US & Canada – Alliance Advisors https://allianceadvisors.com A full service proxy solicitation and corporate advisory firm Wed, 23 Jul 2025 13:41:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://e4h8grreyn6.exactdn.com/wp-content/uploads/2023/01/cropped-favicon.png?lossy=1&resize=32%2C32&ssl=1 US & Canada – Alliance Advisors https://allianceadvisors.com 32 32 Joseph Caruso https://allianceadvisors.com/staff-member/joseph-caruso/ Fri, 22 Jul 2022 17:50:00 +0000 https://aadvisors.vog.in.rs/?page_id=25871

Joseph has been an active leader in the shareholder communications, intelligence and advisory industry for both corporate issuers and mutual funds since 1995. As Chief Executive Officer and Co-Founder of Alliance Advisors, Joseph leads the ongoing development and expansion of the firm’s service offerings and operations.

He is responsible for overseeing the executive management personnel and operations of Alliance Advisors.

Recent articles by Joseph Caruso

Leveling the Playing Field of Corporate and Shareholder Transparency

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Peter Casey https://allianceadvisors.com/staff-member/peter-casey/ Sun, 24 Jul 2022 12:01:27 +0000 https://aadvisors.vog.in.rs/?page_id=26172

Peter is the President at Alliance Advisors where he oversees the Proxy Solicitation Group and Proxy Contest/Mergers & Acquisition practice. Peter has extensive knowledge in equity compensation plan analysis, corporate governance consulting, proxy solicitation and contested situations. Peter’s considerable proxy fight experience includes consent solicitations, hostile tender offers, contested mergers, and numerous proxy fights for board representation including fights involving cumulative voting and “Vote No” campaigns.

Peter began his career in 1994 and his client base has expanded over the years to include several high-profile corporations including some of the most well-known brands in American business, hedge funds, and law firms. He is a graduate of Rutgers, The State University of New Jersey.

Recent articles by Peter Casey

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Reid Pearson https://allianceadvisors.com/staff-member/reid-pearson/ Sun, 24 Jul 2022 12:13:45 +0000 https://aadvisors.vog.in.rs/?page_id=26184

Reid Pearson is President, Global Advisory Services at Alliance Advisors and leads its corporate governance practice. Reid works with clients and partners on a number of proxy issues including solicitation strategy, shareholder engagement, Say-on-Pay, equity compensation plans, and other corporate governance matters. A respected figure in the field, Reid is a frequent speaker on corporate governance and equity compensation issues at the National Association of Stock Plan Professionals (NASPP), National Investor Relations Institute (NIRI), and The Society for Corporate Governance.

Reid has been in the corporate governance and proxy industry since 1995. Reid worked for ten years at Institutional Shareholder Services (ISS). His positions at ISS included Director of Custom Research, Senior Analyst, Director of Client Relations, and Manager of Strategic Partnerships. Reid was also a member of the proxy policy committee and oversaw the development and execution of the proxy voting guidelines of multiple institutional investors. He has worked with countless corporations and their advisors to help develop shareholder-friendly compensation plans. Reid is a graduate of the University of Georgia and resides in Atlanta.

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Robert S. Brennan https://allianceadvisors.com/staff-member/robert-s-brennan/ Sat, 15 Jul 2023 07:25:53 +0000 https://allianceadvisors.com/?post_type=staff&p=36530

As Chief Operating Officer at Alliance, Rob oversees the Investor Relations and Investor Intelligence business units, along with Technology, Retail, and Offshore Operations.  In addition, he heads up corporate development efforts by identifying, executing and integrating new acquisition opportunities for Alliance.  He has over 25 years of B2B financial services expertise in driving business expansion and revenue growth.

Prior to joining Alliance, Mr. Brennan served as Chief Revenue Officer for an insurtech startup where he developed the go-to-market strategy, built the sales infrastructure, and signed over 20 partnerships with a range of mortgage and fintech companies, enabling their customers to purchase digital insurance products.

Rob also served in multiple roles over 20+ years with Computershare US and Georgeson.  He led sales and marketing efforts at Computershare Loan Services and was the EVP, Corporate Strategy, completing 4 acquisitions for Computershare.  As a member of the Computershare Fund Services executive team, he provided strategic guidance on proxy solicitation campaigns to investment management companies, their managers, and boards on major M&A, change-of-control, and fund-restructuring transactions.  At Georgeson, he held P&L responsibilities over the mutual funds business line that provided proxy solicitation services to open-end funds, closed-end funds, and ETFs and was a member of the Board of Directors.

Recent articles by Robert S. Brennan

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Todd Balestro https://allianceadvisors.com/staff-member/todd-balestro/ Wed, 09 Jul 2025 19:00:43 +0000 https://allianceadvisors.com/?post_type=staff&p=57286 As Chief Strategy Officer at Alliance Advisors, Todd Balestro works closely with the CEO to define the firm’s strategic direction and is responsible for driving key growth initiatives, including mergers and acquisitions, joint ventures, and strategic partnerships.

Todd brings over 20 years of experience in leveraged finance, having served as a Senior Managing Director at leading financial institutions including Salomon Brothers, Citigroup, Citadel, and Guggenheim Partners. He also brings a strong foundation in management consulting from his time as an executive at Peterson Consulting.

Todd holds a B.S. in Engineering from Lehigh University and an M.B.A. from Columbia Business School.

