Edward R. Hatfield

Founder & CEO
Solebury Capital

erh@solecap.com

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.

Alan Sheriff

Founder, Solebury Capital Vice Chairman, Corporate and Institutional Banking, PNC Financial Services Group

ars@solecap.com

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.

Victor Cohn

Chairman and COO
Solebury Capital

vac@solecap.com

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 Earling

Co-President
Solebury Capital

dee@solecap.com

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.

Jeff Grossman

Chief Executive Officer
Solebury Strategic Communications

jgrossman@soleburystrat.com

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:

• Leading teams in the development and execution of IR activities around hundreds of IPOs and secondary offerings
• Executing retained investor relations services for companies in the clean tech, alternative energy, industrial and healthcare industries
• Strategic financial communications projects in conjunction with equity raises, defending against activist shareholder campaigns, leveraged buyouts, M&A transactions, and executive management transitions
• Development and execution of numerous Investor Days and perception studies

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.

Gina Im

Chief Administration Officer
Solebury Capital

gyi@solecap.com

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.

Brad Miles

Chief Operating Officer, Life Sciences

bmiles@soleburystrat.com

Brad Miles is a Managing Director 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:

• Led strategy for high profile launch of a new biotech company with $75 million Series A financing round
• Advised on communications around multi-billion-dollar global partnership agreement
• Led communications strategy for late-stage clinical data results at a leading medical congress for pharma/biotech collaboration
• Advised global biopharma company through successful Initial Public Offering on NASDAQ
• Led corporate repositioning of a leading immuno-oncology company

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.

Sloan Bohlen

Managing Director,
Chief Operating Officer

sbohlen@soleburystrat.com

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:

• Retained investor relations consulting work for specialty finance companies including LendingClub and Elevate Credit
• Investor Day advisory work for TIER REIT, Alexander & Baldwin and Donnelley Financial Solutions
• Perception Study projects in the REIT, lodging and business services sectors
• Pre-IPO investor relations consulting in the real estate, specialty finance and business services sectors

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.

Katie Abbott

Managing Director, ESG

kabbott@soleburystrat.com

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.

Amy Bonanno

Managing Director, Life Sciences

abonanno@soleburystrat.com

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 Doherty

Managing Director

kdoherty@soleburystrat.com

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:

• Champion Homes’ merger with Skyline Corporation to create Skyline Champion Corporation.
• Fairmount Santrol’s merger with Unimin Corporation to create Covia Holdings Corporation.
• SiteOne Landscape Supply’s IPO and on-going IR support needs.
• RR Donnelley & Sons’ strategic messaging project

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.

Deena Friedman

Managing Director

dfriedman@soleburystrat.com

Deena Friedman leads Solebury Strategic Communications’ Consumer and Retail practice where she advises and guides sector clients in their investor engagement strategies. She joined Solebury Strategic Communications in 2021 and has worked with many private and public clients that are disrupting their respective sub-sectors.

She has been involved with the consumer and retail sectors for the past 20 years, holding senior investment and strategy roles. She has holistic sector expertise which includes retail, CPG, apparel, footwear, online platforms as well as health and wellness. Deena previously served as a global consumer leader at Ernst & Young, guiding executive teams through strategic decision-making to position their companies to be at the forefront of current and future consumer trends. The majority of her career was spent in the investment management industry as a buy-side analyst and portfolio manager as well as a sell-side analyst, analyzing and evaluating global consumer discretionary and consumer staples companies for investment. She worked at Fidelity Investments, Brean Murray Carret, Piper Jaffray, and Morgan Stanley. As a result of these experiences, Deena has a unique understanding of how to create impactful investor engagement strategies.

Deena received her B.A. and MBA degrees from Columbia University.

Jamie Lillis

Managing Director

jlillis@soleburystrat.com

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).

Michael Morabito, Ph.D.

Managing Director, Life Sciences

mmorabito@soleburystrat.com

Michael 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.

