endowment growth. His background includes additional positions at universities, colleges, and consulting groups within Enrollment Management, focusing on market survey insight and predictive modeling.

In his free time, Corey enjoys spending time with his wife and young children, staying active outdoors, traveling, and eating well.

He earned an MPA from the University of Connecticut along with a graduate certificate in project management from Cornell University.

As a leader and senior advisor with GuideLign, Cindi and our team of experienced IROs deploy their industry expertise and Rivel’s tailored advisory solutions to address questions, issues and challenges for C-level, board and IRO clients. Cindi’s goal is to maximize IR program effectiveness for companies across all locations, 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.

Alon works to grow and develop Rivel’s research offerings by cultivating new business with both existing and prospective clients. He works with companies across varying industries (including consumer products, technology and more), cap sizes and geographies.

A critical piece of his work involves analyzing perception study results, providing insights that help management teams fully understand research findings, and recommending key action steps and best practices. Alon has a multi-decade background on the buy-side, sell-side and investor relations, and draws on this experience to provide the most benefit to Rivel’s clients.

Alon is regularly invited to present on asset manager perception studies at industry groups, including NIRI and Institutional Investors’ Senior Delegates Roundtable, as well as before client conferences, investor groups, C-suites and Boards of Directors.

Prior to joining Rivel, he worked for a digital IR firm that pioneered the leveraging of social media to evangelize the investment stories of its small-cap corporate company clients.

Alon is an avid tennis player and skier. His favorite time spent is with his wife and three daughters.

He earned a BA in Philosophy from Hobart College.

As a solutions specialist for TrendLign perception studies, Jennifer provides guidance to Rivel’s clients in support of critical decision making, planning and strategy. She works one-on-one with IROs, management teams and the board to interpret study results and develop action steps that achieve maximum impact.

A seasoned executive, Jennifer brings over 26 years of investor relations experience. She served as vice president of IR at industry giants including ExxonMobil, Caterpillar, DuPont, Campbell Soup and Best Buy. Her diverse expertise includes navigating mergers and acquisitions, divestitures, CEO and CFO transitions, earnings beats and misses, lawsuits, investor days and various shareholder proposals. She excels at understanding the perceptions and expectations of the buy-side and sell-side, and instilling best practices to inspire confidence in management teams.

Outside of work, Jennifer participates in her church choir, is a master gardener and enjoys spending time with her husband and two adult children.

Jennifer graduated as a National Merit Scholar and 10th in her class from the University of St. Catherine with a B.A. in English. She also holds an M.B.A. from the University of St. Thomas, where she graduated magna cum laude.

Jennifer holds an Investor Relations Charter (IRC) designation and actively contributes to NIRI. She served on the national board from 2019 to 2021, was named a NIRI fellow in 2023 and has presented at multiple NIRI chapter events. Jennifer has held leadership positions in the NIRI Philadelphia and NIRI Twin Cities chapters and currently mentors two NIRI representatives. She contributed content to the NIRI Book of Knowledge, set to be published this fall.

With a focus on strategic collaboration, Tom works closely with IR professionals, management teams, and boards to help them identify new opportunities that differentiate their investment story to positively impact valuation, attract new investors, and increase investment from existing shareholders. Tom has advised a cross-section of US and International companies spanning all market caps and sectors.

Drawing from his past experience on the buy-side, Tom provides invaluable insight that empowers companies to communicate more effectively and optimize their valuation through investor relations best-practice methods. Prior to his tenure at Rivel, Tom worked at Emigrant Bank, where he was responsible for the daily trading operations, managing liquidity and strategically investing in both fixed income securities and co-investment opportunities. Additionally, he oversaw the day-to-day management of the Bank's short-term municipal auction rate portfolio.

Tom's passion for exploration extends beyond the professional realm. He is an avid traveler, golf enthusiast, and fashion photographer. During his leisure time, Tom immerses himself in the vibrant cultures of different countries alongside his wife.

He graduated with a BA in Economics (Mathematics - minor) from Villanova University.

Sean drives the growth of Rivel's research offerings, with a focus on the TrendLign, GuideLign and StoryLign businesses. Concentrating primarily on cultivating and broadening long-term relationships with clients and prospects, his dynamic interpersonal communication skills and crucial knowledge of the IR service world give him a unique understanding of client needs and position him well to provide them with customized solutions, valuable data insight and consult on best practices for strategic company messaging. He works closely with IR professionals and managements teams of companies across various industries, cap sizes and geographies.

Sean is also actively involved in the preparation and execution of the GuideLign annual conference. In addition, he is frequently invited to speak at various industry and IR conferences locally in New York, and at regional or national events across the country.

Prior to joining 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. Before entering the business world, Sean coached college basketball at Texas Tech and Central Connecticut State.

Sean loves spending time with his family, hanging out with friends, and playing basketball. He also enjoys puzzles and board games, and especially playing card games or Sudoku with his kids.

He graduated with a BA in Psychology from the College of William and Mary.

Sandi brings over 20 years of Investor Relations and Finance experience helping clients identify solutions to enhance their IR practices. Sandi's previous experience as an IRO at a Fortune 500 company has given her the insight to the challenges that companies face with communicating to investors and creating best-in-class IR programs.

Sandi works closely with IR professionals, CEOs and CFOs, helping them identify new opportunities to differentiate their investment stories to positively impact valuation, attract new investors and increase investments from current shareholders. Sandi has advised a cross-section of both US and global companies from some of the world’s largest and most respected organizations, as well as mid- and small-cap companies.

Prior to her current role, Sandi was responsible for the creation and execution of Rivel's StoryLign division, which helps companies develop best-in-class investor communications. StoryLign works with companies worldwide of all sizes and industries to drive value by crafting a compelling investor story. Sandi developed a unique and thorough process that uncovers and addresses investor knowledge gaps. Using the art of storytelling, the 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 her investor relations career, Sandi managed the strategic planning, budgeting and forecasting program and has a deep understanding of internal financial communications. Sandi began her career in the retail industry working for two publicly traded companies in various finance positions.

She earned a BS in Accounting and an MBA in Marketing and Finance from Auburn University.

Sandi likes to learn about new places and cultures, and subsequently spends her free time travelling with her family and friends.

As a leader and senior advisor with GuideLign, John and our team of experienced IROs deploy their industry expertise and Rivel’s tailored advisory solutions to address questions, issues and challenges for C-level, board and IRO clients. John’s goal is to maximize IR program effectiveness for companies across all locations, industries and market caps.

