Edward R. Hatfield
Founder & CEO
Our team of highly-qualified professionals has extensive experience across investor relations, equity research, portfolio management, private equity, investment banking, journalism and corporate communications – enabling us to create tailored and remarkably sophisticated solutions for our clients.
Founder & CEO
Ted Hatfield co-founded Solebury Capital in 2005 and has jointly led the firm to become the country’s most influential equity capital markets advisory boutique. Ted has nearly 30 years of capital markets experience on Wall Street, including a background in fixed income trading, equity underwriting and ECM advisory. Ted has been responsible for the pricing of more than 750 IPOs, marketed follow-ons and block trades in every sector of the economy.
Prior to forming Solebury, Ted spent 20 years at Credit Suisse, serving as Head of U.S. Equity Syndicate Department – Americas. For approximately 10 years, Ted was responsible for overseeing the marketing, pricing, allocation and trading of all Credit Suisse’s equity and equity-linked transactions listed in North America as well as all US-listed transactions marketed abroad. Ted was a member of the organization’s U.S. Equity Management Committee, Global ECM Management Committee, Equity Valuation Committee, Global Research Reform Project Board, IPO Practices Committee and Co-Chairman of the IPO Allocation Review Committee.
Ted received a B.S. in Finance and Marketing from Lehigh University and lives in Summit, NJ with his wife and four children.
Founder, Solebury Capital Vice Chairman, Corporate and Institutional Banking, PNC Financial Services Group
Founder, Solebury Capital Vice Chairman, Corporate and Institutional Banking, PNC Financial Services Group
Alan Sheriff, a 35-year veteran of the equity capital markets, co-founded Solebury Capital in 2005 and formerly served as Co-CEO. Under his guidance and leadership, the firm has become the premier independent equity capital advisory firm, known for bringing deep product expertise, unparalleled market knowledge and unbiased advice to its clients. Alan has personally worked on hundreds of IPOs, follow-ons, block trades and provided general capital markets counsel to financial sponsors such as Bain Capital, Ares Management, Apollo, American Securities, TH Lee, Freeman Spogli, TSG Consumer and many others. He has also worked directly with companies such as Nielson, The Carlyle Group, Dunkin Brands, Canada Goose, BRP (Bombardier Recreational Products), Aramark, Black Knight Financial, Patheon, Planet Fitness, and Party City, among others.
Prior to founding Solebury Capital, Alan held several senior-level positions at Credit Suisse First Boston, including serving as Co-Head of Equity Capital Markets for the Americas. He also chaired Credit Suisse’s Equity Valuation Committee and sat on the firm’s Investment Banking Committee. Alan also led CSFB’s Equity-Linked Capital Markets desk as well as the firm’s ECM Restricted Stock effort. He began his career at Salomon Brothers.
Alan graduated from the University of Rochester with a B.A. in Political Science, Magna Cum Laude, Phi Beta Kappa. He also received a MPA from Columbia University’s School of International and Public Affairs. He is a member of The Council on Foreign Relations and the NationSwell Council.
In January 2011 Alan served as a delegate for the U.S. State Department’s Global Entrepreneurship Program in Egypt, in an effort to promote and spur entrepreneurship around the world. He is also the founder of Teach2Serve, a nonprofit designed to educate and train select high school students for careers in public policy and nonprofit work. Additionally, he is a member of the board of the Travis Manion Foundation, which empowers veterans and families of fallen heroes to develop character in future generations. Alan is also a past Trustee at Delaware Valley University and The Solebury School.
Alan and his wife live in Bucks County, Pennsylvania with their two dogs. They are the proud parents of four sons.
Chairman and COO
Victor has 40 years of financial industry experience. He oversees all administrative and legal matters of Solebury Capital and Solebury Strategic Communications, and provides guidance and judgment on the daily business operations of each group.
Victor began his Wall Street career at Salomon Brothers where he was Global Head of Equity Capital Markets. He also served as a member of the four-person Equity Operating Committee, responsible for running Salomon’s global equity business. After Salomon brothers, Victor joined UBS as Co-Head of Investment Banking and Head of North America Capital Markets. He was a member of the Regional Management Committee with responsibility for all U.S. capital markets products. Following UBS, Victor served as Global Head of Equity Capital Markets at Bear Stearns where he was a member of the firm’s Commitment Committee and President’s Council.
Previously, Victor was a member of the Board of Directors at Verity, Inc., chairing both the Audit and Governance committees. Victor was also a member of the Board of Directors at Peregrine Systems, serving as Chairman of the Governance Committee, a member of the Audit Committee and a member of the Special Committee formed to handle the sale of Peregrine. He is a former director of Printcafe Software, Inc., where he also sat on its Audit and Compensation committees as well as the Special Committee of Independent Directors at the time of the company sale. Victor was a director at Dwango Wireless and served as non-executive Chairman.
Victor graduated from Penn State University with a B.S. in Finance and currently lives in Pound Ridge, NY.
David joined Solebury Capital in 2007 after a 16 year career at Goldman Sachs in the Equity Capital Markets Group. Over the course of his career, he has led more than 500 equity IPOs, follow-ons, block trades, and private placements – in the U.S. market as well as globally, particularly in Latin America.
At Goldman Sachs, David was a deal captain in multiple sectors, a lead financial services banker, and a leader in the structuring and execution of landmark transactions such as the MetLife, Prudential, CIT, Intercontinental Exchange, Principal, Stancorp and Anthem IPOs. He also led the U.S. execution of a number of non-financial IPOs including Monsanto, Canadian National Railway and China Telecom and was responsible for the block trades business within equity capital markets.
