Our Team
Meet the experts driving your success: a team of seasoned IR professionals, analysts, and creatives.
Our senior IR professionals bring extensive financial experience, strong capital markets connections, and deep communications expertise. Complementing this, we’ve assembled a powerhouse team of analysts, writers, and graphic designers to ensure every aspect of your investor relations program is executed with precision and impact.
Alyssa Barry, CPIR
Alyssa Barry, CPIR
Alyssa joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, a company she co-founded in 2021.
An accredited investor relations professional, Alyssa brings 20 years of diverse experience across communications, private equity, in-house, and agency roles. Under her leadership, irlabs became one of North America’s leading IR firms, known for providing strategic advisory and fostering meaningful investor engagement. Alyssa has raised over $1 billion in capital, led some of Canada’s most successful activism campaigns, managed high-profile M&A transactions, and enhanced board governance frameworks.
Before co-founding irlabs, she was Head of Strategy – Operations and Communications at Artis REIT, Vice President of Capital Markets and Communications at Sandpiper Group, and Manager of Investor Relations at Amica Mature Lifestyles Inc.
In the community, Alyssa is a Director of ALS Canada and LIFT Impact Partners. Alyssa is also a WPO member and an advisor to Women Get on Board and Women Funding Women. Alyssa was named one of Women’s Executive Network (WXN) 2024 Canada’s Most Powerful Women: Top 100 Award Winner.
Caroline Sawamoto
Caroline Sawamoto
Caroline joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she co-founded in 2021.
Caroline is a seasoned investor relations professional with 20 years of diverse experience in communications, family office, in-house, and agency roles. She has advised over 60 companies through a range of IR activities including quarter end reporting, non-deal roadshows, mergers and acquisitions, management changes, product launches, investor/analyst days, IPOs/RTOs/de-SPACs, follow-on transactions, and more. Throughout her career, she supported numerous financing activities, both public and private, and helped raise over $650 million of capital.
Caroline began her investor relations career with Canaccord Genuity Group Inc. in 2005, shortly after the company’s IPO. Her passion for making an impact through clean energy solutions led her to join Ballard Power Systems Inc. and Westport Fuel Systems Inc., both of which are dual listed on the NASDAQ and TSX stock exchanges. Prior to co-founding irlabs, she was Investor Relations Manager at Alabaster Homes, a privately-owned real estate development company in Vancouver.
Caroline holds a BBA in Finance and Marketing from Simon Fraser University. Caroline is an advisor to Women Funding Women, a collective working on a groundbreaking initiative aimed at addressing the persistent funding gap faced by women entrepreneurs in North America.
John W. Heilshorn
John W. Heilshorn
John joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which John was a partner at and a co-founder.
Since 1984, John has focused his expertise on supporting middle market private and public companies. John has advised hundreds of client companies on financial disclosure, market intelligence, strategic and crisis communications, investment thesis formation, analyst and shareholder relations, accessing the capital markets, and financial media relations. Drawing on his extensive relationships with investing institutions and investment banks, as well as deep knowledge of c-suite pressures and board level priorities, John advises a growing portfolio of clients in a wide variety of industries with present client concentrations in the technology, business services, retail, consumer goods, industrial and healthcare sectors. John began his career as a registered investment advisor for Merrill Lynch.
John holds a BA in Government from Lawrence University.
Deborah Pawlowski, IRC®
Deborah Pawlowski, IRC®
Deborah joined Alliance Advisors Investor Relations in 2024 through the acquisition of Kei Advisors, which she founded in 2000.
Deborah is a proven entrepreneurial business leader with more than thirty years’ experience in investor relations, capital markets, marketing, strategic planning, leadership coaching and management. She has a demonstrated track record of success with communication deployments of successful strategic shifts, market perception alignments, crisis management, and capital raises. She is committed to excellence in managing market perceptions for organizational change. With a proven ability to instill a common vision and understanding of strategic direction and opportunities of her client companies, she builds respect and credibility for management with investors and analysts. Her experience base comes from both the corporate perspective, while leading the investor relations program at National Fuel Gas Company (NYSE: NFG), a diversified energy company, and American Precision Industries Inc. (formerly NYSE: APR), a diversified manufacturing company.
Deborah’s breadth of experience and dynamic energy combine to provide counsel to executive management and Boards of Directors in investor relations initiatives and capital markets positioning. Known for strategic foresight, she coaches executives through challenging issues and provides crisis planning and executive team development with creativity and ingenuity.
Deborah is also an independent leadership coach, working with up-and-coming leaders, executive management and Boards of Directors to assess individual personality and skills using various tools including 360s, behavioral interviews and Hogan assessments. She aids in the understanding of an individual’s impact on the success of an organization or team, develops plans to drive excellence in their performance and helps in the discovery of how change can unleash their full potential.