John started his career in finance and has over 25 years of experience in investor relations. He has led IR teams at various companies and advised diverse clients at IR-related firms.

Beyond his professional commitments, John enjoys spending quality time with his family, traveling, playing golf, and honing his culinary skills.

John received his MBA and bachelor’s in accounting from Santa Clara. He holds an Investor Relations Charter designation and currently serves as President of the NIRI Virtual Chapter board.

Chris works closely with TrendLign project directors to ensure the timely and accurate completion of client deliverables. Prior to joining Rivel, Chris worked in the disaster recovery field for the state of Texas following Hurricane Harvey.

Chris loves to cook (pasta especially). His other hobbies include hiking at Sleeping Giant State Park in Hamden, CT and watching UConn basketball. (Go Huskies!)

He earned a BBA in Marketing from the University of Connecticut School of Business.

In his role as Copywriter, Lars closely collaborates with Rivel’s Governance and Sustainability team, crafting compelling narratives that articulate client sustainability journeys. He effectively synthesizes and simplifies data, adhering to diverse brand standards and voices while catering to target audiences.

Prior to joining Rivel, Lars served as the Senior Director of Thought Leadership at CAF America, where he communicated trends in cross-border philanthropy. Before that, he served as the Senior Editorial Coordinator at PYXERA Global, overseeing a publication focused on tri-sector partnerships that addressed global challenges.

Outside of work, Lars enjoys spending quality time with his partner and their cat, as well as outdoor exploration through hiking, cycling and travel.

Lars holds a BA in Economics from Carleton College and an MNR in Natural Resources Management from Virginia Tech. He also received the Certified Diversity Executive (CDE) designation from The Society for Diversity.

Dailey consults with bank and credit union leadership to help bank executives assess, tailor and track their marketing, customer retention, and branch expansion strategies through both qualitative and quantitative research methodologies.

Prior to joining Rivel, Dailey spent multiple years in technology consulting and the software industry partnering with C-Level executives to help drive their top business initiatives such as digital transformation, IT strategy, and 1:1 customer engagement.

In her free time, Dailey likes to travel, play tennis, and garden.

She graduated with a BS in Marketing from Florida Gulf Coast University.

As an associate director, Genevieve is instrumental in providing ESG consultancy to Rivel clients. Specializing in governance and sustainability strategy, stakeholder engagement, and alignment with global regulations and investor expectations, Genevieve ensures clients navigate the complex landscape effectively.

Bringing a wealth of experience, Genevieve previously served as Senior Consultant, Corporate Governance and ESG at Aon. Her role involved analyzing global reporting trends and regulations, institutional investor pressures and proxy advisor expectations. Prior to Aon, she served as Program Manager of the Raj & Kamla Gupta Governance Institute at LeBow College of Business, focusing on forward-looking governance themes.

Outside of work, she resides in the Philadelphia suburbs with her dogs, Bug and Roo, and enjoys spending summer weekends at the Jersey shore. A biking enthusiast, she indulges in various biking activities, including road biking and teaching spin classes at a local studio.

Genevieve holds a bachelor’s degree in science from Pennsylvania State University.

Matt oversees study projects for the TrendLign business throughout their entire lifecycle, working closely with consultants and field management. He provides clients with actionable intelligence to help them make strategic decisions. Prior to Joining Rivel, he worked for 12 years at Verbatim Advisory Group, where he used telephonic survey data to forecast sales and identify the key drivers of large retail and restaurant corporations.

Matt enjoys spending time with his wife and two children, and enjoys fishing, skiing and home improvement projects. He is a life-long Giants fan and has been an active volunteer firefighter since 2004.

He earned a BS in Business Administration with concentrations in Marketing and Entrepreneurship from the University of Vermont.

Using the StoryLign team’s established, proven process of discovering and addressing key investor knowledge gaps, Catherine works with companies of all sizes and industries to help produce customized presentations and develop best-in-class investor communications to drive value.

Catherine has eight years of diverse experience in Finance and Investor Relations. She started her career as part of the equity research team at CDPQ covering the banking sector, and later transitioned to Gildan Activewear’s corporate development team. There, she contributed to strategic planning and the creation of presentations and financial models for financial performance evaluation and investment analysis. Prior to joining Rivel, Catherine worked as a senior investor relations analyst at AtkinsRéalis, where she crafted and updated quarterly earnings presentations and press releases in close collaboration with senior management to hone messaging. In addition, Catherine supported the planning and organization of investor days, conferences, and site visits.

Catherine lives in Montreal, Canada, with her partner and dog. Outside of work, she enjoys traveling, fitness and cooking. Catherine is fluent in French and English and is currently learning Spanish.

Catherine holds a master’s degree from HEC Montréal in applied financial economics and a bachelor’s in finance from McGill University. Additionally, she is certified with an Investor Relations Charter (IRC) designation.

Briana is Field Manager of Rivel’s Corporate Research division. She is responsible for the fielding/interviewing phase of TrendLign and other divisional research studies. Working under the leadership of Jenn Peterson and guidance of Heidi Salem, Briana analyzes samples and ensures projects move seamlessly in the Field. She manages Rivel’s team of executive interviewers and helps with the recruitment and onboarding of new interviewers.

Prior to joining Rivel, Briana was assistant project manager for Customer Impact where she managed the in-field operations of merchandising projects. There she was responsible for recruiting and staffing projects, managing field representatives, assisting in database maintenance and final data analysis.

In her spare time, she likes to spend time with her cat, watch anime and play video games.

Briana holds a bachelor’s in psychology from the University of San Diego.

As Designer, Mattison works closely with both the Chief Creative Officer and StoryLign division, assisting in project design and finalization.

When not with friends and family, she loves to stay active, bake (she has a major sweet tooth) and binge watch crime shows on Netflix.

She graduated cum laude with a BA in Graphic and Interactive Design and a minor in Management on a marketing track from Moravian College.

Jessica assists the StoryLign creative team by conceptualizing and designing digital assets for use in marketing, client deliverables and corporate PowerPoint presentations.

Prior to joining Rivel, Jessica honed her graphic design skills primarily in the healthcare industry. Her knowledge and expertise ranges from print and package design, to digital design, motion graphic design as well as presentation design.

Outside of work, Jessica enjoys spending time with family, traveling, drawing, reading manga, and managing her own art shop where she sells enamel pins, stickers, keychains, apparel, and art prints.

Jessica holds a BFA from the University of Tampa with a concentration in graphic design and a minor in Spanish.