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Michael Weems https://allianceadvisors.com/staff-member/michael-weems/ Tue, 21 Jan 2025 21:19:50 +0000 https://allianceadvisors.com/?post_type=staff&p=54383 Mike directs the company’s financial strategy and oversees accounting, financial planning and analysis. Mike is a results driven senior leader skilled in financial, accounting, administrative and operational management. Mike has a proven track record of providing financial and executive leadership for established and start-up organizations in order to support their achievement of their business objectives. Mike has spent the last twenty one years working with high-growth, medical communications and professional services agencies and businesses and has experience across the full range of accounting and finance disciplines in both start-up and publicly held companies. After graduating from Rutgers University with a BS in Accounting and Finance, Mike spent two years with Coopers & Lybrand in public accounting prior to moving to the medical communications and professional services industry.

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Matt Porzio https://allianceadvisors.com/staff-member/matt-porzio/ Thu, 30 Jan 2025 12:19:58 +0000 https://allianceadvisors.com/?post_type=staff&p=54716

Transformative Leader & Growth Strategist: Matt is a dynamic and results-driven executive with a proven track record of transforming client needs, organizational strengths, and market opportunities into a clear strategic vision that fuels growth and profitability. His entrepreneurial spirit and extensive expertise in technology and domain knowledge in financial services, allows Matt to drive innovation and competitive differentiation.

Matt is accomplished in leading strategic planning, business development, and organizational transformation to deliver measurable outcomes. He prides himself on being an inspirational and decisive leader that builds high-performing teams, fosters trust and collaboration, and strengthens stakeholder relationships to achieve sustained success. His background includes various investment banking and capital markets roles to start his career and 17 years building a market-leading business at IntraLinks, serving the Corporate Development, M&A, Legal, Private Equity and Capital Markets sectors.

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Sam Chandoha https://allianceadvisors.com/staff-member/sam-chandoha/ Mon, 13 Feb 2023 10:03:16 +0000 https://allianceadvisors.com/?post_type=staff&p=29882

W. Sam Chandoha is responsible for redefining and maintaining Alliance Advisor’s corporate and social media presence. With decades of entrepreneurial and direct industry experience Sam is uniquely poised to provide strategic advice on business development, acquisitions and global expansion.

Sam began his career at Shareholder Communications Corporation in 1983 as the company’s primary sales executive. Sam was responsible for building SCC’s mutual fund franchise into the industry’s dominant player. One of his notable contributions to the industry was creation of telephone voting along with the procedures and technology which has become the standard today.

In 1993 he became Chief Operating Officer and began SCC’s acquisition and global expansion program. He oversaw the building of call centers in Canada, UK, Australia, Philippines and South Africa totaling 2000 seats. In the US he completed the acquisitions of Corporate Investors Communications and Georgeson to form Georgeson Shareholder Communications. These with other acquisitions lead to the consolidation of the proxy industry to create the largest shareholder engagement firm in the world. In 2003, Sam led the sale of Georgeson Shareholder to Computershare.

Recent articles by Sam Chandoha

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Dila Skrelja https://allianceadvisors.com/staff-member/dila-skrelja/ Mon, 13 Feb 2023 10:02:36 +0000 https://allianceadvisors.com/?post_type=staff&p=29880

Dila Skrelja serves as the Alliance Advisors COS to Joe Caruso, CEO, and the Head of Administration.  She is a member of the Executive Management Team responsible for administrative management and strategic planning working closely with Operations, Finance and Sales & Marketing.

Dila comes to Alliance Advisors from Computershare / Georgeson as a Facilities & Vendor Management Professional with over 20 years of experience in the financial services industry. Previously, she also held management and operational roles in retail brokerage and venture capital. At a high level, Dila has supported Shared Services (Finance, Legal, HR, and Technology), as well as operational, business, and financial sectors throughout a dynamic and diversified global organization like Computershare but is no stranger to small fast-moving companies like Alliance Advisors.

Her areas of expertise include Vendor Relationship Management & Procurement; Contract Negotiations & Procurement; Due Diligence Review & Vendor Risk Assessment; RFP/RFI; Proven Cost Saving Strategies; Facilities Project Management; Real Estate Leasing & Development; Security & Access Control; DRP/BCP; Transition & Integration Services for M&A; Strategic Planning & Implementation; Budget Development & Oversight; Architectural Space Planning & Construction.

Dila is a Fordham University alumnus with a Bachelor of Science in Business Administration – Finance & Economics and during her time on Wall Street has carried Series 7, 8, 24, and 63 financial securities licenses.

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Abe Borad https://allianceadvisors.com/staff-member/abe-borad/ Sun, 24 Jul 2022 07:58:07 +0000 https://aadvisors.vog.in.rs/?page_id=26167

Abe Borad manages the proxy solicitation campaigns to retail investors for the corporate and mutual fund clients of Alliance Advisors. Abe has supervised thousands of large and complex call campaigns by implementing proven strategies, script development, messaging and training programs while delivering the needed vote return from this shareholder constituency.

With his strong background in shareholder communications and call center management, he continues to employ unique technology-driven procedures which results in Alliance contacting millions of individual investors in the more than 100 call campaigns we conduct each year.

As Chief Technology Officer, Abe also leads the Information Technology Group at Alliance in charge of all systems and has been at the vanguard when it comes to data security and privacy protection. Abe began his career in the proxy business in 1995 and before joining Alliance he held similar positions at several other proxy solicitation firms.

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