Currently she serves as a member of the Board of Directors of Allegany Insurance Group, where she is a member of the Investment Committee. She also is a member of NIRI: The Association of Investor Relations Investor Relations Charter (IRC) Certification Counsel. Deborah is a former member of the Board of Directors of NIRI and past President of the NIRI Virtual Chapter. In her spare time, Deborah also serves on the Board of Directors of Combat Wounded Veterans Challenge.
Deborah is a graduate of the United States Military Academy at West Point where she earned her BS in General Engineering and served five years active duty and two years inactive in the United States Army. She received her MBA from the University at Buffalo, The State University of New York.
Angela Holowaychuk
Angela Holowaychuk
Angela joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2023.
Since 2009, Angela has found herself at the forefront of emerging technologies, holding diverse senior executive positions leading and transforming operations, business strategy, sales and marketing in highly regulated industries, such as gaming, fintech, blockchain mining, and digital assets. Her expertise lies in building global operations, frictionless applications and service channels from the ground up, executing go-to-market strategies and working closely with diverse stakeholders in private and public markets. She is always bringing people together for new perspectives, amplifying culture, building community and creating memorable experiences.
Angela attended the British Columbia Institute of Technology for Operations Management, and she recently earned her Global ESG designation and certificate through Competent Boards.
Jessica Cannon
Jessica Cannon
Jessica joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2022.
Since 2009, Jessica has focused her career on leading and streamlining day-to-day business operations. Her outgoing personality, strong leadership skills, and deep industry knowledge create a dynamic and inclusive workplace culture that aligns with Alliance Advisors’ vision and brand. Jessica is passionate about fostering a high-performing environment by recruiting top talent, nurturing growth, and building cohesive teams that drive the company’s success.
With her diverse background spanning private equity and construction development firms in Vancouver, she excels in hiring and retaining talent, promoting a people-first culture, and ensuring smooth operations. Her strategic approach to people and culture makes her a trusted partner in shaping the organization’s future. Jessica’s high level of professionalism and expertise in fast-paced, high-level industries enable her to successfully lead as Head of Operations, People & Culture at Alliance Advisors IR.
Bruce Voss
Bruce Voss
Bruce joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which he joined in 1997.
Bruce is a seasoned investor relations professional who has worked in the healthcare sector since 1990, primarily in consulting settings. He leads the firm’s global medical practice, having served more than 500 biotechnology, pharmaceutical, medical device, diagnostics and services companies. His clients range from development-stage to members of the S&P 500, Fortune 500 and NASDAQ 100, working in most every disease category and trading on all U.S. and several international stock exchanges.
Bruce has provided counsel to C-suite executives on all aspects of investor relations with a particular focus on high-impact/high-visibility events including M&A transactions, clinical trial readouts, regulatory actions, crisis support, executive transitions and shifts in corporate strategy. He enjoys extensive relationships within the business and financial communities. His clients have raised more than $5 billion via equity and convertible debt issuances, royalty monetization and asset sales, including nearly two dozen IPOs, reverse mergers and de-SPAC transactions.
Bruce has won numerous industry awards and has lectured at NASDAQ, NIRI and Up-Listing events. He holds an MBA from NYU’s Stern School of Business, a BS from the Carlson School of Management and a BA from the University of Minnesota.
Jamie Frawley
Jamie Frawley
Jamie joined Alliance Advisors in 2024 through the acquisition of irlabs, which he joined in 2023.
Jamie brings over two decades of experience as a seasoned investor relations professional, where he has spent time on both the issuer and agency sides representing both early-stage private companies to publicly listed companies on various exchanges. He has worked across many industries, including mining, oil & gas, CPG, and technology, where he has helped with fundraising initiatives totaling over $250 million of private capital. Earlier in his career, Jamie worked with top-tier marketing agencies where he developed strategic plans and executed consumer marketing programs for his Fortune 500 clients. Jamie’s strengths include strategic planning, investor targeting and capital raising initiatives, content creation, peer analysis and research, media relations, earnings calls, and the coordination of investor roadshows and conferences. Jamie is a strategic thinker and passionate about achieving his business goals.
Jamie holds a Bachelor of Arts from the University of Western Ontario.
Jody Burfening
Jody Burfening
Jody joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined in 1997.
