He plays a crucial role in helping clients gain insight on corporate governance matters, C-Suite strategy and planning, activist threats and overall investor communications. In addition to implementing Rivel’s research strategy and focus, Brian is a frequent presenter to board members, management teams and communications professionals on how research can add value to an organization by building competitive advantage. He works closely with Rivel’s strategy team to insure that the aforementioned three groups understand how they are perceived among their key constituencies and what changes can be implemented to improve valuation.
Brian has authored several articles in business publications highlighting the power of conducting strategic research among global financial community audiences. Brian is a member of the regional board of advisors for Jumpstart, a national early childhood education program serving low income communities. He received a BS in Finance from Boston University.
He works closely with Rivel’s executive team analyzing and presenting study results to management teams and corporate boards. Prior to joining Rivel, Jim worked for ten years at Yankelovich Partners, a leading marketing and social research firm. He was an integral part of the firm’s business-to-business and consumer marketing research efforts for both syndicated and proprietary research projects. Jim was responsible for managing all of Yankelovich’s multi-sponsored research and worked closely with Art Rivel, Founder of Rivel Research Group, in the formulation of the research programs now conducted by Rivel.
Jim is a graduate of Tufts University, magna cum laude, and received a Master of Arts from George Washington University in Washington, DC.
Prior to his arrival at Rivel, Gene had an extensive career as a retail stockbroker, first as an account executive and later as a managing principal of a regional brokerage firm. Gene graduated from the Hofstra University School of Business.
Steve is a seasoned business executive with over 30 years of experience who understands many of the issues facing our corporate clients. Given his background, he spends much of his time analyzing how company-specific events can mandate the need for research. As an integral part of the strategy team, Steve is responsible for the analysis of clients’ data, providing context and direction for specific research projects.
He graduated from the University of Connecticut, where he obtained his BS majoring in chemistry and math. Prior to joining Rivel, Steve was President and CEO of New England Golf Supply.
She graduated with a BA & BS from Southern Connecticut State University.
In between her tenures at RRG, she worked in the hedge fund space, building extensive management, investor relations, technology and operational experience. She graduated summa cum laude from Southern Connecticut State University in 1995 with a B.Sc. in Business Administration, and is a holder of the Chartered Financial Analyst and Financial Risk Manager designations.
For Rivel Governance Council clients, Dave is the lead consultant for management teams and boards on all governance, engagement and disclosure matters. Dave consults with board members for the development and execution of custom board evaluations, including assessing the alignment of views with management and investment community.
Over a 20-year career, Dave has worked closely with hundreds of companies and their boards through a wide variety of corporate actions, proxy fights, annual and special meetings. Dave provides insightful, tailored corporate governance and advisory services to a broad range of companies and has organized and led dozens of high-profile engagements, aiding clients in all aspects of their shareholder analysis and engagement. He is a recognized industry expert in the areas of corporate governance, institutional activism, engagement and disclosure. Dave has been in the forefront of analyzing investor perceptions and interpretation of proxy issues and ESG matters, and assisting clients with all aspects of their year-round shareholder engagement and communication process.
Dave is active in the Society for Corporate Governance, NIRI and NACD and presents regularly at local, regional, and national events.
Previously Dave has been an Advisory Director at Argyle, Senior Vice President of AST Phoenix Advisors, Managing Director with Georgeson and was one of the founders of Laurel Hill Advisors.
As a senior analyst, Kelly focused on industry and company-specific issues as well as financial statement analysis to determine an appropriate corporate valuation and investment recommendation. Her role as an analyst demanded detailed financial understanding, coupled with astute communication skills to deliver clear, concise investment opinions, and Kelly brings those same strengths to her Rivel relationships.
Kelly is a Chartered Financial Analyst, has an MBA from Columbia Business School and graduated summa cum laude with a BS in Finance and Accounting from La Salle University.
Prior to joining Rivel, Tom was an Associate at Emigrant Bank where he was responsible for the development and management of private client accounts. This included daily trading operations, managing liquidity and strategically investing in both fixed income securities and co-investment opportunities. He was also responsible for the day-to-day investing of the Bank’s short-term municipal auction rate portfolio.
Tom holds a B.A. in Economics with a minor in Mathematics from Villanova University.
Alon has worked with firms such as Drexel Burnham Lambert, UNX, and Ram Capital Resources LLC. Alon’s background has furnished him with a unique 360 degree perspective of the markets and has shaped his consultative approach with Rivel’s clients. Alon received a BA of Philosophy from Hobart College.
Claire is also a board member of the UK’s IR Society and sits on the Society’s Best Practice Committee and Conference Committee. Claire has over 15 years’ sales and business development experience. Prior to arriving at Rivel, she was the International Sales Director at the leading investor relations publication and before this she spent 10 years in the legal market working with world’s leading law firms and in-house general counsel.
Additionally, John has worked with private and public companies, assisting in debt and equity capital raising. He has helped companies in 30 different countries raise over $27 billion in over 130 transactions. During his career, John has worked and/or conducted business in the US, throughout Western Europe, Latin America, Russia, Ukraine, India and Singapore.
John has an economics degree from the University of California, Irvine and an MBA in finance from the Anderson School at UCLA.
Much of Reid’s career has been spent in the research industry starting with Gartner Group where he managed major relationships with a variety of top-ranked Wall Street investment banks then later with Guideline, where he led business development efforts across a variety of industry sectors.
Reid has spent a majority of his career developing customized solutions to address the unique needs of his clients. Reid graduated from Clemson University where he obtained a BS in Business Administration.
Chris has spent over 20 years in the investment and marketing research field as a writer, editor and designer, 12 of which have been with Rivel where Chris previously held the Research Analyst and Project Director positions. Chris graduated from Dickinson College with a BA in Psychology.