Prior to entering equity research, Michael spent 15 years as an academic researcher. He studied CNS control of feeding behavior and metabolism as a post-doc at Columbia University, and he received his Ph.D. in neuroscience from Vanderbilt University studying RNA editing.

Xuan Yang

Managing Director, Life Sciences

xyang@soleburystrat.com

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:

• Completion of a crossover financing, pre-IPO preparation, IPO execution, revers merger, and implementation of public company investor relations plans for multiple companies focused on the treatment of cancer, fibrosis, and pain management
• Pre-IPO preparation, IPO execution, and corporate messaging, positioning, and branding for the first China based biotech company to go public on the Nasdaq
• Completion a successful business combination of a clinical stage AI drug discovery company and a SPAC

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 Yuen

Managing Director

eyuen@soleburystrat.com

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:

• IPOs for Freshii, Roots, Presidio and Ceridian
• Working with Potbelly on corporate positioning and investor relations, including special situations such as the IPO, activist investors, review of strategic alternatives and the potential sale of the company, and CEO transition
• IPO of Townsquare Media and it subsequent acquisition and divestiture of North America Midway Entertainment
• Advising LB Foster on ongoing investor relations and corporate positioning during its litigation with Union Pacific
• Investor Day advisory work for Fidelity National Information Services
• IPO of Black Knight and the completion of its spin-off from Fidelity National Financial
• IPO of Covisint, the completion of its spin-off from Compuware, and its subsequent sale to OpenText

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 Hira

Senior Vice President

ahira@soleburystrat.com

Ankit is a Senior Vice President in the Stamford office.  Since joining the firm in 2014, Ankit has worked on a number of ongoing and project-related investor relations engagements to support and strategically advise senior management teams.  He has also advised clients through special situations, including activist investor defense, management turnover, mergers, acquisitions, divestitures, shareholder targeting and messaging scenarios.

Ongoing/recent engagements include:

• Comprehensive IR services and support for public companies in the restaurant, business services, media, technology, software and industrials sectors
• Positioning projects for Black Knight and Presidio
• IR Infrastructure build-outs for pre-IPO companies in sectors including Technology, Software, Restaurants and Retail

Prior to joining Solebury Strategic Communications in 2014, Ankit spent several years in the hospitality industry in various investment banking, consulting, strategic 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, manufacturing, distribution and education industries. Ankit earned his B.S. in Corporate Finance and Accounting from Bentley University. He currently resides in Stamford, CT with his wife. He enjoys spending time with his family, playing sports and is a black belt in Taekwondo.

Stephanie Knight

Senior Vice President

sknight@soleburystrat.com

Stephanie is a Senior Vice President with experience in media relations, corporate communications, on-site event management, crisis communication, social media strategy, and executive visibility. Prior to joining Solebury Strategic Communications, she spent nearly 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. In her spare time, she enjoys golfing, hiking and skiing.

Anthony Rozmus

Senior Vice President

arozmus@soleburystrat.com

Anthony is a Senior Vice President at Solebury Strategic Communications. He provides comprehensive investor relations advisory services to senior management at client companies. His work has spanned across numerous industry sectors, including alternative energy, water, chemicals, building products, distribution, homebuilding, financials, oilfield services, automotive parts, business services and shipping. He also advises clients on the risks and opportunities of environmental, social and governance (ESG) investing landscape.

Anthony joined the firm as an Analyst in 2013 and, since then, has assisted over 20 companies through the IPO process, including Hannon Armstrong, Essent Group, SiteOne Landscape Supply, TPI Composites and AquaVenture Holdings, 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 investors. He has worked on a number of strategic messaging projects including RR Donnelley, Fairmount Santrol and Nuverra Environmental Solutions.

Anthony graduated magna cum laude from Marist College with a B.S. in Finance and 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. 