Jody leads a team of account professionals who specialize in executing investor relations programs for clients spanning the technology, diversified industrials, clean tech, aerospace/defense and consumer goods sectors. With over three decades of investor relations experience, Jody has advised clients through capital markets cycles and evolving disclosure rules and communications best practices. Jody has designed the strategy for and managed the implementation of a broad range of investor relations programs, helping both under-discovered and newly public companies gain Street sponsorship and achieve their capital markets objectives. Also, she has advised clients on the full spectrum of strategic and crises communications issues, including activism and unsolicited buy-out offers, bankruptcies, plant closings, C-level transitions and product defects. She brings to investor relations a background in corporate finance, equity valuations and mergers and acquisitions.
Jody earned an MBA from the Wharton School of Business, she holds an MA in International Relations from the University of Chicago and a BA from Wheaton College.
Kirsten F. Chapman
Kirsten F. Chapman
Kirsten joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined in 1999.
Since 2004, she has led a team of account professionals who specialize in working with small-cap public and private companies in a variety of industries including software and services, cleantech and traditional industrial, consumer products and telecommunications. She believes the core to improving communications begins with a thorough understanding of the business followed by organized programming and proactive implementation. Specializing in message development, communication and investor interaction, Kirsten helps clients in all stages of the business cycle navigate Wall Street. She has guided over 75 companies through a range of IR activities including quarter end reporting, non-deal roadshows, acquisitions, management changes, catalyst events, turnarounds, product launches, IPOs, follow-on transactions and more.
Prior to LHA, Kirsten served as the Head of Investor Relations at Glenborough Realty Trust, which at the time was a publicly traded $2 billion market-cap real estate investment trust. Responsible for all investor relations activities, she focused on creating and disseminating a consistent company message as well as targeting and managing institutional investors. Prior to Glenborough, Kirsten worked in New York for 10 years with J.P. Morgan Investment Management and Chase Manhattan Bank, where she honed her accounting, financial analysis and client relationships skills.
Kirsten earned an MBA from Fordham Graduate School of Business while working and received her BS from Lehigh University. A member of the National Investor Relations Institute (NIRI), she has served on the San Francisco chapter’s board. In 2006, she led the IR team that won a PRSA Silver Anvil Award for Improved Connections to Investors.
Craig Mychajluk
Craig Mychajluk
Craig joined Alliance Advisors Investor Relations in 2024 through the acquisition of Kei Advisors, which he joined in 2007.
Craig brings over 25 years of experience as a seasoned financial professional with experience in investor relations, financial services, and product management. Craig develops and implements strategic investor relations programs for companies across various industries, including industrials, technology, consumer, aerospace & defense, and financial services.
Specializing in customized IR services, Craig helps small-cap and micro-cap companies optimize their market value. He is highly skilled in managing investor relationships and tactical IR activities, with expertise in transactional and crisis communications. Known for his analytical acumen and client-focused strategies, he possesses an extensive background in investor relations, financial analysis, and market research, making him a vital asset to both his clients and the broader financial community.
Prior to his time at Kei Advisors, Craig built a strong foundation at M&T Bank, where he served as Assistant Vice President, Product Manager. In this role, he managed several commercial products, oversaw new product implementation, and conducted comprehensive industry and market research. Earlier in his career, Craig was a Mutual Fund Trader in M&T’s Investment Group, where he was responsible for the trading of mutual funds and money markets for the bank’s trust division.
Craig holds an MBA from St. Bonaventure University and a BA in Business Economics from the State University of New York at Potsdam.
Carolyn Capaccio, CFA
Carolyn Capaccio, CFA
Carolyn joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined in 2004.
Carolyn brings over two decades of experience, leveraging her background as a sell-side analyst and an investor relations advisor. She possesses deep expertise in counseling public companies on their IR program strategy, formation, implementation, and communication of major corporate events, including significant management changes, emergence from bankruptcy, rebuilding/relaunching corporate identity, facilities closures, transformational M&A, and capital markets transactions. She has worked with clients in the industrial/manufacturing, cleantech, building products, exchange, telecommunications/media/technology, AdTech and fintech sectors. She led a comprehensive perception study and repositioning exercise for NASDAQ and was a co-author of the NASDAQ OMX Going Public Guide for North American Companies.
Prior to joining LHA, Carolyn was an equity research analyst at Robertson Stephens, a boutique investment bank, where she applied a return on invested capital (ROIC) and discounted cash flow (DCF) focus to analyze catalog, retail, and e-commerce channels in the hard and soft-goods retail sectors. She began her career at Prudential-Bache Securities as an equity coordinator on the firm’s equity research desk.
Carolyn earned a BA from Rutgers University where she participated in the Henry Rutgers General Honors Program and is a CFA® charterholder.
David Barnard, CFA
David Barnard, CFA
David joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which he joined in 1999.
