Meet Our Team
We believe our continuous growth is a testament to the caliber of our team. They are consummate professionals, skilled in their areas of expertise, and committed to tailoring solutions to meet your specific needs.
Senior Management
With a passion for the intricacies of the industry, our senior managers average 34 years of experience and excel in their chosen areas of expertise. Their depth of understanding is unparalleled, and your satisfaction is their top priority.
With more than 35 years of industry experience, Steven is heavily involved in Continental’s day-to-day administration and client initiatives. An attorney with a background in public and private practice, he is a member of the New York state and Federal bars. He has practiced at Simpson Thacher & Bartlett and as a Federal prosecutor.
Steven is a member of the Executive Committee of the Securities Transfer Association Board and chairs its Legal Committee, which is active in promoting essential changes within the industry. A magna cum laude graduate of Brandeis University, he received Law Review honors from NYU Law School.
Howard is responsible for managing Dividend Reinvestment Plans, Direct Stock Purchase Plans, and Employee Stock Purchase Plans, as well as managing Mail Operations at Continental.
Howard began his career in stock transfer services in 1997, giving him 25 years of experience in the industry. He first worked with a large financial institution, where he quickly worked his way up to various managerial positions within the organization. In his time with the company, he worked on initiatives focusing on automations, risk reduction, and cost savings, as well as depositary receipts, corporate trust, and reorganization.
Howard earned his MBA from Hofstra University in 2006 and joined Continental in March 2021.
Wilton has over 30 years of experience in the financial services industry, starting his career in late 1993. Over the span of his career he has managed teams and worked with clients within the US, Canada and the United Kingdom. Wilton has consistently shown a dedication to supporting clients through the multitude of projects that he and his teams have managed. For the first 16 years of his career he spent a large portion with one of the largest Transfer Agents developing teams throughout the US, Canada and UK to support and manage projects that cohesively worked with internal call centers, Information technology and operational teams. He managed and produced cross-border initiatives that provided consistent customer experience throughout all three major markets. In 2010, Wilton was recruited to lead teams at an independent cross border provider of Shareholder Communication services. Capitalizing on his experience, he assisted in building their call center, expanded operational infrastructure and streamlining their client servicing teams. Recognized for his many successes it was then in 2014, he was asked to join a global tax services, software, and technology firm to assist in engineering a full build out of a new shareholder communication service offering. Here he built supporting software programs, a call center, operational infrastructure and assisted in promoting sales. After a few years he was able to complete the build out and seeked another opportunity. In Late 2017, Wilton joined Continental as a team member of the Corporate Actions area supporting all of our partners and clients. He now manages a team of seven managers that are responsible for redemptions, business combinations, paying agent services and a host of other Shareholder Communication projects.
Wilton currently resides in Southern New Jersey and lives with his loving wife of 15 years and his three children. In his spare time, Wilton enjoys spending time with family, kayaking and the beach.
Henry is a Senior Account Manager, and also serves as a lead manager for Special Purpose Acquisition Companies (SPACs) in the Account Management team.
Henry has been in the transfer agency business for more than 22 years, employed in the private and public sectors.
His experience with large shareholder base clients, specializing in community bank appointments, assisting in corporate governance, due diligence, planning, and preparation of all aspects of their shareholder meetings, mergers, acquisitions, IPO’s, stock split, and dividends.
Nick joined Continental Stock Transfer & Trust Company in 2015 and is responsible for managing Dividend Processing, Client Report Processing, Tax Reporting, Account Maintenance, TranStar Template Management, and TS Partners Liaison. Nick is also a member of Continental’s Conversion Team and Cyber Security Team.
Nick has over 25 years of industry experience and is a member of the Securities Transfer Association (“STA”) and the Shareholder Services Association (“SSA”). Nick is an active participant of the STA Operations Committee and has participated on various other STA committees including the Direct Registration Guidelines Committee, Cost Basis Committee, and Conversions Guidelines Committee. In addition, Nick is also a member of DTCC’s Joint Industry Working Group and has been a member of the Corporate Actions Committee and Paperless Legals Committee. Nick is a graduate of Rutgers University.