Earlier in his career, David was a consultant at Los Alamos National Laboratory and a staff member for New Jersey Governors Tom Kean and Jon Corzine. David graduated Phi Beta Kappa from Dickinson College with a B.A. in Economics and received a M.A. in International Economics from The Johns Hopkins University. He also received a certificate in European Studies from The Johns Hopkins Bologna (Italy) Center. He is a Court Appointed Special Advocate (CASA) in the NJ foster care system and lives with his wife, Maria, and two children in Titusville, NJ.
Chief Executive Officer
Solebury Strategic Communications
Jeff brings over 20 years of experience in investor relations and equity capital markets to his role as CEO of Solebury Strategic Communications. He leads a team that has delivered strategic investor relations advice and counsel to hundreds of companies across numerous sectors, market caps, and stages in the corporate lifecycle.
Select highlights include:
Previously, Jeff was a member of Citi’s Equity Capital Markets team, originating and executing equity capital raises in the industrial and financial sectors. Prior to Citi, Jeff co-founded Ilios Partners LLC, an investor relations and capital markets consulting firm where he led the investment banking services division. He began his career at The Carson Group, in the investor relations consulting field.
Jeff earned his MBA from Columbia Business School and his B.A. in Economics from Tufts University. Jeff is a member of the National Investor Relations Institute (NIRI) and also holds Series 7, 79 and 63 securities licenses.
He lives in Westchester County, NY with his wife and two children.
Chief Administration Officer
Gina joined Solebury Capital in 2005 and oversees all areas of administration for the firm and its affiliates. Her multifunctional responsibilities include business administration, financial operations, business risk and regulatory compliance.
Prior to joining the firm, Gina was with Acorda Therapeutics, a biotechnology company engaged in the development of drugs that restore neurological function for people with spinal cord injury and other central nervous system disorders. She was responsible for overseeing the direct activities of clinical research organizations (CROs) and vendors for data management, safety reporting, central labs, drug distribution, and statistical analysis of Phase II and Phase III clinical trials. She was also involved in the preparation of Annual Study Reports, Final Study Reports, and NDA submission to the Food and Drug Administration.
Gina earned her B.A. in Pharmacy and Pharm.D. from Rutgers University’s College of Pharmacy.
Chief Operating Officer, Life Sciences
Brad Miles is the Chief Operating Officer of Life Sciences based in New York and leads the firm’s life sciences communications practice. He brings over 20 years of experience leading groundbreaking communications strategies for biopharma companies developing new, advanced approaches to treating diseases.
Prior to joining Solebury Strategic Communications in 2018, Brad ran BMC Communications, LLC, a boutique communications firm he started in 1997 focused on advising Life Sciences companies through complex clinical and regulatory milestones as well as financial and M&A transactions.
Recent engagements and highlights include:
Prior to founding BMC, Brad spent seven years at the specialized healthcare communications agency Ted Klein & Company (TK&C) in New York City, working with clients including Pfizer, GlaxoSmithKline, Marion Merrell Dow (Sanofi-Aventis), Bristol-Myers Squibb and Cephalon.
Brad received a B.A. in Mass Communications from Grand Valley State University. He lives in the Tribeca neighborhood of New York City with his wife and son.
Chief Operating Officer
Sloan joined Solebury Strategic Communications as a Director in February of 2016, after more than 12 years of experience in both buy-side and sell-side research and investment banking. Recent client assignments include:
Sloan recently worked as an analyst at Balyasny Asset Management, a multi-strategy hedge fund with over $12 billion in assets under management. He was responsible for equity recommendations across the Financials sector in the US, Canada and Latin America. Areas of coverage included real estate, specialty finance, banks, asset managers, credit cards, financial services and financial technology.
Previously Sloan was a Vice President at Goldman Sachs in sell-side equity research. He covered both the REIT and specialty finance sectors for more than seven years. In that time, he authored industry and company specific research reports, created proprietary financial and valuation models and marketed his recommendations to both long-only and long-short investors.
In REITs, Sloan has covered every major property type, as well as mortgage REITs and real estate brokers. In 2011, Sloan was ranked the #2 Real Estate analyst in the Wall Street Journal’s “Best on the Street.”
Sloan began his career as an investment banking analyst at Sandler O’Neill & Partners focusing on regional banks.
Sloan earned a B.S. in both Finance and Marketing from Lehigh University.
Managing Director, ESG
Katie is a Managing Director on Solebury Strategic Communications' ESG 360 Team. In her role, Katie advises companies on ESG strategies, materiality assessments, stakeholder engagement, sustainability reports and other ESG disclosures.
Prior to joining Solebury, Katie worked at BSR (Business for Social Responsibility) out of their New York and San Francisco offices. At BSR, she managed sustainability consulting projects on a range of ESG topics including climate change, diversity and inclusion, human rights, and supply chain sustainability. Katie began her career at Urban Green Council, where she helped to improve the sustainability of New York City’s built environment. She also previously lived in Guatemala City and worked for UPAVIM, a women’s artisan cooperative.
Katie holds an M.S. in Development Practice from U.C. Berkeley and a B.A. in Economics and Art and Art History from Bucknell University.