David brings over three decades of experience as a seasoned investor relations professional and finance expert with a diverse career. David has earned a reputation as a trusted advisor at Alliance, where he leads investor relations programs, develops communication strategies, and manages accounts across multiple industries. His expertise covers investor relations, crisis communications, capital planning, media production, and team supervision. Prior to LHA, he was senior vice president of research for Morrison & Frazier LLC, a San Francisco Bay area money manager, where he served as co-portfolio manager and equity analyst.
With experience in financial modeling, business planning, and benchmarking, David has helped dozens of companies navigate complex challenges, from earnings shortfalls to acquisitions and product delays. As a co-founder of Iridium Consulting Group and Edge Media Inc., he also has extensive experience in entrepreneurship, capital formation, and content aggregation.
David earned his MBA from Indiana University and his BM in Jazz Studies from Indiana University and is a CFA® charterholder.
Harriet C. Fried
Harriet C. Fried
Harriet joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined in 1999.
Harriet brings over two decades of IR experience, managing comprehensive IR programs for clients in a wide variety of sectors, including consumer goods, industrial/manufacturing, technology, transportation and business services. Her expert counsel and fresh strategic and tactical ideas – personalized to fit each client’s business fundamentals and corporate culture – have enabled clients to enhance their messaging, expand the scope and caliber of their shareholder base, and build their sell-side coverage. Client longevity is a hallmark of Harriet’s contributions to the firm; among her clients, several have been IR clients for more than 10 years.
Harriet’s background also includes 20 years of corporate communications, consulting, and Wall Street experience. Before entering the field of IR, she was a Vice President at Kidder, Peabody & Co., first specializing in federal finance and then moving into corporate public relations, and at Oppenheimer & Co., where she focused on real estate finance.
Harriet earned an MBA from Fordham Graduate School of Business, an MA with honors in Urban Affairs and Policy Analysis from The New School for Social Research, and a BA with honors from the University of California, Santa Cruz.
Jody Cain
Jody Cain
Jody joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she originally joined in 2001.
Jody is an accomplished senior-level communications professional with over three decades of experience, including more than two decades on the healthcare team. She is a strong strategic consultant with knowledge covering a broad range of communications issues, including corporate positioning, financial guidance, capital markets strategies and transactions, mergers and acquisitions, shareholder activism, management changes, licensing and partnership agreements and product recalls. Clients benefit from a wealth of investor relations, crisis and transactional expertise from her years at leading investor relations and crisis communications agencies. Jody brings an additional aspect to her client counsel through experience leading an in-house corporate communications department. She works closely with senior management teams to develop messages that resonate with investors and identifies the best avenues to communicate these messages to targeted audiences.
Jody has been a speaker on investor and media relations at SEC Institute and International Business Forum conferences, as well as on investing in biotechnology at the UCLA/MIT Venture Forum.
She holds BA and MA degrees in Communications from the University of Washington.
Yvonne Briggs
Yvonne Briggs
Yvonne joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined the healthcare practice in 2019.
Yvonne brings over two decades of experience, leveraging her background in investment banking and on the corporate side to assist healthcare clients with their communication and growth strategies. She has experience providing financial guidance and crafting corporate messaging for transactional situations.
Yvonne began her career in the equity research departments of Dean Witter and Smith Barney before earning her MBA. She then spent nearly a decade on Wall Street as an investment banker at Oppenheimer & Co., rising from Associate to Vice President and executing capital raising and M&A transactions for middle-market healthcare companies. Yvonne was subsequently hired by her client IRIS International, a publicly traded medical device company. At IRIS International, she focused on corporate development including investor relations, acquisitions, and strategy, through the company’s acquisition by Danaher Corp. During her tenure, IRIS International grew from $30 million to $130 million in annual revenues, with significantly enhanced exposure to the Street. Most recently, she worked for SilverGens, an early-stage digital health company as head of its corporate development efforts, focusing on strategy, product development, partnerships, and capital raising.
Yvonne holds an MBA from the Stern School of Business at New York University and a BS in Business Administration from Pepperdine University.
Adele Carey
Adele Carey
Adele joined Alliance Advisors Investor Relations in 2024 with close to two decades of experience in corporate finance, fundraising, IPOs, quarterly earnings, and investor communications.
A seasoned investor relations professional, Adele has rich expertise across various industries and has successfully built investor relations programs for public and private companies. Prior to joining Alliance Advisors IR, Adele was Director of Investor Relationships and Development at DLP Capital, where she spearheaded successful capital-raising efforts for real estate equity and debt funds. Previously, as Vice President and Head of Investor Relations at BTCS Inc., Adele led the overhaul of investor communications and public relations across multiple platforms, ensuring coherent corporate messaging and enhancing investor engagement. Her efforts were instrumental in developing key relationships with analysts and investors, broadening the company’s shareholder base, and elevating its profile through strategic media placements and investor events.