Tim Biba

Vice President

tbiba@soleburystrat.com

Tim Biba is a Vice President with a decade of experience in public affairs, crisis communications, media training, event management and national security communications.

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.

Jack Bogorowski

Vice President

jbogorowski@soleburystrat.com

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.

Maria Lycouris

Vice President

mlycouris@soleburystrat.com

Maria is a 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.

Benjamin Martin

Vice President, ESG

bmartin@soleburystrat.com

Benjamin is a Vice President on the ESG 360 team.  He works with both public and private companies on developing and communicating ESG strategies that create long-term value and drive stakeholder engagement.   

Prior to joining Solebury Strategic Communications, Benjamin was a Sustainability Analyst at Enviva (NYSE: EVA), a leading biomass energy producer. In his role, Benjamin supported the development of the company's environmental, social, and governance (ESG) program, including work on strategy, materiality, lifecycle analysis, carbon accounting, reporting, framework compliance, assurance, investor relations, and board relations. 

Benjamin is an MBA candidate at Georgetown University and graduated from Franklin & Marshall College with a B.A. in Environmental Science and minor in German. He also holds 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. 

In his spare time, Benjamin enjoys volunteering as a board member of the Washington D.C. Professional Chapter of Net Impact and the Washington Performing Arts Junior Board. He also enjoys playing classical flute with groups like Washington Young Sinfonia. 

Kyle Nagarkar

Vice President

knagarkar@soleburystrat.com

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.

Alexandra Roy

Vice President, Life Sciences

aroy@soleburystrat.com

Alexandra Roy joined Solebury Strategic Communications in 2020, bringing over 10 years of experience in business development, asset management, and investor relations. Alexandra works closely with clients to help them achieve their investor relations goals, and provide them with access to Boston’s investment community.

Previously, Alexandra worked at Wellington Management in Boston on their institutional business development team within the Global Relationship Group, communicating the firm’s “best in class” strategies to large pension funds and foundations. Prior to Wellington, she spent time running the Investor Relations agenda at renewable energy solution firm, Plug Power (NASDAQ: PLUG), where she led the investor communication re-brand, and planned and coordinated several investor roadshows. She has also worked as a multi-asset investment strategist on BlackRock’s defined contribution team in New York. 

Alexandra has a B.A. in Quantitative Economics from Tufts University and is proficient in Spanish. In her spare time, she enjoys Latin dancing, reading a good mystery novel, golfing, hiking, and tennis.

Rory Rumore

Vice President

rrumore@soleburystrat.com

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.

Casey Stekloff

Vice President, Marketing and Events, Life Sciences

cstekloff@soleburystrat.com

Casey is instrumental in the logistical planning and execution of all life science events for Solebury Strategic Communications. She has led the organization of over 20 KOL events, 15 investor & analyst days and five conferences in both the US and abroad. She also heads the logistics of the firm’s largest self-run conference, the annual Solebury Strategic Communications Management Access event, which runs in parallel with the JPMorgan Healthcare Conference in San Francisco. Casey manages the meeting rooms and accommodation for 100+ attending clients and projects as well as co-manages the support team during the four-day conference. She joined the firm in 2015.

Prior to joining Solebury Strategic Communications, Casey was the Assistant Global Buyer for Nikki Beach Worldwide in Miami and began her career as a sales assistant for an internationally renowned, upscale swimwear brand. Casey graduated from the University of Florida with a B.S. in Advertising and a concentration in Business Administration. In her free time, she loves to travel, read and explore new restaurants in NYC.

Laurie Stern

Vice President

lsteinberg@soleburystrat.com

Laurie is a Vice President with experience in business development, marketing and journalism.  Prior to joining Solebury Strategic Communications, she spent six years at CIBC Private Wealth Management, working to bring high net worth families and foundation/endowment clients to the firm.  In this role she built relationships with various referral networks consisting of brokerage firms and other financial planning professionals, developed strong client service skills and led the event planning and sponsorship efforts for the New York office.  Previously she worked in development for a global nonprofit, and has experience in journalism as both a copy editor and freelance reporter. 