Managing Director, Life Sciences
Amy Bonanno is a Managing Director on the Life Sciences Corporate Communications team. She is instrumental in leading account teams and developing and executing client campaigns and strategies around significant financial and clinical milestones, as well as product launches. A journalist by training, Amy seeks new and creative ways to communicate complex stories. Over the course of her career, she has spearheaded the content creation and production of more than a dozen corporate and disease-awareness websites in addition to scientific illustrations, animations, and explainer videos.
Previously, Amy worked at BMC Communications and in television news production at CBS News. She also has experience in local television news production and headed up a public affairs segment for several years as well as product radio news for local NPR stations. It was her interest in health-related news topics that led her to her career in life sciences communications.
Amy holds a B.A. in Broadcast Journalism from Syracuse University’s S.I. Newhouse School of Public Communications. She currently lives in Charleston, SC with her husband.
Kevin leads Solebury Strategic Communications' Industrials practice. In his role, Kevin has developed impactful messaging and investor communications strategies for more than 200 earnings calls, and designed and executed IR plans for more than 20 companies entering the capital markets through an IPO. He is known for providing sound guidance to senior management teams dealing with the inevitable challenges and complexities that public companies face when interacting with the investment community.
Some of Kevin’s recent engagements include:
Prior to joining the firm in 2012, Kevin spent 13 years in equity research and private equity. He began his career in the top-ranked equity research department at Salomon Smith Barney (Citi), before moving to Merrill Lynch, and then Bank of America. As a senior publishing research analyst, Kevin earned both internal and external recognition from institutional investors during a period of significant disruption and valuation contraction within his coverage universe. He was known for proprietary published research, a unique self-sourced network of industry contacts and a contrarian investment thesis.
Kevin graduated with a B.S. in Finance from the University of Delaware’s Lerner College of Business and Economics. He was a member of the university’s actively managed investment club and played on the Division I varsity soccer team.
Jamie has over 20 years of capital markets and strategic communications experience which provides a unique perspective and skillset as he advises executive management teams on a wide range of topics including corporate positioning and messaging, investor and employee communications, executive management transitions, M&A, and public equity issuance. In his role, Jamie partners with executive management teams to develop strategic communications programs designed to deliver impactful corporate messaging combined with appropriate financial transparency to achieve a company’s fair value in the market.
Today, Jamie leads Solebury Strategic Communications’ Financial Services practice where he provides strategic counsel to both public and private company management teams covering all aspects of investor relations. Jamie has managed the strategic investor relations’ programs for leading companies in the insurance, banking, fin tech, real estate, specialty finance and asset management sectors. Jamie also has experience providing strategic advice to companies in the building products, business services, retail, TMT, and transportation sectors.
Prior to joining Solebury in 2011, Jamie was an institutional equity salesperson at Banc of America Securities in their middle markets group. Following the acquisition of Merrill Lynch in January 2009, Jamie was selected to join a Real Estate focused sales team expanding his coverage to include dedicated REIT investors such as Cohen & Steers and APG Asset. Jamie started his Wall Street career on Credit Suisse First Boston‘s Institutional Equity Sales desk where he spent nine years developing relationships with many of the firm’s most important clients such as Blackrock, Deutsche Asset Management, PIMCO Equity, Fred Alger, and Dreyfus.
Prior to his career on Wall Street, Jamie was an account marketing representative for the Xerox Corporation where he completed their extensive sales training programs and earned distinction, having received President and Par Club awards.
Jamie received his B.A. in History from Bucknell University and an MBA in Finance from Cornell University’s S.C. Johnson Graduate School of Management. He also holds Series 7 and 63 securities licenses and is a member of the National Investor Relations Institute (NIRI).
Managing Director, Life Sciences
firstname.lastname@example.orgMichael is a Managing Director based in New York, and joined the firm in 2021. Prior to joining Solebury Strategic Communications, Michael was a Senior Analyst at Chardan Capital Markets, covering biotechnology companies with a focus on diabetes, NASH and other metabolic diseases. Previously, he was a Senior Biotech Analyst at Credit Suisse, where he covered oncology and NASH following a role as a senior associate on the US major pharma team.
Managing Director, Life Sciences
Xuan has over 12 years of experience in investor relations, investment banking, and equity research. He is based in the San Francisco office and head of the firm’s West Coast practice. Since joining the firm in 2014, Xuan has led numerous strategic advisories, planning, and execution of investor relations and communications programs for private and public life sciences companies focused on oncology, autoimmune, fibrotic, infectious, and orphan diseases. He has worked on various client engagements for private financings, IPOs, Investor & Analyst/R&D Days, earnings preparation, clinical trials data releases, regulatory approvals, and product launches. Xuan is also responsible for leading corporate access on the West Coast for the firm’s broader client base.
Previous and ongoing assignments include:
Prior to joining Solebury Strategic Communications, Xuan spent three years in investment and merchant banking at Morgan Joseph TriArtisan, where he advised on mergers and acquisitions, executed on private placements, conducted due diligence, and performed financial valuation analysis for middle market technology and healthcare companies. In addition, Xuan spent three years in sell-side equity research at Collins Stewart (acquired by Canaccord Genuity) and Canaccord Adams. He holds Series 7, 63, and 79 securities licenses.
Xuan holds a B.A. in Economics with a minor in Managerial Studies from Vanderbilt University.