Mario is an integral part of the GuideLign concierge team, handling all client information requests and conducting custom research on their behalf. He is also closely involved in GuideLign’s operations, managing maintenance of internal and external platforms to ensure superior client experiences. Additionally, Mario co-chairs Rivel's People and Purpose Committee to help uphold Rivel’s core values, culture and objectives.

Previously, he was on Rivel’s StoryLign team, aiding clients with projects like investor days, earnings results and conference presentations.

In his free time, Mario enjoys playing soccer, hiking and sports events, supporting the New York Jets and Tottenham Hotspur.

He holds a BA in Economics from the University of Connecticut.

Laura executes design work in Rivel’s StoryLign division — which can range from producing investor day presentations, to infographics, icons and other marketing assets for the group’s clients.

Before joining the Rivel team, she held the title of senior business presentation designer for a consulting firm and was subsequently recruited as a graphic designer for an international organization based in Washington, D.C.

Laura enjoys making pottery, baking and watching cooking shows.

She graduated from the University of Costa Rica with a bachelor's degree in fine arts specializing in graphic design.

Livia consults with bank and credit union leadership, drawing from Customer and Prospect Benchmark report data to help bank executives assess, tailor and track their marketing, customer retention and branch expansion strategies.

Prior to joining Rivel she spent multiple years at Gartner working in various roles including business development, recruiting, and account management with a specific focus on mid-size enterprise clients in the Financials Services vertical; she partnered with C-level executives from banks, credit unions, and other financial institutions to support their top business and IT initiatives such as digital transformations, IT strategy, CRM, and security strategy.

In her free time, she likes to explore Southwest Florida and enjoys outdoor activities such as going to the beach, boating, kayaking, craft fairs and more. Some of her other hobbies include DIY projects, playing on a local coed softball team, cooking, attending country concerts, learning calligraphy, and volunteering and fostering for Big Cypress German Shepherd Rescue, which she also helps run.

She graduated with a BS in Marketing from Florida Gulf Coast University.

Molly works closely with the G&S consultants and SME’s and is responsible for data visualization and creating governance and ESG reports for clients. This includes investor specific and multi-stakeholder focused sustainability reports, including ESG tear sheets, flyers, internal corporate communications and full sustainability reports.

Prior to joining Rivel, Molly was a freelance graphic designer for brands across the U.S., including 6th Ave Storytelling, CedarPoint Marketing and Hewlett-Packard Enterprise. Her primary focus was layout design, branding and web design.

In her free time, Molly enjoys producing music, traveling and continuing to develop her graphic design style through personal projects.

Molly holds a BA in interactive media design from Texas A&M University.

Christina is a Research Analyst for TrendLign. In this role, she analyzes and codes respondents survey responses, edits interview transcripts and assists project directors in the finalization of client deliverables. Previously, she held roles as a junior copywriter intern at advertising agency Milk* and as an editorial intern at Morris Media, which publishes a variety of local magazines.

Christina enjoys spending time with her family and friends. She also likes to listen to music and write poetry.

She earned a BA in English from Fordham University.

Delia assists Rivel's GuideLign with member inquiries, reporting on our weekly Rapid Action research and on-boarding new GuideLign members. Prior to joining Rivel, she spent 15 years as a research analyst in the newspaper industry, most recently for Hearst Connecticut Media Group.

Delia loves to cook and enjoys finding new international recipes to try. She travels whenever possible and is an avid reader of history. She's also passionate about animals and is a supporter of several local rescue organizations.

She graduated with a BA in History from the University of Massachusetts at Amherst.

Scott oversees the accounts payable and accounts receivable functions and facilitates all banking activity. He tracks and forecasts revenue, expenses and cash flow. In addition, he manages the monthly, quarterly and annual close process. Scott also completes all the new client and vendor onboarding.

Prior to joining Rivel, Scott was the Controller at Milestone Inc. where he implemented processes and procedures and supported key decisions through financial reporting that helped grow the business 150%.

In his free time, Scott enjoys long hikes, playing guitar and writing and recording music. He also likes working on and camping in his vintage Volkswagen Bus.

He is a graduate of San Francisco State University with a B.S. in accounting and a minor in finance.

As a coding specialist within TrendLign, Madison quantifies open-ended verbatim comments from client research studies.

Madison is an avid reader, who enjoys being with family and friends or hanging out with her dog. Her other favorite pastimes include playing video games, listening to music and spending time outdoors.

Madison holds a BA in political science, summa cum laude, from St. Edward’s University and an MA in social sciences from The University of Chicago.

Kate is a Senior Analyst with Rivel’s Governance and Sustainability team. She assists consultants in advising clients on sustainability, corporate governance, and ESG strategies, programs, disclosures, and engagements. Kate supports the development of client presentations and reports and conducts research and analysis on governance and ESG topics, developments, policies, and best practices.

Before joining Rivel, Kate worked as an ESG Reporting, Disclosures, and Benchmarking Analyst at General Motors. In this role, she led external engagement with ESG raters such as ISS and MSCI, improving GM’s public ESG scores and collaborating with investor relations. She served as a section lead for the annual Sustainability Report, performing research on sustainability trends and benchmarking regulatory landscapes. Kate also developed corporate sustainability strategies, presenting to senior leadership and external stakeholders.

Born and raised in southern Ontario, Kate enjoys learning about health and wellness and leading an active lifestyle through yoga, weightlifting and hiking. She also loves reading, knitting and sewing.

Kate graduated top of her class from the University of Waterloo with an Honors Bachelor of Environmental Studies in Geography and Environmental Management. She also holds a master’s degree in Environment and Sustainability from the University of Western Ontario.

Conor collaborates closely with the GuideLign advisory team to offer support and oversee project management for both existing and potential clients, thought leadership initiatives, and special assignments. He excels at guiding clients through various challenges such as IR best practices, investor targeting, sell-side targeting, client board reporting, IR program assessment, IR KPIs, earnings process reviews, and materials optimization.

Before joining Rivel, Conor served as an account executive and head of digital at High Touch Investor Relations, a boutique investor relations firm. There he managed multiple client projects and led others by conducting research, writing, communicating with investors and management, and developing materials. In his digital role, he enhanced the firm's social media presence and produced podcasts.

In his personal time, Conor enjoys playing and watching sports, cooking, cinema, biking and hiking. He also loves traveling across the U.S., searching for the best local cuisine.

Conor holds a bachelor’s degree in economics with a minor in media studies from Quinnipiac University and is affiliated with NIRI's New York chapter.