Adele helped implement a best-in-class investor relations strategy to increase brand awareness within the investment community. In 2021, Adele received the Rising Star Award at CrowdStreet, and in 2014, Adele received two awards at Synchrony Financial for her accomplishments.
Adele holds a bachelor’s degree in business administration and management from the Lubin School of Business at Pace University.
Sarkis Sherbetchyan
Sarkis Sherbetchyan
Sarkis joined Alliance Advisors Investor Relations in 2024 with over 15 years of experience in investment research, strategic finance, and investor relations.
Sarkis brings deep expertise in capital markets, executing strategic initiatives, and driving business growth. Sarkis’s career spans roles in equity research, investor relations, corporate finance, and management consulting, where he has advised institutional investors and collaborated with executive teams to deliver meaningful financial insights, capital allocation strategies, and impactful business process improvements. Sarkis strives to deliver excellence through analytical rigor, clear communication, and a solution-oriented mindset.
He graduated Magna Cum Laude from the University of Southern California with a BS in Accounting, and has passed Level II of the CFA Program.
Tirth Patel
Tirth Patel
Tirth joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which he joined in 2021.
Tirth brings over a decade of IR experience, specializing in corporate communications and capital markets strategy for healthcare companies. He started his investor relations career in 2013 and has guided private and public companies in various healthcare sub-sectors to accomplish their capital markets goals including IPO support, fundraising strategy, scenario planning, crisis communications, and more. Building upon an academic background in the life sciences, Tirth understands scientific and structural complexities within healthcare to better position companies to capture interest from investors and other stakeholder groups and differentiate them from the competition.
With sector expertise across healthcare, Tirth has guided companies in biotech, pharmaceuticals, MedTech, diagnostics, telehealth and more. With a strong track record of crafting compelling corporate messaging, building meaningful relationships with the financial community, and executing effective IR strategies, Tirth helps companies effectively communicate their value proposition and navigate the capital markets landscape.
Prior to joining LHA, Tirth was Director of Investor Relations at BioDelivery Sciences (NASDAQ: BDSI), where he led the development of their IR program. Earlier in his career, he was a senior professional in the New York offices of Tiberend Strategic Advisors and Edison Group, where he specialized in healthcare-focused investor relations.
Tirth holds a BA in Mathematics from Emory University and an MA in Motor Learning & Movement Disorders from Columbia University.
Alex Villalta
Alex Villalta
Alex Villalta joined Alliance Advisors Investor Relations in 2024, bringing over two decades of cross-border investor relations expertise. Alex’s deep understanding of capital markets and hedge fund investments, coupled with his experience in both agency and corporate in-house roles, enables him to provide strategic advice to clients and build strong relationships with C-suite executives and global institutional investors.
Alex’s career highlights include advising clients on numerous IR campaigns in the small to large-cap TMT sector and bringing several overseas companies to the U.S. market. Alex has a proven track record of success in IPO listings, quarterly earnings, non-deal roadshows, conferences, Analyst / Investor Days, M&A transactions, VC financings, and investor perception studies. Before Alliance Advisors IR, Alex was an Associate Vice President at K2 Advisors, a Franklin Templeton Investments company, where he covered $10.5 billion of custom hedge fund investments. Prior to joining K2 Advisors in 2013, Alex led the Technology practice at The Ruth Group, a leading IR/PR firm located in NY.
Alex holds a BA in Economics from Hunter College and is an active member of NIRI.
Todd Skene, MBA
Todd Skene, MBA
Todd joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which he joined in 2021.
Todd facilitates investor access and engagement by connecting companies with members of the investment community and establishing relationships within the capital markets ecosystem across North America. He has over 20 years of finance and business strategy experience and is known for his ability to bring unique and creative strategic insights and market intelligence forward to shape the thinking and positioning of investment opportunities and business strategies. Through his corporate and project finance experience he has been involved in structuring over $5 billion in complex transactions and through his investor relations experience has been involved in raising over $250 million in capital for global tech firms and innovative tech start-ups. Todd’s strategic management experience has supported mergers & acquisitions, new venture initiatives and corporate strategic planning.
Todd holds a BBA in Finance and an Executive MBA from Simon Fraser University. He is currently on the Board of the Canadian Investor Relations Institute BC Chapter. Todd is also a licensed exempt market dealer.
Bryan Baritot
Bryan Baritot
Bryan joined Alliance Advisors Investor Relations in 2024 with over 10 years of experience in capital markets as both an institutional investor and sell-side analyst.