Ed provides strategic investor relations counsel on a variety of financial transactions, including mergers, acquisitions, divestitures, spin-offs and IPOs, and has advised on a number of special situations, including activist investor defense, management changes, litigation, corporate restructurings and crisis situations. Ed works with senior management across a broad range of industries, including restaurants, retail, business services, industrials, media, specialty finance and technology, and with market caps ranging from $100 million to more than $20 billion. He joined the firm in 2013.
Recent client engagement and representation highlights include:
Prior to joining Solebury Strategic Communications, Ed spent more than 14 years in both sell-side equity research and investment banking. His investment banking experience includes equity capital markets and equity private placements in the Corporate Finance team at Societe Generale, and as a Vice President on the Energy & Power Investment Banking team at Wells Fargo. Ed’s equity research experience spans Bank of America, Wells Fargo and SunTrust Robinson Humphrey, and includes the coverage of companies across the electric utilities, energy technology and telecommunications industries.
Ed earned a B.A in Economics and a B.A. in Environmental Studies, both from Tufts University. He also holds Series 7, 63, 79, 86, and 87 securities licenses. He volunteers extensively with Apex for Youth in its middle school and high school mentoring and SAT prep programs, and is a past member of its Associate Board. Ed lives in New Jersey with his wife and two children.
Ankit is a Managing Director at Solebury Strategic Communications and co-leads the broader Technology, Software and Information Services practices. In his role, Ankit provides strategic investor relations counsel and delivers comprehensive support to private and public company senior management teams to execute on a number of equity story messaging programs, buy-side investor and sell-side analyst targeting exercises, investor communications and engagement strategies. Ankit has worked on over 30 retainer-based and project-related client engagements, including the execution of thorough perception studies to guide key decision-making and hosting impactful investor days. He has advised clients through the IPO process and also through special situations, including activist investor defense, management turnover, mergers, acquisitions, divestitures, and other corporate messaging scenarios.
Prior to joining Solebury Strategic Communications in 2014, Ankit spent several years in the hospitality industry in various investment banking, consulting, and operational roles for both Hirnay Corporation (a family-owned conglomerate with a portfolio primarily focused on Choice Hotel franchises in North America) and Viad (a global operator of hotels, resorts and live events).
Ankit began his career as an investment banking analyst at Versailles Group, where he focused on middle-market M&A in the TMT verticals. Ankit earned his B.S. in Corporate Finance and Accounting from Bentley University. He enjoys spending time with his family, playing sports and is a black belt in Taekwondo.
Stephanie is a Managing Director on Solebury’s Corporate Communications team overseeing client relations and business development. She specializes in message development, helping C-Suite leaders formalize and improve their storytelling through media and presentation training. Since joining Solebury in 2019, Stephanie has led communications around 30+ IPO and SPAC transactions as well as dozens of executive transitions and corporate announcements. Stephanie’s clients include B2C and B2B companies in transportation, energy, retail, consumer goods as well as media and entertainment.
Prior to joining Solebury, she spent eight years at NBCUniversal, working in publicity for both the entertainment and sports divisions. During her tenure she worked on a variety of properties including the 2016 and 2018 Olympics Games, the debut of Dale Earnhardt Jr. as a television analyst, the 40th Anniversary of Saturday Night Live and the launch of the Tonight Show Starring Jimmy Fallon. Stephanie started her career at NBC in the prestigious Page Program. Stephanie holds a B.A. in Public Relations and Political Science from the S.I. Newhouse School of Public Communications at Syracuse University. She lives outside of Boston with her husband and son.
Anthony is a Managing Director at Solebury Strategic Communications. He provides comprehensive investor relations advisory services to senior management at private and public companies. His work has spanned across numerous industry sectors and primarily focuses now on the renewable energy, technology, industrial and water spaces.
Anthony joined the firm as an Analyst in 2013 and, since then, has assisted over 30 companies through the IPO process, including Hannon Armstrong, SiteOne Landscape Supply, TPI Composites, AquaVenture, Evoqua, Sunnova, AZEK, Array Technologies and Outbrain from building the IR infrastructure to providing ongoing support as a public company. He regularly accompanies management teams on non-deal roadshows and conferences to help message their equity story to institutional investors. He has worked on a number of strategic messaging projects including Dell, RR Donnelley, Fluence, Fairmount Santrol, Nuverra, Federal Signal, and Hugel, to name a few.
Anthony graduated magna cum laude from Marist College with a B.S. in Finance and a minor in Psychology. At Marist, Anthony was a member of the Men’s Division 1 Soccer Team, captaining the team in his senior year. Anthony also worked for the Marist College Campus Ministry, supporting local community projects such as The Giving Tree and The Hunger Walk.
Senior Vice President
Jack delivers comprehensive investor relations services and supports senior management across a number of sectors, with a particular expertise in Industrials and Building Products. Jack currently works with senior team members on clients such as Beacon Roofing Supply, Covia Holdings, Evoqua Water Technologies, JELD-WEN, SiteOne Landscape Supply and Universal Forest Products.
Jack graduated from Lehigh University with a B.A. in Economics. He was a member of the varsity lacrosse team. Jack was also a member of the Patriot League Academic Honor Roll and an active volunteer with Community Outreach by Athletes who Care about Helping (C.O.A.C.H.) in the Bethlehem, PA area.
Senior Vice President
Maria is a Senior Vice President at Solebury Strategic Communications, where she provides both investor relations and corporate communications advisory to senior management teams across numerous sectors, including Alternative Energy & Clean Tech, Healthcare, Consumer Retail and E-Commerce. She also advises clients on the risks and opportunities of environmental, social and governance (ESG) investing landscape.