Nick assists the Chief Operating Officer and HR Specialist with all operational and Human Resources responsibilities including education, onboarding/recruiting, and organizing Rivel’s summer internship program.

Prior to joining Rivel, Nick was a Product Development Intern at the Estee Lauder Companies, and has also interned in pharmaceutical analytics.

Nick enjoys frequently traveling to NYC to catch Broadway shows, explore, and find the newest trending restaurants. He is also a huge reality TV fan and is especially obsessed with Big Brother and Survivor.

He graduated summa cum laude from the Binghamton University School of Management with a B.S. in Business Administration, concentrating in Business Analytics and Marketing.

Michael is a Director within Rivel's StoryLign division, where he collaborates with companies worldwide to craft compelling investor communications.

With more than 10 years of experience in investor relations and strategic communications, Michael's background includes prominent positions at W.W. Grainger Inc., Tribune Publishing, and Rose & Co. He's also held roles in finance and operations at ABC News and Honeywell, further enriching his insights. His client portfolio spans industry giants like USAA, Harley-Davidson and DePaul University. Sector expertise includes working with clients in the Food and Beverage, Aerospace and Semiconductors industries.

Prior to his career in investor relations, Michael focused on print journalism, writing, and editing for renowned newspapers such as the Milwaukee Journal Sentinel and the Omaha World-Herald.

Outside of his career with Rivel, he is still a passionate writer and reader, with a keen interest in college football. He also actively contributes to his community by volunteering with two local organizations.

Michael holds an MBA from the University of Notre Dame and received his bachelor's degree in journalism from Drake University.

Nelson directs all marketing automation and maintains Rivel's internal contact databases. He also provides logistical support to GuideLign for conference and webinar preparation, and corresponds with clients to ensure their needs are being met. Prior to joining Rivel, he worked for the Trumbull Marriott for 11 years in various roles, most recently as Rooms Operations Manager.

Nelson likes to travel, cook and spend time with his family. One of his favorite books is “Go Long!” by Jerry Rice.

He graduated with a BBA from Southern Connecticut State University.

Jill focuses on audio recordings of interviews, creating transcripts that are integral to client studies. She also proofreads and enjoys researching a full range of topics that arise when serving clients.

Prior to joining Rivel, Jill spent 4 years transcribing interviews for insurance companies, performing research and editing.

In her free time, Jill loves to spend time with her husband and kids. The family takes to the outdoors and especially enjoy watersports — kayaking, swimming and zipping down water slides. Creative at heart, Jill’ s passions include sewing, baking and crafting.

Jill graduated with a BA in English Language and Literature from Southern New Hampshire University.

Brian is responsible for the development and overall support of Rivel’s technology strategy. He has assisted with the expansion of technology resources as the company has grown. Prior to joining Rivel, he spent four years at Save the Children, followed by one year at IBM.

He graduated with a BA in English from the University of Connecticut.

Andrew is a Director in Rivel’s StoryLign division, working with clients across all sectors, geographies, and market caps. He leads discussions with management teams and IROs to develop and implement value-added, best-in-class investor messaging strategies to drive increased investor interest and a more thorough understanding of their equity stories.

Andrew has 12+ years of communications experience in both public and private sectors. He began his career in the public sector, advising political campaigns, political action committees, and issue advocacy organizations on impactful and resonating message development. Prior to joining Rivel, Andrew served as Associate Vice President at The Edison Group, where he mainly focused on advising European life sciences companies on messaging for US-based investors. Since joining Rivel, he has helped grow the StoryLign team from two people to more than 20. Andrew has worked with more than 40 management teams to craft compelling messages for investor days and investor presentations.

Andrew lives in Westchester, NY with his wife and dog. He graduated from New York University with a BA in Politics.

Elizabeth joined Rivel’s marketing team in 2023 under the leadership of Chief Marketing Officer, Barbara Sullivan. In her role, Elizabeth assists with social media management, event preparation and market research.

Elizabeth's experience includes serving as a marketing assistant at Benchmark Education Company, where she excelled in overseeing ad and signage development, crafting email campaigns and contributing to conference planning. Her stint as a digital intern at C&G Media Group further honed her skills in writing, social media curation and event planning.

A graduate of Connecticut College with a BA in Architectural Studies and Human Development, Elizabeth brings a wealth of knowledge to her role. Outside of her professional pursuits, she finds joy in spending time with her rescue cat, Zara, and indulges in hobbies like hiking and outdoor adventures.

RoseAnne supports the Chief Marketing Officer with Rivel’s marketing, strategy and branding across all company divisions. She is responsible for all administrative and operational aspects for all of Rivel’s client live and virtual events, conferences and trade shows.

RoseAnne has an extensive background supporting senior-level executives for large global corporations. Prior to joining Rivel, she spent 13 years in the events industry as a project manager responsible for content marketing and management, customer care and association/partner relationships.

RoseAnne is also a musician, enjoys creating art, being outside and traveling. She is a life-long learner and an avid reader.

Roel works with clients in the UK, Continental Europe and Asia. Roel brings to Rivel a strong knowledge of the IR space and wider capital markets, which enables him to better advise companies on how to enhance their messaging to the investment community and improve their valuation. He is based in Rivel’s London office.

Prior to joining Rivel, Roel spent 18 years working for AB Asesores and Natixis, based in Madrid, Paris and New York, selling European stocks to US institutional investors. He also worked at Technimetrics, an investor relations company providing databases to listed companies and the investment community. Most recently, he was employed by IR start-up Ingage to build a European client base for its corporate access platform.

Roel enjoys hiking and reading, and likes to travel in his free time. He is fluent in Dutch, English, French, Spanish, and German.

He earned an MS in International Political Economy from the London School of Economics and Political Science, and an MA in European Studies from the University of Amsterdam.

India assists in advising clients on environmental, social and governance (ESG) initiatives. This ranges from providing ESG education and developing internal structure and strategies, to crafting disclosures that integrate reporting standards and supporting stakeholder engagement efforts. She also supports clients with research deliverables, including presentations and reports, to inform ESG strategy and disclosure practices.

Prior to joining Rivel, India was an ESG Client Success Lead for Nasdaq OneReport where she supported clients in developing their ESG data gathering and disclosure strategy. The role also consisted of driving client onboarding and management of the OneReport platform.

India is trained and experienced in all recognizable ESG reporting standards and frameworks, and analyzing ratings agency reports and methodologies.

In addition, India was a Social Impact Fellow for Philanthropy U. There she drove market research on corporate ESG strategy needs and ESG investment initiatives.