Michael has been with Continental for over 30 years and deals primarily with the clients’ executive officers and directors and their securities counsel. He interprets SEC rules to guide clients and is committed to finding solutions to complex problems.
Michael also serves as a Senior Relationship Manager for some of Continental’s most sensitive accounts. He is responsible for all aspects of:
- legally restricted transfers,
- original issuances stemming from initial, secondary, and follow-on public offerings,
- private placements,
- warrant exercises, and
- employee benefit plans.
He is also responsible for reviewing all legal agreements in which Continental is a party. Michael oversees and manages the implementation of procedures to ensure that Continental complies with all regulatory requirements.
He is a member of the Securities Transfer Association and the Shareholder Services Association.
Elizabeth is a seasoned professional who has been a valuable asset to Continental since 2008. With expertise in managing the Stock Transfer and Lost Securities Departments, she oversees a range of critical processes including non-restricted legal transfers, DRS & DWAC transfers through the DTC system, DTC reconciliation, replacement of lost stock certificates, and reporting cost basis through the Cost Basis Reporting System (CBRS).
Prior to joining Continental, Elizabeth honed her skills at another transfer agency in the Investment Services Department as a Trade Specialist, amassing over 20 years of industry experience. Alongside her professional commitments, Elizabeth cherishes her spare time spent with her son, indulging in shared passions like movie outings and arcade adventures. She holds an associates degree in Business Administration from Berkeley College.
Narisha joined Continental in 2016. She plans, organizes, and maintains the accuracy of all financial information recorded and reported. Her primary responsibilities include managing her accounting staff, the month-end close; monthly, quarterly, and annual payroll tax reporting; analytical reviews; and providing financials to management and Human Resources. She supports all aspects of the accounting department to meet deadlines, complete audits, and daily processing.
Before joining Continental, Narisha worked at Hunt Mortgage Group as a Senior Accountant, Sizmek Inc. as an Accounting Manager and Dreier LLP as a Senior Accountant. Narisha earned a bachelor of science in Accounting from Hunter College.
In 1990, John began his career in the stock transfer industry when customer service was a “cost center”. His work ethic, interpersonal skills, customer-centric philosophy and use of technology proved he could make customer service a “valuable resource” within any organization. John moved up through leadership at the bank and eventually ventured into the e-commerce industry, melding “old-fashioned customer service” and cutting-edge technology.
In 2001, at a fast-growing stock transfer agency, John upgraded telephone and CRM technologies and built a world-class customer-centric culture. Under his leadership, he enhanced the customer experience along with improving employee productivity.
From 2015 to 2021, John ventured into several industries, from insurance to hospitality to construction management. He joined CST in 2021 and continues to advance the customer communication strategy across the company.
John is a well-respected industry leader with more than 30 years of experience and has a wide range of industry knowledge. He is well versed in stock transfer and joined Continental in 2013 to assume responsibilities for Specialized Services, including dividends, abandoned property reporting, account maintenance, check reconciliation, IRS tax reporting, research, and dividend reinvestment.
In 2015, John was elevated to the position of COO.
John’s experience working for some of the most significant transfer agents in the world has allowed him to accumulate a broad range of managerial, organizational, and administrative skills. John also has a vast knowledge of all operational and regulatory issues handled by transfer agents.
John is a former chair of the Securities Transfer Association’s Operations Committee and has participated in several industry-wide boards.
Karri is responsible for strategically growing the business by nurturing relationships to offer issuers tailored, flexible, and thoughtfully designed services. She also spearheads Continental’s brand and marketing initiatives to enhance customer awareness and drive industry engagement.
Karri has 35 years of service in the industry, notably 23 years with Wells Fargo. Before assuming her role in strategy and growth focused positions, she held management roles in sales, client administration, product enhancement, stock plan administration, and corporate trust/escrow services.
Maggie is the point of contact for the Account Management & Administration group, ensuring that client needs are met in a timely and professional fashion. With over 30 years of experience in relationship management positions in the securities field – experienced in compliance and securities regulatory issues with a commitment to client education. Her stock transfer experience focuses on client relationships of emerging growth to large public companies.
Prior to assuming her role at Continental Stock Transfer & Trust, she held several management positions at other financial firms.