Laurie holds B.A. degrees in Journalism and Psychology from the College of Communications and College of Liberal Arts at Pennsylvania State University. In her spare time, she enjoys playing tennis, biking and travelling.

William Windham

Vice President, Life Sciences

wwindham@soleburystrat.com

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.

Shabnam Bashir

Consultant, Life Sciences

sbashir@soleburystrat.com

Shabnam 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.

Cross-sector experience examples include Aamal Company, Associated British Foods including Primark, GVC Holdings (sports betting and gaming), Lucara Diamond, Tullow Oil (a breadth of transactions), Dragon Oil (advising on the £1.8bn acquisition by ENOC), and Oando Plc (advising on the $1.5bn deal for ConocoPhillips' assets in Nigeria).

Shabnam holds a degree in Law from the University of Sheffield, UK. She enjoys works of fiction, walking her dog along the river and has a qualification to teach Ashtanga Yoga.

Nicole Cox

Consultant, Life Sciences

ncox@soleburystrat.com

Nicole rejoined Solebury Strategic Communications in 2022 from RBC where she was part of the European Corporate Access team. Based in London Nicole originally 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

Julia Deutsch

Senior Associate, Life Sciences

jdeutsch@soleburystrat.com

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.

Justin Frantz

Senior Associate, Life Sciences

jfrantz@soleburystrat.com

Justin 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. Justin joined the firm in 2021.

Before joining Solebury Strategic Communications, Justin worked at Stonegate Capital Partners, an investor relations firm, where he helped assist companies across all sectors in their investor outreach program, with a particular focus in biotech. Prior to that experience, he was a research assistant in a cerebrovascular research laboratory at Southern Methodist University.

Justin graduated from Liberty University with a B.S. in Exercise Science. In his spare time, Justin enjoys running, hiking, spending time with friends and serving in his community.

Michelle Lo

Senior Associate, ESG

mlo@soleburystrat.com

Michelle 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.

Michelle graduated from Cornell University in 2020 with a B.A. in Economics. Prior to joining Solebury Strategic Communications, she worked as an ESG Research Analyst Intern at Boston Common Asset Management, an investment manager and leader in global sustainability initiatives. There she conducted research on a wide range of small and large cap stocks.

In her free time, Michelle enjoys running, spending time with friends, and trying new foods.

Zara Lockshin

Senior Associate, Life Sciences

zlockshin@soleburystrat.com

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.

Benny Soehngen

Senior Associate, Life Sciences

bsoehngen@soleburystrat.com

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.

Emily White

Senior Associate, Life Sciences

ewhite@soleburystrat.com

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.

Jack Yauch

Senior Associate, Life Sciences

jyauch@soleburystrat.com

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.

Jacopo Gaspardone

Associate

jgaspardone@soleburystrat.com

Jacopo 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.

Jacopo holds a B.A. in Communications, with a focus on Business Management, from Loyola Marymount University.

Mecca Luster

Associate, ESG

mluster@soleburystrat.com

Mecca is an 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.

Prior to joining Solebury Strategic Communications, Mecca was an Associate at the Pew Charitable Trusts supporting the finance and environment portfolio’s efforts, while also interning at Kiva Capital supporting investor communication. It was during this time that Mecca was recognized as a Green Finance 21 Emerging Leader by GreenBiz.

Prior to Pew and Kiva, Mecca served in the Peace Corps as an Agriculture Business Advisor Volunteer in Panama. She worked with an Indigenous Wounaan community to build an office for the local government and a basketball court for the children. During this time she facilitated 38 technology workshops and trained over 60 community members in business and finance principles to advance local small businesses.