In her personal time, India is an avid reader who takes book recommendations from any genre. She loves to cook for friends and take long trail walks with her dog.

India holds a BA in government from Dartmouth College.

Alex works with companies to develop environmental, social, and governance (ESG) strategies and reporting. He provides individualized corporate responsibility and sustainability consulting to support the implementation of genuine ESG initiatives and disclosures, helping clients navigate ESG best-practices, reporting standards, and strategic frameworks such as SASB, TCFD, and the United Nations Sustainable Development Goals.

Before joining Rivel, Alex worked with the Responsible Companies section of Frank Bold in Brno, Czech Republic, where he contributed to research on the quality of corporate ESG reporting in the European Union, and supported the European Coalition for Corporate Justice in advocating for EU-level reform in corporate sustainability disclosure and human rights due diligence in global value chains.

Alex is a competitive runner, plays the ukulele, and enjoys a good cup of coffee (or two)! He also volunteers as an Advisor at Torch Leadership Academy, a nonprofit leadership development program for high school students in New Jersey. He graduated magna cum laude with a BA in Leadership in Social Enterprise and minor in German from Juniata College.

As part of Rivel’s Corporate Design team, Alexzandria works toward successful implementation of departmental goals through strategic planning, resource allocation and project prioritization. She acts as a liaison for the designers communicating across divisions. Alexzandria also maintains project schedules, a library of digital assets and archives of internal corporate design deliverables.

Prior to joining Rivel, Alexzandria worked with the facility services and tenant construction department at The Peterson Cos. There she aided tenants with design, permitting and construction and managed a plethora of onsite projects. Alexzandria also has a background in quality control, proofreading and establishing SOPs for optimal productivity.

In her free time, Alexzandria enjoys entertaining family and friends, crafting, interior design and attempting projects she sees on HGTV.

Alexzandria holds an associates degree from the College of Southern Maryland.

Cassandra collaborates with team members and consultants on report messaging to draft executive summaries, including implications and recommendations. She also conducts background research, performs data analysis and data mining, and ensures division-wide adherence to Rivel’s writing style and guidelines.

Cassandra has worked as a writer, editor, researcher and web developer across a range of organizations. Prior to joining Rivel, she spent 15 years with a New York-based financial services consultancy, most recently as director of research and chief editor, writing and editing competitive and operational analyses on the retail and wholesale industries. Before that, Cassandra worked in similar functions at an environmental non-profit, a management consulting firm and a literacy research center.

In her spare time, Cassandra enjoys hiking with her dog, distance running, and watching live music, theatre and standup comedy. She’s also involved in her local community in Baltimore City, volunteering and organizing Meetup groups.

Cassandra graduated from the University of Pennsylvania with a BA in literature and journalism.

Brechin oversees study projects for the TrendLign business throughout their entire lifecycle, working closely with consultants and field management, and specifically managing field interviews, coding data and creating final presentations. Prior to Rivel, she worked for nearly three years at BLR in Old Saybrook, Connecticut, where she created and implemented a companywide style guide and provided end-to-end editorial research and fact-checking operations.

Brechin enjoys hiking all over New England with her dog, Bud. She’s also into trying new vegan restaurants with friends, going to concerts to support local bands, and practicing her banjo.

She earned a BA in Linguistics from Southern Connecticut State University.

Graham’s utilizes Salesforce to manage the CRM database through reporting, adding new companies and key contact information. He also assists on e-mail blasts.

Prior to joining Rivel, Graham worked as a Client Engagement Sales Intern at Alliant. There he composed lead and account research to assist development of new products, new services and market research. In addition, he updated client information in Salesforce.

In his spare time, Graham likes to bowl, he enjoys working out and reaching his fitness goals. Working out has led him to develop and interest in cooking, which he sees as both science and art. His favorite creation so far are his oatmeal raisin cookies.

Graham graduated from Western Connecticut University in December 2021 with a Bachelor of Arts in Communication Studies, cum laude.

Cynfor assists the Rivel Banking Research team in the creation of various reports and models distributed to banks, giving them insight into their public perception. He works closely with survey providers to ensure data is comprehensive and representative. Prior to joining Rivel, Cynfor worked as a paralegal in immigration law.

Cynfor enjoys playing and listening to music, and he also likes to cook.

He graduated summa cum laude with a BA in Economics and English from Lawrence University.

Sara proofreads and transcribes a variety of materials. She also assists in data cleaning and other tasks as needed. Prior to joining Rivel, she spent nine years at Media Ventures, Inc., a custom media publishing company, as a researcher and later as an editor.

Reading is one of Sara’s favorite pastimes. Her favorite book is “The Martian” by Andy Weir. She’s also a writer and an accomplished amateur baker.

She earned a BA in English Literature and Communication from Lyndon State College.

Bernadette supports the executive team working closely with sales consultants to prepare for and schedule client meetings as well as other marketing-related functions. Prior to Rivel, she worked in various senior administrative roles in the financial services, recruiting, corporate retail and manufacturing industries.

In her free time, Bernadette enjoys spending time with family, home improvement projects and time spent by the beach.

Using the StoryLign team’s established, proven process of discovering and addressing key investor knowledge gaps, Ben works with companies of all sizes and industries to help produce customized presentations and develop best-in-class investor communications to drive value.

With a background in investor relations, equity research and journalism, Ben's experience includes roles as manager of investor relations at Aqua America (now Essential Utilities) and relationship manager in wealth management at Goldman Sachs. Additionally, Ben worked as an equity research analyst, following companies across various sectors. His career began as a journalist on the opinion page of USA Today.

Outside the office, Ben plays tennis, participates in triathlons, and enjoys reading and coaching youth baseball. He resides outside of Philadelphia with his wife, son, and daughter.

Ben graduated from the University of Notre Dame with a bachelor's degree in the Program of Liberal Studies and holds the Chartered Financial Analyst designation.

As part of the GuideLign team, Kevin proactively reaches out to members, keeping them updated on new research and trends in investor relations. Additionally, he manages client relationships, handles custom research requests and delivers timely data-driven insights.

Prior to joining Rivel, Kevin worked at Martin Retail Group as an account coordinator, collaborating with General Motors executives on Buick and GMC advertising campaigns.

In his free time, he enjoys biking, golfing and skiing. Fun fact: Kevin once spent a week skiing on a glacier atop a dormant volcano.