Maggie has sat on the Board of the Mid Atlantic Securities chapter, has been a member of several industry organizations, and has authored many industry articles.
Peter is a seasoned professional with an impressive 37 year background in the Securities Processing Industry. His extensive experience spans key leadership roles in Client and Customer Service Management, Staff Development, and the establishment of Centers of Excellence. Peter’s visionary approach has significantly contributed to the growth of high-performing teams, emphasizing excellence in service and fostering a culture of continuous improvement.
A recognized expert in Reconciliation, Abandoned Property Compliance, and Process Improvement, Peter’s commitment to adherence to regulations and streamlined operations has been instrumental. His proficiency in Project Management has led to successful initiatives, enhancing operational efficiency.
Ernest has been an integral part of Continental for the past 8 years. With over three decades of Corporate Actions experience, he continues to excel with his expertise in the Reorganization Department. Ernest’s unwavering dedication lies in consistently improving processes and systems to deliver premier shareholder support to Continental’s valued stakeholders.
His areas of responsibility encompass a wide range of critical functions, including managing voluntary tenders, mandatory securities exchanges, shareholder correspondences, special acquisition, business combinations, redemption payments, and wire transactions. Furthermore, Ernest plays a pivotal role as a key member of the Continental Corporate Actions Online Interface development and maintenance team, contributing to the continuous growth and success of the company.
Fran manages the Agency and Escrow team. He oversees the teams that manage all cash operations and investments for SPAC & Escrow accounts. He also develops and administers corporate action deals in support of client merger and acquisition transactions, specialized securities services, re-domestications, and cross border projects.
Mark oversees account administration, corporate actions, and stock transfer. He has more than 30 years of diverse industry experience with several prominent bank transfer agents, including Georgeson Shareholder Services. Mark has overseen complicated business combinations in over 350 Special-Purpose Acquisition Company (SPAC) transactions while at Continental, aggregating more than $50 billion. Mark has handled some of the largest and most complex mergers, working on more than 2,000 transactions in his career.
Mark is a member of the Securities Transfer Association and an active member of the Corporate Actions Division, the Securities Industry and Financial Markets Association.
Robert manages the day-to-day annual meeting process, mail operations, and scanning/archiving operations. He has nearly 50 years of stock transfer operations experience and has worked at significant transfer agents such as J.P. Morgan and The Bank of New York.
Robert is well-versed in proxy operations, workflow processing, and incoming/outgoing mail operations. Recently, Robert developed and implemented “Certificates on Demand” that allow shareholders to have paper certificates, which have otherwise gone digital. He was directly involved in pioneering many automation processes used in our business today, including electronic voting, workflow imaging, and using barcode technology.
Account Management
Our skilled Account Managers are adept at providing thoughtful solutions and prompt responses. They ask the right questions, then follow through with custom-designed, well-executed solutions.
Vincent joined Continental in January of 2022 as an Account Relationship Manager, after spending the previous 5 years in Marketing and Corporate Partnerships. He aims to utilize his experience with C-Suite Clientele in providing an advanced level of effective communication, timely support and specialized service on a daily basis.
Shortly after being hired, Vincent was added to a selected team overseeing Cross Border Co-Agent Relationships, supporting foreign issuers who wish to list on the various United States Stock Exchanges. He helps manage Continental’s Co-Agent Book of Business in its partnership with TSX Trust Company, the largest Canadian-owned Transfer Agent and a division of the TMX Group, in addition to servicing his direct book of clientele.
A double alumnus of Adelphi University in Garden City, N.Y., Vincent is dedicated to providing a top-class experience, while meeting new clientele and building lasting relationships across the financial services industry.
Stacy joined Continental in 2000, working in the Compliance Department. Her experience and knowledge are assets in coordinating legal requirements for certain corporate events. In the Account Management group, Stacy stays close to her clients and meets their needs one-to-one, no matter the time. As a result, she has established many valuable customer relationships through her years at Continental.
Stacy is originally from Trinidad/Tobago and currently resides in Brooklyn, NY. Every year, she travels to Trinidad to participate in Carnival and celebrates her family, heritage, and culture.
Alwyn has been contributing to the growth and success of transfer agents for over 14 years. In this time, he has built experience that encompasses Relationship Management, Customer Service, project management & strategic marketing that impacts bottom-line profitability.