Prior to joining Alliance Advisors IR, Bryan spent seven years working for top multi-strategy asset managers with a core focus on public equity portfolio management and research-driven idea generation. In this capacity, Bryan worked extensively with C-suite executives and investor relations teams to help better understand respective business strategies, capital markets solutions/challenges and ultimately drive well-informed investment decisions. Prior to his work on the buy-side, Bryan spent three years as a sell-side research analyst, covering public equities for top-ranked research teams at several of Wall Street’s largest bulge bracket investment banks.
Bryan holds a BS from Miami University with an Accounting & Finance focus.
Fatema Bhabrawala, MBA
Fatema Bhabrawala, MBA
Fatema joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2022.
Fatema brings close to two decades of experience in public relations, communications and marketing. She has managed brands such as Accenture, Fujitsu PC, Netgear, Atlantis Hotels-Dubai and many others. Before joining irlabs she was managing B2B clients in the cannabis and psychedelics space. Fatema enjoys building brands and creatively sharing branded stories with their audiences. Fatema is known for her strategic and creative approach towards communications.
Fatema holds an MBA in Communications and Public Relations from Limkokwing University of Creative Technology.
Jeff Kelley
Jeff Kelley
Jeff joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which he joined in 2000.
Jeff brings close to three decades of experience in cultivating relationships with institutional investors, securities analysts, investment bankers, and retail stockbrokers, primarily on behalf of clients in all sub-sectors of the healthcare industry. His work covers clients with market capitalizations ranging from less than $50 million to more than $500 million. Jeff has taken the lead on arranging meetings for clients at the annual JPMorgan Healthcare Conference, with as many as 30 clients holding more than 550 meetings in a three-day period.
His contribution to successful client programming has included supporting fundraising activities through introductions to investment bankers and direct investors, arranging introductions with sell-side analysts leading to company coverage and securing invitations for clients to present at brokerage-hosted investment conferences. While most client roadshows are managed by the firm, Jeff also works frequently with institutional sales forces and analysts. His previous experience includes more than 15 years as a retail stockbroker, market maker, and investment advisor at Shearson Lehman, PaineWebber, Crowell Weedon and Dean Witter Reynolds.
Jeff holds a BA in History from the University of California Los Angeles and has earned graduate business credits from Pepperdine University and graduate history credits from California State University Los Angeles.
Jordan Simon, CFA
Jordan Simon, CFA
Jordan joined Alliance Advisors Investor Relations in 2024 with a decade of experience in corporate development, investment banking, mergers & acquisitions, valuations, and capital raising.
Prior to joining Alliance Advisors IR, Jordan played a key role on the corporate development team at FLO EV Charging, where he helped raise $136 million in Series E financing. Previously, at Laurentian Bank Securities, he advised on M&A and capital raising mandates for middle-market companies with market capitalizations ranging from $200 million to $5 billion. At Neptune Wellness Solutions, Jordan executed the company’s M&A strategy and led corporate development efforts, which included sourcing, due diligence, negotiation, and execution. Before his role at Neptune, Jordan provided clients with complex valuation assessments and litigation support, particularly in relation to M&A transactions and financial reporting matters. His operational experience encompasses financial planning and analysis as well as property management. He is an avid golfer, ice hockey player, and jazz enthusiast.
Jordan holds both undergraduate and graduate degrees from McGill University and is a CFA® charterholder.
Susan Xu
Susan Xu
Susan joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2023.
Susan brings over five years of experience in capital markets, equity research, and real estate private equity. Susan has been involved in raising over $300M in capital for a multi-billion-dollar take-private transaction in the real estate securities space and has experience working on high-profile activist campaigns and board refreshment initiatives. Susan was formerly an Equity Research Associate specializing in the Canadian and US cannabis sectors where she helped manage relationships with institutional investors and issuing companies through industry newsletters, research and roadshows. Susan is known for her creativity, adaptability and can-do attitude.
Susan holds a BS in Integrated Sciences from the University of British Columbia.
Karryn Tapsas
Karryn Tapsas
Karryn joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2022.
Karryn is an experienced capital markets and communications professional specializing in investor relations programs for clients spanning the technology, real estate, food and beverage, and consumer goods sectors. Karryn advises clients on the full spectrum of strategic communications, media and digital strategies. She specializes in supporting private companies transitioning through the public offering process and in building long-term client relationships. Prior to joining irlabs, Karryn was an Investment Associate at Colliers and a Financial Analyst at Marcus and Millichap.
She holds a BCom in Finance from UBC Sauder School of Business, a Real Estate Trading Services license and the Canadian Securities Course credential.
Ali Asghar Poonawala
Ali Asghar Poonawala
Ali joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which he joined in 2022.
Ali has over seven years of experience in equity research and investment banking for AKD Securities Ltd., a full-service securities and brokerage firm in Pakistan, where he was widely quoted in multiple domestic and international news outlets. Ali brings expertise covering the energy supply chain, consumer durables, and technology, while collaboratively raising US$75 million in cumulative capital via public and private vehicles.