Outside of Solebury, Mecca is a board member of Native Future, a nonprofit that supports Indigenous land rights in Panama. She created and led their first junior board, doubling the organizations’ volunteer headcount. She is also a proud Howard University alumna and Midwesterner.

Tarneet Madaan

Associate, Life Sciences

tmadaan@soleburystrat.com

Max Mannuccia

Associate

mmannuccia@soleburystrat.com

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 Rios

Associate

crios@soleburystrat.com

Christine is an Associate on the Corporate Communications team. She joins the team with experience in event management, crisis and internal communications, and 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 pre- and post-IPO clients.

Prior to joining Solebury Strategic Communications, she spent six years at Point72 with the Corporate Communications team. During her time with the firm, Christine supported the implementation of a firm-wide intranet, project managed the redesign of point72.com, and managed firm-wide Fireside Chats and Town Halls.

Christine holds a B.S. in Business Administration, with a focus in International Business, from Sacred Heart University. In her free time, she enjoys riding horses, cooking, and volunteering.

Henok Alemu

Analyst, ESG

halemu@soleburystrat.com

Henok Alemu is an Analyst supporting the ESG team at Solebury Strategic Communications. In his role, he advises company leaders on the design of ESG strategies, sustainable reporting and implementation of ESG programs that drive progress and maximize value.

Henok graduated from Wesleyan University with an Economics – Data Analytics double major and he is currently an M.S. Finance candidate at The George Washington University. Prior to joining Solebury Strategic Communications, Henok spent more than a year at Institutional Shareholder Services (ISS), working within the Proxy Voting and Research department. At ISS, he primarily focused on ESG policy research and proxy voting data management.

In his free time, Henok enjoys playing soccer and he also works with local non-profits in the D.C. area as a freelance photographer.

Amr Almghawish

Analyst, Life Sciences

aalmghawish@soleburystrat.com

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.

Samir Ati

Analyst

sati@soleburystrat.com

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 Farina

Analyst

ifarina@soleburystrat.com

Isabella (Bella) is an Analyst supporting the Corporate Communications team at Solebury Strategic Communications. She provides corporate communications support to clients across different sectors, focusing on media relations, analysis, and monitoring strategies to raise positive visibility for pre- and post-IPO clients. Bella joined the firm in May 2021.

Prior to joining Solebury, Bella graduated from the University of Scranton earning a B.S. degree in Marketing with internship experience in the HR, Finance, Legal, and Marketing industries. During her time at Scranton, she was a Study Abroad Advisor, Off-Campus Ambassador and active member in the Pre-Professional Development Program and Investment Club. In her spare time, she enjoys traveling, exercise and cooking.

Marc Leong

Analyst, ESG

mleong@soleburystrat.com

Marc’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.

Inspired by the conversations with various stakeholders, he pursued a path into finance as a student of Master of Science in Financial Analysis at the University of San Francisco. It galvanized him into focusing on the concept of circular economies of scale and responsible investing. Additionally, he led the Student Managed Fund into diversifying its portfolio with ESG industry leaders, reducing risk while increasing its returns.

As an avid traveler and foodie, sustainable aviation and regenerative agriculture topics excite him and he loves to create awareness of related issues through his passion in photography.

In his role as an analyst with the ESG 360 team, he looks to continue his professional development by working with company leaders to design, build and implement ESG programs that drive progress that create short and long-term value.

Annie O’Regan

Analyst, Life Sciences

aoregan@soleburystrat.com

Annie 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.

Prior to joining Solebury Strategic Communications, she interned at Bristol Myers Squibb in their Corporate Affairs Division, working on internal communication, public relations, and social media for the organization.
Annie graduated from Villanova University with a B.A. in Organizational Communication and minors in English and Public Administration.

In her free time, Annie loves to try new coffee shops, travel, and spend time with friends and family.

Neel Sikka

Analyst

nsikka@soleburystrat.com

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 Grant

Analyst

cgrant@soleburystrat.com

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.