Maria joined the firm in 2015 and, since then, has worked on a number of pre-IPO IR infrastructure build-outs in addition to assisting in the day-to-day investor relations and communications responsibilities for a number of clients, including TPI Composites, TeamHealth, AquaVenture Holdings, Hannon Armstrong, Bright Horizons and others. She regularly accompanies management teams on non-deal roadshows and conferences to help message their equity story to investors.
Maria graduated from Cornell University with a B.S. in Communication. While there, she was a three-time varsity letter winner on Cornell’s Division 1 Women’s Rowing Team and helped lead the team to compete at two NCAA championships.
Senior Vice President, ESG
Benjamin is a Senior Vice President on the ESG team. He works with both public and private companies on developing investor-focused ESG strategies and reporting that drive better business outcomes. He is passionate about partnering with corporate sustainability leads to drive value creation through ESG principles and to efficiently manage ESG communication flows. Benjamin’s clients span several industries, including energy, financials, forest products, healthcare, and technology. His work has won several awards, including the IR Magazine ESG Integration Forum Award for Best Climate Action in 2022.
Prior to joining Solebury, Benjamin led the sustainability reporting function at Enviva (NYSE: EVA), a leading biomass energy producer. He managed several areas of ESG strategy and reporting, including the company’s inaugural materiality assessment, greenhouse gas inventory, and sustainability report.
Benjamin holds an MBA from Georgetown University McDonough School of Business and a BA in Environmental Science and German from Franklin & Marshall College. He is a SASB FSA Credential Holder and has a certificate in Corporate Sustainability from NYU Stern Center for Sustainable Business. Benjamin was a Fulbright Fellow in Munich, Germany and a National Science Foundation Research Experience for Undergraduate (REU) Fellow at the University of Kentucky School of Forestry. He lives in Washington DC and enjoys volunteering with local performing arts and conservation organizations.
Tim Biba is a Vice President with more than a decade of experience in public affairs, crisis communications, media training, and foreign affairs.
Prior to joining Solebury Strategic Communications, Tim was the Senior Advisor for Communications for a centrist member of the U.S. House of Representatives who served on the Armed Services, Transportation and Budget Committees. The congressman co-chaired the Armed Services Committee’s Future of Defense Task Force, and was a national messenger on foreign policy, national security and defense modernization. Tim previously worked with two other members of Congress who focused heavily on rural economic development for communities in Upstate New York and the Pacific Northwest.
In between stints working for members of Congress, Tim was the Associate Director of Advance for the former President of the United States, Bill Clinton, and the Clinton Foundation, where he was responsible for planning the worldwide events and travel for the former president. He also worked as the Special Assistant to former US Vice President Al Gore during an international publicity tour in support of a climate change documentary.
Tim has a B.A. in Public Relations and Political Science from the S.I. Newhouse School of Public Communications and the Maxwell School of Citizenship and Public Affairs at Syracuse University. When he’s not working Tim enjoys hiking, golfing, and skiing.
Kyle is a key member of the Solebury Strategic Communications team, delivering comprehensive investor relations services and support to senior management across the Financials, REITs, and Specialty Finance sectors, with a client base that includes Donnelley Financial Solutions, Elevate Credit, LendingClub, ADT Security Systems, and CAI International. Kyle also has experience working on IR Infrastructure build-outs for pre IPO companies across real estate, specialty finance and insurance.
Prior to joining the firm in April 2018, he was an Investment Advisor with PNC Wealth Management, delivering comprehensive investment advice and portfolio management expertise to high net worth individuals in the northern New Jersey/New York market. Prior to PNC, he held a financial analyst position at Cavalry Portfolio Services, located in Valhalla, NY.
Kyle graduated from Lehigh University with a B.S. in Finance. While on campus, he was an active member of the community, tutoring local students as part of the Bethlehem Homework Club and participating in various charity events including projects at the historic Sun Inn Hotel. Kyle is a CFA charterholder.
Rory is a Vice President at Solebury Strategic Communications where she provides investor relations and strategic communications advisory to senior management teams across multiple sectors. She brings nearly fifteen years of experience handling various functions across capital markets, investor relations and strategic communications in the consumer finance, fintech, insurance, BDC and business services sectors. Rory has substantial experience in all aspects of investor relations including managing the IR function for publicly traded companies, full IPO and SPAC programs, restructurings and executive management transitions, M&A, secondary offerings and fully developed proxy fights and shareholder activism.
Prior to joining Solebury Strategic Communications, Rory was a Vice President in the investor relations segment of KCSA Strategic Communications. Prior to joining KCSA, Rory executed similar investor relations programs at ICR for approximately six years, entering as a Senior Associate and quickly moving into a Vice President role. Rory began her career at Thomson Financial in the capital markets group, largely focused on stock surveillance and perception studies. She has also held investor relations roles with InvestorCom and Morrow Sodali, the latter contributed to significant experience in SPACs, shareholder activism and proxy related capabilities.
Rory received her B.A. in Psychology from Sacred Heart University and an MBA from Nichols College.
Laurie is a Vice President on Solebury’s Corporate Communications team. In this role, she leads financial communications and media relations for companies across industries, including those going through IPO, SPAC, M&A and executive leadership transitions. As a client account manager for private and publicly traded companies, Laurie has developed and overseen the execution of communications strategies that drive brand awareness, position C-suite executives as thought leaders, and build relationships with influential business and financial media.