Ali is driven to craft compelling investment narratives, backed by defensible data, and attuned to market sentiments.
Ali holds a BBA degree in Finance and Economics from the Institute of Business Administration in Karachi, Pakistan. Ali has passed Level II of the CFA Program.
Keaton Olsen
Keaton Olsen
Keaton joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which he joined in 2021.
Previously, Keaton was a Public Affairs Summer Student at the Ontario Securities Commission where he produced media reports, researched background information for media inquiries, proofread documents such as the OSC’s annual report and prepared social media strategies for events, among other things.
Keaton holds a BA in Political Science with a minor in Writing Studies from Western University and a postgraduate certificate in public relations from Humber College. Keaton has passed Level I of the CFA Program and has earned the Canadian Securities Course credential as well as the CFA Institute’s Certificate in ESG Investing.
Chris Santa Cruz
Chris Santa Cruz
Chris joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which he joined in 2023.
He manages comprehensive investor relations programs, specializing in de-SPAC transactions and pre-IPO planning. He has developed IR programs from the ground up and driven the execution of investor outreach initiatives. He also has coordinated investor events and roadshows and drafted materials for public and private companies to ensure robust IR support for corporate transactions and IPO readiness.
Chris earned a BA in Economics from Simon Fraser University and has passed all three levels of the CFA exam.
Rica Rabang
Rica Rabang
Rica joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2022.
Rica combines technical expertise with a passion for creativity, specializing in both organic and paid media strategies that drive measurable success across various industries. Rica’s creative reels have earned recognition, including advertising credits from a TikTok contest.
With her expertise in email marketing and website management, Rica drives improved engagement and visibility for clients. Rica produces high-quality corporate videos and designs marketing materials, ensuring cohesive brand identities. Rica’s blend of technical and creative skills makes her an invaluable asset in digital marketing and brand development.
Rica holds a BS in Information Technology with a minor in Business Administration degree from Fairleigh Dickinson University and holds a Yellow Belt Six Sigma Certification.
Daniel Chertock
Daniel Chertock
Daniel joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which Daniel joined in 2019.
Daniel brings a unique combination of analytical expertise, financial acumen, and a deep understanding of investor relations to the team, enhancing the firm’s ability to effectively collaborate with clients and stakeholders. Daniel is an Investor Relations Associate at Alliance Advisors IR. Previously, he worked at PNC Bank in their Treasury Management Department.
Daniel received a BS in Economics & Mathematics from The George Washington University and is currently studying to receive his Master’s degree in Financial Mathematics at North Carolina State University.
Lianna Santiago
Lianna Santiago
Lianna joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined in 2018.
Lianna Santiago brings over 6 years of experience in administration experience in Investor Relations. In her short tenure at LHA, she has been twice promoted—first to Account Coordinator and then to Associate Account Executive—demonstrating her commitment and capability in the field.
Lianna is a dedicated and resourceful professional, excels in effective communication and operational support, with a proven ability to manage scheduling, conduct thorough research, and ensure smooth daily operations. Her strong organizational skills and meticulous attention to detail make her a valuable asset in enhancing stakeholder relationships and optimizing team performance. Passionate about fostering collaboration and driving efficiency, Lianna is committed to delivering exceptional results in every endeavor.
Matt Coltura
Matt Coltura
Matt joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs.
With over six years of lending expertise, Matt brings a dynamic blend of experience in both lending and managing client relationships. Driven by a passion for delivering results, Matt excels at crafting innovative solutions that align with client goals, making him a trusted partner in the world of investor relations. Known for his relentless work ethic and unwavering commitment to client success, Matt is dedicated to building strong, lasting relationships that fuel growth and opportunity.
Matt holds a BBA in Finance from Okanagan College and has successfully completed the Mortgage Brokers in BC Course at UBC.
Kaitlin Cottone
Kaitlin Cottone
Kaitlin joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined in 2021.
Kaitlin brings a decade of experience in administrative functions, with the last three being in investor relations. From managing complex schedules and organizing high-stakes meetings to streamlining communication and enhancing operational efficiency, Kaitlin’s strengths lie in her ability to assess any situation quickly, efficiently, and analytically to come to the most advantageous solution.
Kaitlin graduated from Hofstra University with a dual bachelor’s in criminology and Sociology and a paralegal certificate.
Munira Karimi
Munira Karimi
Munira joined Alliance Advisors Investor Relations in 2024 through the acquisition of Kei Advisors, which she joined in 2022.