Joe oversees the coding specialists charged with parsing out the themes and reasoning emanating from rich fields of survey-generated, open-ended commentary -- the essence of the insights derived from Rivel’s investor perception studies. He also lends support in data analysis and research operations across divisions. Joe has held various positions during his time at Rivel including starting out as a Research Analyst and, later, Operations Manager.

Joe loves to spend time with his wife and their dog. A sports enthusiast and avid runner, he also spends his free time pursuing an abiding interest in history.

Joe graduated summa cum laude with a BS in Marketing and Finance and a BA in European History from the University at Albany.

Lauryn supports G&S consultants in their work to advise clients on sustainability and corporate governance issues. She applied knowledge and understanding of ESG, conducts research on current practices, and analyzes reporting trends and regulations to support consulting and develop client deliverables, such as presentations and reports, that further client’s ESG strategies, initiatives and disclosures.

Prior to joining Rivel, Lauryn interned as an analyst for Governance & Accountability Inc. where she read hundreds of sustainability reports, analyzed critical ESG data disclosures, frameworks and ratings agency methodologies. She also worked on carbon accounting for global clients.

In her free time, Lauryn is an avid reader who also loves baking different varieties of bread and traveling, especially to the U.S. National Parks.

Lauryn holds a master’s in sustainability from Tufts University and a bachelor’s in chemistry with a minor in mathematics from the University of Virginia.

Melissa helps manage Rivel’s growing Rivel Banking Research division by building the Rivel brand in the banking and credit union community. In addition, she facilitates coordination of conferences and tradeshows, and works on Rivel's internal database. Prior to joining Rivel, she worked in sales operations as an integral part of the sales and marketing teams at Victorinox Swiss Army.

Melissa enjoys baking, going to the beach and spending time with her family. She loves to party plan and a good DIY project.

She graduated with a BA in Communication Studies from Pace University.

Noreen supports the executive team and sales efforts at Rivel, working closely with the sales consultants to schedule meetings and calls, coordinate travel and manage their busy calendars. Noreen has several years of administrative experience in the Fairfield County area. She has worked for companies in the custom software and hardware development, technology transfer and commercialization and corporate relocation industries.

Noreen spends her free time enjoying family and gardening. Having a passion for British shows, she loves to talk about her trips across the pond which inspired her and her husband to create their English garden.

Jackie leads and inspires the creation of all client deliverables within the design studio. She dives deep into clients' brand standards, creates tailored presentations and reports, and motivates the team to deliver high-quality work. She supervises the creative workflow to ensure projects progress seamlessly, continuously assessing and enhancing each piece of work produced by the team.

Before joining Rivel, Jackie led a design team in the media and entertainment industry for seven years, contributing to business wins for some of the nation’s largest advertisers.

Jackie loves spending time outdoors with her husband and young children, either at the beach or on the slopes. She enjoys listening to live music, planning her next vacation, and staying creative by decorating her home, designing stationery, and working on DIY projects.

She holds a Bachelor of Science degree with a concentration in fine arts and communications from Towson University.

Cameron works to support investor relations professionals and management teams in the U.K. and Europe, helping them enhance and effectively communicate their strategy to investors.

Cameron is responsible for driving the growth of Rivel's TrendLign, GuideLign, Governance and Sustainability, and StoryLign businesses. In this role, he leads engagements and advises a cross-section of European companies spanning all market caps and sectors. His aim is to provide the building blocks that help management teams make effective decisions, add strategic value to their business and attract new long-term investors.

Prior to joining Rivel, Cameron worked in institutional fund sales in the U.K. for 9 years with Medici Advisors – working mainly with niche, boutique investment managers. There he experienced first-hand what long-term investors look for in companies and how effective communication can give a company a critical advantage over peers.

Outside of work, Cameron likes to spend time with his family. He enjoys biking and is a big soccer fan supporting his hometown team Aberdeen.

Cameron received his master’s degree in chemical engineering with a specialty in sustainable energy from Heriot Watt University in Edinburgh. He also holds the CFA’s Investment Management Certificate and passed CFA Level 1.

Emily works to establish partnerships with bank and credit union leadership using customer and prospect benchmark report data to help assess, tailor and track their marketing, customer retention and expansion strategies.

Previously, Emily served as a senior account executive for Gartner focused on banking, finance and insurance. There she worked with mid-sized enterprises and their technology leaders to solve pressing challenges. She specialized in partnering with CIOs and C-level executives as a strategic partner to understand their business priorities, how technology is driving that forward — and then connected them to Gartner experts and research-based insights.

Outside of work, Emily’s favorite pastime is horseback riding. She has been riding since she was 5 and has competed in rodeos. She also has two dogs (Remi & Coco) that she enjoys taking for walks on the beach near her Florida home. Vacation planning skills and inspired Cajun cooking round out her repertoire.

Emily graduated from Louisiana State University in 2020 with a BS in management and minor in entrepreneurship. She is currently pursuing her MBA from Louisiana State University at Shreveport.

Jessica collaborates with the Chief Marketing Officer and Rivel’s consultants to create proposals, internal marketing materials and distributed research that demonstrates the value of Rivel’s solutions.

Additionally, she executes brand strengthening initiatives, maintains the company’s marketing library, manages special projects and assists with copy editing and finalizing marketing collateral.

Jessica has more than 5 years of business-to-business marketing experience, which includes everything from brand development and social media management to strategic content creation and email marketing. She was responsible for managing and maintaining brand guidelines for several companies. Jessica also worked with business development and sales teams to create product flyers, perform competitive analysis’ and bring prospects into the sales and marketing funnel.

In her free time, Jessica enjoys traveling abroad (London is her favorite city) and spending time with her rescue pup, Murphy. She also enjoys Mexican cuisine and trying new restaurants around her hometown.

Jessica holds an associate degree in communications from Sinclair Community College where she was part of the National Honor Society. She also sits on the marketing committee for Big Brothers Big Sisters of Miami Valley and supports the Dayton-Wright chapter of Armed Forces Communications and Electronics Association (AFCEA) with their marketing needs.

As Design Coordinator, Tina works closely with Rivel’s Chief Creative Officer, overseeing project workflow and managing the company’s design database. She also works with Rivel’s StoryLign division, assisting with project overflow as needed.

Outside of work, Tina enjoys cooking and baking, especially when hosting dinner with friends and family, and spending time with her husband James. An avid reader, she is a big fan of JK Rowling’s Harry Potter series.

She graduated magna cum laude with a BA in Psychology from the University of Connecticut.