Previously, Laurie spent six years at CIBC Private Wealth Management where she coordinated marketing and business development efforts to reach high net worth families and foundation/endowment clients. Laurie began her career in journalism and has experience as a freelance reporter and copy editor. She earned a B.A. in both Journalism and Psychology from Penn State University.
Vice President, Life Sciences
William supports the life sciences investor relations team. He works on corporate strategy and investor relations for both public and private biotechnology companies throughout all stages of development.
Before joining Solebury Strategic Communications, William co-founded a medical device start-up in the GI space and served as their VP of Legal & Regulatory Affairs. He also worked on cortical plasticity and brain-machine interface at the Nicolelis Lab at Duke University.
William graduated from Duke University in 2017 with a B.S. in Neuroscience and a Chemistry minor. He also obtained a Master of Science in Law degree from Northwestern Pritzker School of Law in 2019. In his free time, William enjoys hiking, soccer, and playing guitar.
Vice President, Life Sciences
Zara is on the life sciences corporate communications team. She specializes in strategy, messaging and media relations.
Before joining Solebury Strategic Communications, Zara worked as a journalist and television producer in New York covering science, health and human interest.
Zara earned an M.S. in journalism from the Columbia University Graduate School of Journalism in 2016. She also holds a B.A. in Philosophy from The Ohio State University and a J.D. from Harvard Law School.
Zara is passionate about social media, multimedia storytelling and public health.
Vice President, Life Sciences
Julia Deutsch supports the life sciences corporate communications team. She conducts competitive research, drafts press releases and develops social media, website and presentation content.
Julia graduated from Cornell University in 2018 with a B.S. in Nutritional Sciences and a minor in Business. Previously, Julia held an internship position at Pfizer and has worked in numerous scientific labs as an undergraduate.
In her spare time, Julia enjoys traveling, exploring New York City and cooking.
Vice President, Life Sciences
Emily White joined Solebury Strategic Communications in 2021, bringing over six years of experience in life sciences investor relations. Emily is based in the San Francisco office.
Previously, Emily worked in investor relations at BioMarin Pharmaceutical Inc. (NASDAQ: BMRN), a global biotechnology company that develops and commercializes therapeutics for rare genetic diseases. In this role, Emily was an instrumental part of the investor relations team, collaborating closely with senior management and helping to execute a proactive investor relations program. Her responsibilities included engaging with analysts and investors to ensure understanding of BioMarin’s story; developing messaging and marketing materials for investor conferences, road shows, earnings calls, clinical data updates, commercial approval announcements, and R&D Days; and maintaining the investor relations website, calendar, and meeting database.
Emily has a B.A. in Anthropology from the University of California, Davis. In her spare time, she enjoys reading, cooking, and exploring San Francisco.
Consultant, Life Sciences
email@example.comShabnam joined Solebury Strategic Communications in 2021. She has been advising companies ranging from start-ups to large organizations on strategy, reputation, media, investor relations, IPO and M&A transactions. Shabnam has focused on Life Sciences and Healthcare in the last few years supporting companies from Hutchmed (Hutchison China MediTech), Owlstone Medical, Medicxi, Centessa Pharmaceuticals and Verona Pharma to Arix Bioscience.
Consultant, Life Sciences
Nicole joined Solebury Strategic Communications in 2012 and is a London based consultant. She has many years experience in Financial Services with particular focus on the healthcare sector. Nicole worked for the Goldman Sachs Healthcare Investment Research team, as well as for a hedge fund and a HNWI in the energy sector conducting media research. Liaising with healthcare analysts and specialist investors, Nicole focuses on all aspects of conference and non-deal roadshow organization in Europe. She is involved with day-to-day client activities and logistics, investor targeting to schedule meetings, outreach, ad-hoc events such as Capital Markets days, investor tours, conferences such as the 1×1 management access event in San Francisco, new business, and maintenance of the website conference calendar.
Nicole studied Business and Finance at Nottingham Trent University. In her spare time, she loves to travel, read and cook.
Senior Associate, ESG
firstname.lastname@example.orgMichelle is a Senior Associate on the ESG 360 Team. She supports the team by engaging companies in the creation and implementation of ESG strategies to drive impact and maximize shareholder value.
Senior Associate, Life Sciences
Benny provides support for events such as the Solebury Strategic Communications Management Access Event in San Francisco and the Hamptons CEO Roundtable. He is one of the product developers behind Solebury Strategic Communications’ proprietary event management software system and is responsible for data quality and maintenance. He joined the firm in 2014, when he relocated to the US from Germany.
Prior to his transatlantic move, Benny worked for a German national authorized Apple retailer and as a tennis coach for almost ten years. He studied International Business at Aachen University, the largest technology university in Germany and one of the most renowned in Europe, where he focused on marketing and human resources. In addition to English, Benny is fluent in German and French. In his free time, he enjoys playing soccer, tennis and golf.
Senior Associate, Life Sciences
Jack supports the life sciences investor relations team. He works on corporate strategy and investor relations for both public and private biotechnology companies throughout all stages of development.
Before joining Solebury Strategic Communications, Jack spent the past 3+ years at KPMG in their Consulting practice. His work focused on the Life Sciences industry with clients ranging from Fortune 500 drug manufacturers to boutique specialty pharmacies.
