Leadership Team Lori Happe
Senior Communications Associate
Lori has more than 10 years of investor relations and capital markets experience, primarily in the IT services sector. She served as a key spokesperson for a NYSE-listed Fortune 100 company, where she produced earnings materials and investor presentations and provided Street insight to executive management.
Lori contributed to an active investor relations program that targeted new and existing institutional shareholders to increase the company’s reach within the investment community. She also worked closely with sell-side firms to reinforce the company’s messages and explain financial results.
Areas of Expertise
- Earnings Materials
- Investor Presentations
- Sell-Side Relations
- Institutional Targeting
Background
- Former spokesperson for a NYSE-listed Fortune 100 company
- 10+ years in investor relations and capital markets
Our Team
Meet the Rest of the Team
- Brett MaasManaging PartnerFormer licensed broker with an extensive network across the financial community.Scottsdale, AZ
- James CarbonaraPartner, IR Strategy & Operations20+ years in investor relations. Former officer of an $800 million division of Capital One.New York, NY
- Brian Siegel, IRC®Senior Managing DirectorFormer in-house IR and finance at Sysco, Intel, PalmSource and Trimble.Chicago, IL
- Kimberly RogersManaging DirectorFormer Director of IR at ZAGG. NIRI member and NACD Governance Fellow.Bend, OR
- Corbin WoodhullManaging Director, Global AdvisoryFormer head of international IR and equity research analyst at Janney Montgomery Scott.
- Todd M. PitcherSenior Consultant20+ years in financial services, advising on strategy and SEC matters.
- Jennifer HeadyAssistantWith the firm since its early years. Previously with IBM.