Dhaval Patel

Analyst

dpatel@soleburystrat.com

Dhaval graduated from Virginia Commonwealth University in May of 2022 earning his B.S. in Finance along with a minor in Biological Sciences. Prior to joining Solebury, Dhaval was a Universal Banker at Atlantic Union Bank, a regional bank based out of Richmond, VA. At VCU, Dhaval served as President and Treasurer of the Indian Student Association, Captain of a nationally competitive cultural dance team and served as a volunteer for Global Medical Training, where he took a service trip to Panama to provide medical aid to underserved populations. Originally from Yorktown, VA, Dhaval now resides in Stamford, CT. During his free time Dhaval loves to hike, golf, spend time with family and friends, and read.

Dexter Hanson

Analyst

dhanson@soleburystrat.com

Dexter graduated from Lehigh in May of 2022 earning his B.S. in Finance. Prior to joining Solebury, Dexter was a Strategy and Operations Analyst at StoryMD, a healthcare startup. At Lehigh, Dexter served as a mentor to underclassman, worked in the Center for Career and Professional Development and played club baseball. Originally from Wolfeboro, New Hampshire, Dexter now resides in Stamford, CT and is a die hard Boston sports fan. During his free time Dexter loves to ski, golf, spend time with family, and watch movies.

Lauren Zappaterrini

Analyst, ESG

lzappaterrini@soleburystrat.com

Lauren is an Analyst 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.

Romitta Hoff

Analyst, ESG

rhoff@soleburystrat.com

Romitta Hoff is an alumnus of Hood College and the University of Southern California, where she received her bachelors and masters degree of social work. She has worked in various industries including education, non-profit, and fintech. Romitta held a previous role as an ESG Research Lead at Mark Labs, a fintech start up, that ignited her passion for ESG and sustainability. She enjoys research, engaging clients and collaborating to solve unique problems. During her spare time, she is volunteering with local non-profits that aims to provide wellness resources to underserved communities.

Sandy Zeng

Analyst, Life Sciences

szeng@soleburystrat.com

Sandy 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.

Prior to joining Solebury Strategic Communications, she worked as a clinical assistant for Generation Next Fertility and as a student worker for Pfizer Oncology in their Global Publications Department.

Sandy graduated from Columbia University, receiving a B.S in Biology and Psychology. While at Columbia, Sandy danced for and was the PR director for Columbia Ballet Collaborative and Artistic Director of Columbia Repertory Ballet.

Sandy continues to dance in her free time and loves to read, practice yoga, watch sitcoms, and cook.

Matthew Jacoby

Chief Compliance Officer and AML Officer

mrj@solecap.com

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.

Alexa Lardieri

Social Media Manager, Life Sciences

alardieri@soleburystrat.com

Alexa 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.

A journalist by training, Alexa spent six years as a reporter and digital producer, covering everything from health care, international affairs, politics, elections and the COVID-19 pandemic. Most recently, she worked at U.S. News & World Report for five years in their rankings and reviews department and on the breaking news beat.

Alexa holds a B.A. in multi-platform journalism from the University of Maryland’s Philip Merrill College of Journalism with a minor in Italian. In her free time she enjoys exploring Central Park with her fiancé and dog, discovering hidden gems in New York and traveling.

Rose Cautela

Graphic Designer, Life Sciences

rcautela@soleburystrat.com

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.

Josh Comolli

Web Development, Life Sciences

jcomolli@soleburystrat.com

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.

Courtney Wolfberg

Office Coordinator, Life Sciences

cwolfberg@soleburystrat.com

Courtney is the Office Coordinator at Solebury Strategic Communications and manages the day-to-day organization of the New York office.

Courtney graduated Magna Cum Laude with a B.S in Early Childhood Education from Bloomsburg University.  Previously, Courtney worked as a Preschool teacher in Pennsylvania.

In her free time, Courtney enjoys traveling, thrift shopping and all things fashion.