Jack graduated from Syracuse University in 2018 with a B.S. in Finance. In his free time, Jack enjoys traveling, soccer, and the New York Knicks.
Senior Associate, ESG
email@example.comMecca is a Senior Associate on Solebury Strategic Communications’ ESG 360 Team. In her role, Mecca advises client leadership on ESG strategies, communications, and peer benchmarking to help companies enhance their current and aspirational ESG programming.
Senior Associate, ESG
firstname.lastname@example.orgJacopo is an associate at Solebury Strategic Communications where he provides investor relations advisory to senior management teams across the finance, technology, and consumer sectors. Prior to joining Solebury, Jacopo was an Account Executive at KCSA Strategic Communications, a vertically-integrated communications firm specializing in investor relations, public relations, and corporate media advisory services. In his role, Jacopo worked with micro-cap, small-cap, and blue chip firms across the life sciences, healthcare, cannabis and consumer sectors, assisting them with quarterly communications, non-deal roadshows, analyst relations, capital markets advisory, and crisis planning and management.
Associate, Life Sciences
Max is an Associate at Solebury Strategic Communications where he provides investor relations advisory to senior management teams across the finance, technology, and consumer sectors.
Prior to joining Solebury, Max was a Vice President at Morrow Sodali, a leading global consulting firm specializing in shareholder services, corporate governance, and proxy solicitation. In his role, Max worked with many corporate issuers, ranging from micro-cap to Fortune 100 companies, assisting them with their annual and special shareholders’ meetings to ensure successful proxy solicitation outcomes. Additionally, Max has extensive experience with Special Purpose Acquisition Companies (SPACs) in which he has assisted in providing strategic consultation on over 100 SPAC transactions.
Max holds a B.S. in Economics, with a focus in International Finance, from the University of Connecticut. In his free time, he enjoys spending time with his family, golfing and traveling.
Christine is an Associate on the Corporate Communications team. She joins the team with experience in event management, crisis and internal communications, as well as website design and management. At Solebury Strategic Communications she provides communications support to clients across sectors; focusing on media relations, analysis, and monitoring strategies to raise positive visibility for both private and publicly traded companies.
Prior to joining Solebury Strategic Communications, she was a member of the Corporate Communications team at Point72. During her time with the firm, Christine project managed the redesign of point72.com, oversaw firm-wide fireside chats and town halls, in addition to managing the internal communications calendar. Christine holds a B.S. in Business Administration, with a focus in International Business, from the Jack Welch College of Business & Technology at Sacred Heart University.
Samir joined Solebury Strategic Communications in September 2020 as part of the Financial Services investor relations team. He works with both public and private companies throughout all stages of development on corporate strategy and investor relations.
Prior to joining Solebury, Samir worked as a Digital Marketing Intern at Sciencelogic, a mid-sized IT monitoring company in Reston, VA. At this role, he supported the Marketing department by providing various metrics and working with vendors to optimize a multi-channel digital marketing platform. He also previously worked at State Street Corporation as a Global Operations Processing Analyst where he helped various AVP’s oversee transactions coming in and out of the company to ensure they were within compliance.
Samir graduated from the University of Massachusetts, Amherst in May 2020 with a B.S in Managerial Economics. While at UMass, he was a member of the Delta Sigma Pi professional fraternity where he held multiple leadership positions and helped the fraternity achieve national recognition. In his free time he enjoys playing tennis and golf, hiking, and is a frequent traveler.
Isabella (Bella) Farina is an Associate on Solebury’s Corporate Communications team. Since joining in 2021 she has supported clients across industry sectors providing transaction communications, media relations and executive thought leadership counsel to raise positive visibility for private and publicly traded companies. Bella has advised on 10+ engagements with recent transactions including the PowerSchool, The Vita Coco Company and Sportradar, as well as the business combinations of Getty Images and SkyHarbour.
Bella holds a B.S. in Marketing from the University of Scranton. While at school she was a member of the Pre Professional Development Program, PRISM Investment Club, part of the Off Campus Ambassador leadership team and a Study Abroad Advisor.
Lauren is an Associate on Solebury Strategic Communications’ ESG Team. In her role, she advises companies on ESG strategies, benchmarking, and sustainability reporting.
Lauren graduated with a M.S. in Sustainability Management from American University and a B.A. in Environmental Studies from the University of Colorado, Boulder. Prior to joining Solebury Strategic Communications, she worked as a Research Analyst Fellow on the ESG Team at Sustainable Capital Advisors in Washington, DC conducting impact investment research. During her graduate program, she worked on a sustainable food systems consulting project with World Wildlife Fund (WWF) and gained international sustainability consulting experience with Brave Brews in Stockholm, Sweden.
In her spare time, Lauren enjoys playing soccer, hiking, baking, and traveling to new places.
Associate, Life Sciences
Analyst, Life Sciences
Amr supports the life sciences team in New York. He works on corporate strategy and investor relations for both public and private biotechnology companies throughout all stages of development. He joined the firm in 2022.
Before joining Solebury Strategic Communications, Amr has worked with several social media and cryptocurrency companies, expanding their businesses in the MENA region and incorporating creative and innovative methods to improve their product offerings. He graduated from Trinity College in 2022 with a B.S. in Research and Experimental Psychology, where he led several organizations and conducted scientific research with his professors.