Steve is Senior Director of Rivel's StoryLign division. He advises global companies of all sectors and market caps on developing and implementing effective, value-added investor communications strategies across a wide range of areas. In addition, Steve provides coaching and training to executives to ensure management teams are optimizing the delivery of impactful messaging and connecting with their audience to maximum effect.

With over 25 years of equity research and investor relations experience, Steve brings extensive, well-rounded expertise to companies seeking to strengthen their messaging and maximize their valuation potential. Steve's vast experience spans across the buy-side and sell-side, investor relations, and consulting.  Prior to joining Rivel, he was Vice President of Investor Relations at Synchrony Financial, where he was recognized by Institutional Investor. He also served as a highly ranked, lead sell-side analyst at UBS. In addition, Steve has a strong track record of outperformance on the buy-side as an investment manager, including at BlackRock.

Steve holds a Bachelor of Science in Business Administration from Boston University, an MBA from Boston College, and is a CFA charterholder.

Erik works as part of the StoryLign team based in London with a focus on serving international clients. In this role, he helps clients develop key strategic investor communication materials for their investor days, investor decks for conferences and NDRs as well as quarterly earnings materials by working closely with management teams using StoryLign’s well established proprietary framework and methodology.

Erik engages with companies across all market caps and sectors in line with StoryLign’s track record of delivering best in class and bespoke investor communications materials for our clients.

Erik has more than 20 years of financial market experience. Prior to joining Rivel, he worked as a portfolio manager for 7 years at Hudson Bay, Arrowgrass and UBS O’Connor. Before that, he spent 14 years as an equity research analyst at Morgan Stanley where he was part of the team covering European food, household and personal care companies globally.

Outside of work, Erik enjoys spending time with his family, traveling and staying active through long-distance hiking and running.

Erik received his master’s degree in finance and economics from the Stockholm School of Economics and is a CFA charterholder.

Nadine works closely with IR professionals and management teams, working across various industries, cap sizes and geographies. She draws from her extensive experience in communications to help them better engage with current and prospective investors and improve valuation.

Prior to joining Rivel, Nadine had a career in corporate sponsorship, raising money for National Public Radio, and working with non-profit organizations to aid in the development of their communications strategy. She also worked in the television and film industry, holding various positions at CAA, Warner Bros. and NBC.

Nadine enjoys anything that gets her outside, whether it’s hiking or yoga, or something else. She likes to write and has been published in a local magazine. She has a passion for decorating, art and vintage finds. Right now, she’s inspired by Mid-Century modern.

She earned a BA in Communications from Purdue University.

Using the StoryLign team’s established, proven process of discovering and addressing key investor knowledge gaps, Matthew works with companies of all sizes and industries to help produce customized presentations and develop best-in-class investor communications to drive value.

With a diverse background, Matthew's career journey includes an MBA investor relations internship at Masonite, where he managed projects for their investor day and conducted vital research for presentations. He also worked as a research scientist in human performance, publishing over 25 peer-reviewed research articles and consulting professional athletes.

Outside of work, Matthew is a fitness enthusiast, loves spending time with his dog Olivia, playing fantasy football and watching Green Bay Packers’ games.

Matthew has an MBA from the University of South Florida, an M.S. in exercise and nutrition sciences from the University of Tampa and a B.S. in nutrition from Dominican University. He also holds accreditations such as the Six Sigma Green Belt and Capital IQ Pro Certification.

Andrew oversees studies for the TrendLign business throughout the research lifecycle — supervising the field process, coding data and creating final presentations. He works closely with consultants and the field manager to provide clients with actionable intelligence to support strategic decisions.

Prior to joining Rivel, Andrew worked in academia for several years before joining a market research firm as a researcher and subsequently as a research manager focusing on risk and financial technology solutions.

Outside of work, Andrew enjoys evening walks with his wife and dog and outdoor activities like hiking, kayaking and playing golf. On fall weekends he can be spotted wearing orange and cheering on his Volunteers.

Andrew holds a bachelor’s in political science from Lee University and a master’s in political science, specializing in international relations and research methodology, from the University of Tennessee.

Dan collaborates with team members and consultants on report messaging to draft executive summaries, including implications and recommendations. He also conducts background research, performs data analysis and data mining, and ensures division-wide adherence to Rivel’s writing style and guidelines.

Prior to joining Rivel, Dan worked as a business journalist covering banking and finance, and most recently as a research analyst working on consulting projects for segment-leading scientific, technical and medical publishers.

Dan loves nature, the outdoors and sports, including skiing and pickup basketball. He likes to spend as much time as he can with family in the Adirondack Mountains on the Great Sacandaga Lake during the summer months. He’s also a self-taught guitar player and music history buff.

He graduated with a BA in Journalism from the University of Rhode Island.

Lou is primarily responsible for drafting and finalizing deliverables for Rivel’s StoryLign clients. Using the StoryLign team’s established and proven process, Lou works with companies across all sectors to help them develop best-in-class investor communications, producing customized presentations that are strategic and actionable.

Prior to joining Rivel, Lou worked at a boutique financial communication firm called MS-IR, helping Israeli tech companies access U.S. capital markets and establish IR programs. There he developed client-specific research reports based on the most appropriate analytics and metrics.

Lou started his career in IR at a financial consultancy firm in Mexico City called Miranda Partners where he drafted earnings reports, conference call scripts, press releases and conducted perception studies.

Outside of work, Lou loves traveling, reading non-fiction, going to concerts and sporting events. He once completed an 11-month trek across Latin America volunteering in 10 countries while learning about sustainable living practices.

Lou received his Bachelor of Commerce degree in finance from John Molson School of Business at Concordia University in Montreal where he wrote for the independent school newspaper The Link. Lou holds a Bloomberg Market Concepts certification and is currently preparing to take the CFA exam.

Socheata supports the Field Director and team of Project Directors with managing projects through the fielding/interviewing process. She reviews and analyzes client samples and performs database maintenance. She also aids in the recruitment and onboarding of executive interviewers and performs ongoing quality control of all interviews conducted.

Prior to joining Rivel, she interned at CDP on the supply chain program where she performed data entry and ad hoc analyses in supporting supply chain account managers. Following graduation in 2019, Socheata joined CDP full time as an operations associate for the supply chain program doing database maintenance, developing and delivering analytics to the program’s clients.

She graduated magna cum laude with a BBA in Management from Western Connecticut State University.

Socheata enjoys cooking, watching food shows on YouTube and Netflix, watching anime, and reading webtoons.