Munira is a versatile and dynamic Investor Relations Associate with a diverse professional background spanning multiple industries. She leverages her multifaceted experience to create compelling communication tools that effectively convey our clients’ value proposition to stakeholders.
Prior to joining the investor relations field, Munira honed her analytical and interpersonal skills through roles in non-profit economic programs, logistics accounting, and international hospitality. Her time in the sports industry, focusing on operations and management, further developed her ability to thrive in fast-paced environments and manage complex stakeholder relationships. Munira’s unique blend of financial knowledge, cross-cultural communication skills, and operational expertise makes her an invaluable asset in bridging the gap between the company and its investors.
Munira holds a BA in Economics from the University at Buffalo and has completed coursework at Syracuse University. Munira is also a member of the National Investor Relations Institute.
Alexis Harper
Alexis Harper
Alexis joined Alliance Advisors Investor Relations in 2024 with over five years of experience in strategic planning, content creation, and digital marketing.
Alexis is a bilingual communications professional (French and English) and has built a solid foundation in crafting effective communication strategies across diverse sectors. As a skilled writer, she has contributed to various news and business publications, and her experience includes managing client relationships, executing comprehensive communication plans, and producing high-quality content that engages target audiences and enhances brand reputation.
Alexis holds a Bachelor’s degree in French and Communication Studies from McMaster University, along with certifications in digital marketing and social media. She is also a member of the International Association of Business Communicators (IABC).
Joyce Lee
Joyce Lee
Joyce joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2023.
Joyce is specialized in integrated marketing strategies, content development and brand storytelling. Prior to joining irlabs, she made her mark as a freelance writer and held key roles in communications at various non-profit organizations. Joyce’s passion for storytelling drives her commitment to helping brands build strong connections with their communities.
Joyce holds a BA in English and Sociology from the University of Toronto.
Paulina Carbonaro
Paulina Carbonaro
Paulina joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2022.
Paulina is a creative marketing professional who brings over 15 years of marketing and graphic design experience. She began her career in market research and pivoted to digital marketing to pursue her passions for design and writing. While her experience spans all aspects of marketing, her specialty is graphic design and brand development.
Paulina’s skills include brand conceptualization and implementation, including logo design, email and social media marketing, website design, graphic design and video marketing. Paulina has experience with data analysis, SEM/SEO, copywriting, internal communications and investor marketing. Paulina has worked with companies in various industries including tech, HR, mining, healthcare, aviation, financial services and industrial, among many others.
Paulina holds a BA in English from the University of Toronto and has a postgraduate certificate in book & magazine publishing from Centennial College.
Phil Babcock
Phil Babcock
Phil joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which he joined in 2023.
He is a versatile creative professional with over 20 years of experience as a graphic designer and photographer across various industries. Phil started his career in the publishing world as a graphic designer, before moving on to lead a creative department in the real estate space and adding photography to his skill set. Following a successful 10-year tenure running a creative services business, Phil shifted his focus to the investor relations world.
Phil’s expertise is in creating impactful designs and capturing engaging imagery to match, to help drive your business to the forefront of your industry.
Soheila Boscarino
Soheila Boscarino
Soheila joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2023.
Soheila has a passion for user experience and graphic design and has taken her knowledge of user-centred approaches and applied it to her marketing work. She has worked with Canadian companies to rebrand their image to better deliver the company’s values, missions, and resources to their desired target audience. In addition, she has extensive graphic design experience which has aided her in work such as promotional posters, iOS applications, and freelance graphic design work.
Soheila holds a BA in Interactive Arts and Technology with a concentration in Design, from Simon Fraser University.
José Paredes
José Paredes
José joined Alliance Advisors Investor Relations in 2024 with his dynamic expertise in brand communications, marketing, customer service, and sales.
With experience across B2C and B2B companies, NGOs, multinational corporations, and startups, he has honed his skills in content creation, CRM, logistics, and public speaking. José has worked with organizations such as Amazon, Mediterranean Shipping Company, and Adrianople Group, contributing to marketing strategies, customer experience, and international trade operations. His passion for leadership, continuous learning, and community development through digital solutions sets him apart.
He holds a Bachelor’s degree in International Relations from Central American Technological University, Honduras, and a Master’s in Business Administration and International Trade from EUDE Business School, Spain.
Mallory Dietl
Mallory Dietl
Mallory joined Alliance Advisors Investor Relations in 2024 through the acquisition of irlabs, which she joined in 2021.
Mallory brings over five years of experience in administrative, operational and start-up experience. Prior to working in the private sector, she began a seven-year career as an Emergency Medical Technician while completing her business degree.
A strategist by nature, she has always had a love for creating processes, developing new ideas and supporting creative leaders. She is known for her efficiency, even-tempered personality and attitude of excellence.
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