Over the past few years, Amr was recognized with several awards, such as the Larry Silver Award for athletic excellence at Trinity and the prestigious King Constantine Medal for community service while attending King’s Academy, the most prominent boarding school in the Middle East.
Amr is also fluent in Arabic and French. He enjoys traveling, hiking, concerts, and exploring restaurants in his spare time.
email@example.comMarc’s journey began at the University of California at Berkeley with a double degree in B.S. Environmental Sciences and B.S. Ecosystems Management and Forestry. There, he worked on a consulting project with landowners in the Sierra Nevadas, responsibly managing land through sustainable timber harvesting plans while diversifying income sources. He also collaborated with researchers from the White Abalone Conservation program to understand and reduce the impacts of forest wildfires on the species’ survival.
Analyst, Life Sciences
firstname.lastname@example.orgAnnie O’Regan is an Analyst on the life sciences corporate communication team. She works on media relations and corporate communications for private and public biotechnology companies. Annie joined the firm in June 2022.
Analyst, Life Sciences
email@example.comMadeline supports the life sciences team, working on corporate strategy and investor relations for public and private biotechnology companies. She joined the firm in 2023.
Neel is an Analyst at Solebury Strategic Communications, providing strategic investor relations counsel by providing support to senior management teams across the renewable energy & industrials sector. He works with both public and private companies throughout all stages of development on investor relations. Neel interned with Solebury since 2020 and then joined Solebury with a full time roll in the summer of 2022.
Neel graduated from Lehigh in May of 2022 earning his B.S. in Computer Science Engineering. At Lehigh, Neel served on his executive board for his fraternity as the Vice President of Finance while also playing a role on the judicial board. There, he was a part of running an alumni golf outing with over 100 golfers. Currently, Neel lives in Fairfield, CT and loves to golf, sail, and play with his dog in his free time.
Carly is an Analyst at Solebury Strategic Communications on the Investor Relations team, where she provides support to senior management teams across the healthcare and retail consumer sectors. Carly joined Solebury in May of 2022.
Prior to joining the Solebury team, Carly worked at Protective Industrial Products in corporate finance on a shared services team as an Accountant. In this position she advised management in preparing and reviewing financial documents and reports pertaining to all accounting procedures for both PIP and its subsidiaries. Carly also previously worked as an intern in corporate finance throughout her time obtaining her undergraduate degree.
Carly graduated from Marist College with a B.S. in Finance and a minor in Accounting. While attending Marist, Carly was a member of the Beta Alpha Psi fraternity for accounting and finance majors. She also participated in the Division 1 Marist Women’s Lacrosse team earning Academic Honor Roll for all eligible years and volunteered with many groups including the Children’s Home of Poughkeepsie and Habitat for Humanity of Dutchess County.
Analyst, Life Sciences
firstname.lastname@example.orgSandy supports the life sciences corporate communications team. She works on media relations and corporate communication strategy for a wide range of biotechnology companies. Sandy joined the firm in May 2022.
Chief Compliance Officer and AML Officer
Matthew joined Solebury in 2018 to oversee the Compliance and AML functions of the organization. In this role, Matthew is responsible for the execution and adherence to the firm’s written supervisory procedures, achieved through the ongoing maintenance of a robust set of policies and procedures designed to achieve compliance with company policies, applicable FINRA rules and federal securities laws and regulations.
Prior to joining Solebury, Matthew worked for JPMorgan Chase as a Vice President in their New York Control Room where he helped monitor and maintain the firm’s information barriers. In that role he focused his time supporting the business activities of the C&IB, Sales and Trading, and Research departments. Matthew also assisted in the management and oversight of the Global Control Room’s Compliance Risks and Legal Obligations.
Matthew is a graduate of Kent State University where he earned his B.A. in Finance. He also holds his Series 7, 79, 24, 14, and 63 securities licenses.
Social Media Manager, Life Sciences
email@example.comAlexa Lardieri is the Social Media Manager on the Corporate Communications team. She creates and implements social media plans and executes social strategies to raise the profile of Solebury Strategic Communications and its clients. Alexa also works with the Communications team to create content and manage social media accounts.
Graphic Designer, Life Sciences
Rose is the Graphic Designer for Solebury Strategic Communications in the New York office. Her education from Pratt Institute and array of experience with clients bring design insight to websites, corporate decks, social media graphics, and print materials.
Rose holds a B.F.A. from Pratt Institute in Communications Design with a Graphic Design Emphasis.
In her free time Rose enjoys crocheting, swimming and diving, and volunteering.
Web Development, Life Sciences
Josh is the lead Web Developer for Solebury Strategic Communications. With his development and programming expertise and graphic design knowledge, Josh brings client websites to life and ensures that they function on a wide range of devices. Before joining the firm, Josh ran a web design & development company servicing a wide variety of clients from small businesses to large organizations, working with Solebury Strategic Communications on a contract basis.
Josh holds a B.A. in Communications Studies with a Studio Art minor from West Chester University and has an A.S. in Interactive Media Design.
In his free time, Josh volunteers as a Scout Leader and enjoys keeping saltwater aquariums, building scale models, and homebrewing. He currently lives in West Chester, PA with his wife and three sons.
Administrative Assistant, Life Sciences
firstname.lastname@example.orgCourtney is the Administrative Assistant at Solebury Strategic Communications in the New York Office.
Office Coordinator, Life Sciences
email@example.comEmma joined Solebury Strategic Communications as the Office Coordinator in 2023, where she facilitates the daily organization of the New York office.