Lisa oversees the project lifecycle for the TrendLign business from project kick-off to final reporting, working closely with consultants and the field management team.

Prior to joining Rivel, Lisa worked for Q & A Research as a Senior Project/Account Manager on research projects in various industries, and at Restaurant Insights focusing on restaurant and CPG studies.

In her spare time, Lisa enjoys going to the gym, traveling and cheering for the Florida State Seminoles and Buffalo Bills.

Lisa holds both a master’s in mass communications and a bachelor’s in business management from Florida State University.

Greg works with companies to develop and report sustainable business strategies, as an extension of and integrated into corporate strategy, and to take action on key corporate governance, executive compensation, communications, and shareholder advisory situations. He is a CFA charterholder and an IFRS FSA Credential holder, with demonstrated expertise in identifying, managing, and interpreting the link between material ESG data and financial performance.

Greg is the lead consultant for management teams and ESG Steering Committees for companies in many sectors, including large multinational corporations with significant operational and manufacturing capabilities, and supply chain management considerations.

In his downtime, Greg likes to hike, try new coffee, and cross-country ski.

Prior to joining Rivel, Greg was a research intern at the John L. Weinberg Center for Corporate Governance. He earned a BS in Finance with a minor in Economics from the University of Delaware's Alfred Lerner College of Business & Economics.

Laura brings extensive consulting experience in sustainability strategy, climate risk and ESG assurance to Rivel’s Governance and Sustainability team. In her role as Director, she helps companies align with frameworks and standards such as TCFD, TNFD and SASB, navigate international regulations including CSRD, CSDDD and SFDR, and conduct double materiality assessments.

Before joining Rivel, Laura served as a senior sustainability consultant at KPMG Netherlands, where she specialized in corporate sustainability strategy, with specific knowledge of ESG assurance, climate risk, sustainable supply chains and sustainable finance. Prior to KPMG, Laura worked at Berenschot in the Energy and Sustainability division, gaining expertise in technology road mapping for large stakeholder partnerships, sustainable technologies and the energy transition.

Laura holds a bachelor’s degree in Law, Statistics and Economics (cum laude) from University College Roosevelt in the Netherlands, and a Master of Science in Sustainable Business and Innovation (magna cum laude) from Utrecht University.

Outside of work, Laura enjoys outdoor activities like running, hiking, camping and skiing, as well as creative pursuits such as painting and sketching.

Anissa Vasquez serves as a director on Rivel’s governance and sustainability team, advising clients on environmental, social, and governance strategy, disclosure, and regulatory compliance. She helps companies navigate evolving regulated reporting needs such as the California climate disclosure laws (SB 253 and SB 261) and CSRD, while aligning with frameworks like TCFD, ISSB S1 and S2, and SASB. Her work includes preparing sustainability reports, conducting materiality assessments, supporting ESG assurance readiness, and translating complex requirements into clear, credible narratives for boards, executives, and stakeholders.

Before joining Rivel, Vasquez led in-house sustainability programs at Latham & Watkins and Persefoni, directing ESG strategy and reporting capabilities across the U.S., U.K., and EU. Her background spans corporate and advisory roles, with a focus on aligning climate strategy with disclosure expectations and driving value through sustainability.

Vasquez has published work in Fast Company and Trellis (formerly GreenBiz) and co-authored ESG reports with NACD and ERM. She frequently speaks at conferences, including events hosted by Pensions & Investments and the Boston College Center for Corporate Citizenship.

Outside of work, Vasquez is a creative writer and avid reader. She enjoys paddleboarding, live music in New York, and teaching herself piano. Most days, she explores the outdoors or relaxes with her dog, Lacy.

Vasquez holds dual degrees in environment, sustainability, and policy and geography from Syracuse University’s Maxwell School, where she was part of the inaugural graduating class of the ESP program.

Adam provides help desk support for internal software/hardware issues and implements minor website updates. He also works with the chief productivity officer to develop efficiency improvements using Power Automate, VBA, Excel, Salesforce, Wrike and Trello.

Prior to Rivel, Adam worked at a help desk support center providing tech-support and setup services for various devices and systems, while also being responsible for hardware and software troubleshooting, virus removal and network troubleshooting.

There Adam built comprehensive analytical solutions to provide tools for decision-making, developed statistical models that allowed the company to improve its practices and workflow, and created centralized dashboards and supported multiple teams in creating their own data visualizations in different tools.

Adam has further experience discovering and fixing potential security vulnerabilities in the computer systems at multiple of his previous employers.

In his free time, Adam likes hiking, camping and going on adventures. He also enjoys stargazing, photography and meditation. Additionally, Adam has worked with local high schools to mentor students on information security.

He holds a Bachelor of Engineering degree in computer engineering from Concordia University and has earned several certifications including:

Jack performs in-depth research to support the advisement of companies on ESG and governance initiatives, disclosures and policies. His work includes analyzing industry sustainability trends and conducting gap analyses relative to industry ESG benchmarks. Jack is a Sustainability Accounting Standards Board (SASB) FSA credential holder, having been recognized by SASB for expertise in identifying, managing, and interpreting the link between material ESG data and financial performance.

Before joining Rivel, Jack researched sustainability trends in the global agribusiness industry and the potential of ESG frameworks to mitigate company-specific environmental and social impacts. He focused his college studies on economic development and conducted a variety of case studies and research projects on the impacts of global development. Jack supports clients with strategic initiatives that embed sustainability into business resiliency.

Jack enjoys swimming competitively, taking backpacking trips and playing jazz trombone.

He graduated summa cum laude with a BA in Economics and a minor in Philosophy from CUNY Baruch College.

Alyssa supports the StoryLign design team with operational and administrative support related to project scheduling, organizing and delivery. She collaborates with project directors and messaging teams to submit designs and other collateral materials.

Prior to joining Rivel, Alyssa was a project manager, sales assistant and, most recently, office manager for a private equity firm. She also worked as a freelancer producing campaigns, designs and other assets for business clients.

Alyssa enjoys entertaining loved ones with home cooked meals, collecting table games and getting out to experience live music as least once a month.

Alyssa holds a bachelor’s in product design and manufacturing from Penn State University.

Robin supports the sales and marketing functions at Rivel. She provides support around meetings and meeting preparation, calls, sales database administration and events. She has administrative experience across several industries. Some of the companies she has worked with include one of the top 50 companies on the 2021 Fortune 500 list, a private equity and venture capital services company, and a labor, employment and benefits firm.

Robin graduated from Ohio State University.

She enjoys hiking and photography, and she likes to travel.