During his tenure in the industry, he has excelled at streamlining less-than-efficient procedures to boost productivity and sales. Alwyn believes in a proactive management style, and prior to joining Continental, he personally managed a book of business with revenue upwards of a 13 million dollars every fiscal year.
Here at Continental, he is a part of the Senior Account Management team, who specialize in SPACs, IPOs and Business Combinations. He prides himself on providing white glove service, and enjoys working in the transfer agent business where he acts as the relationship manager/primary contact of accounts that have engaged Continental.
Vito recently joined Continental, bringing over 25 years of industry experience to the team. With a strong background in transfer agent services, he spent more than 17 years overseeing Restricted Securities processing and serving as a Sr. Relationship Manager. Earlier in his career, Vito honed his skills in brokerage operations.
Vito is known for his expertise in handling complex situations for various companies. He collaborates closely with company executives and law firms, taking pride in delivering top-notch client and shareholder satisfaction. His extensive experience and dedication make him a valuable addition to Continental.
Keri has over 25 years of experience in the securities industry. She has extensive background interpreting documents for New York Stock Exchange and Security and Exchange Commission compliance for proxy solicitation, shareholder voting rights, corporate governance, and numerous corporate actions.
Prior to joining Continental, Keri worked as a Relationship Manager on the transfer agent team and in corporate client services advising issuers on shareholder meetings, proxy, and voting requirements.
She is skilled in bankruptcy and restructuring noticing, transactions, tabulating, and disbursements. Throughout her career, Keri has provided expert guidance to company executives and counsel to ensure accurate analysis of solicitation, discretionary voting, and corporate governance regulations and compliance.
Henry is a Senior Account Manager, and also serves as a lead manager for Special Purpose Acquisition Companies (SPACs) in the Account Management team.
Henry has been in the transfer agency business for more than 22 years, employed in the private and public sectors.
His experience with large shareholder base clients, specializing in community bank appointments, assisting in corporate governance, due diligence, planning, and preparation of all aspects of their shareholder meetings, mergers, acquisitions, IPO’s, stock split, and dividends.
Kristen has 19 years of experience in retail banking management. She has held leadership and VP roles, gaining vast knowledge in the securities industry. Most recently, Kristen obtained the role of a Senior Loan Officer with a key lender.
Kristen has gained accolades for her exceptional work ethics and has served as a mentor in educating staff and clients in the industry. She will go above and beyond for her clients, which is the foundation of her success. She takes great pride in making sure that her clients have the best experience and continue to maintain her rapport with them.
Petra has worked in the transfer agency business for over 10 years. First working as a transaction processor, she learned the ins and outs of the transfer business. Eventually she moved on to work in the Operations department, managing the process improvement and deliverables of offshore employees in India.
Along with traveling to India to provide training and development, she was the main contact for any issues that would arise within her team.
With her experience managing client expectations, she has been commended for her ability to handle a large workload while delivering results on time. Petra is a graduate of Bridgewater State University and recently became a certified Scrum Master.
Mike has more than 25 years as a leader in securities and related industries. He has been a trusted advisor to executive management teams across industries, sectors, and regions throughout his career. Over his career, Mike has counseled executive management teams on various issues, including best practices, streamlining workflows, and addressing proper corporate governance, allowing issuers to remain focused on their business.
Mike’s best-in-class solutions for CEOs, CFOs, investor relations professionals, general counsel, and corporate secretaries address issues throughout the corporate lifecycle. He is a master at pre-IPO planning, ongoing shareholder servicing, shareholder meeting planning, mergers and acquisitions, bankruptcy, and exchange listing and de-listing.
Before joining Continental, Mike worked at an investor relations firm, helping newly public issuers navigate Wall Street and manage expectations to ensure issuers received the visibility and best valuations possible.
Mike is active in the organizations that shape the investor relations and corporate governance roles within public issuers. Mike is a longstanding member of the National Investor Relations Institute (NIRI) and a past board member of the San Diego and Los Angeles chapters. He is a 25-year member of the Society of Corporate Governance and a past board member of the Western Securities Transfer Association.
Ana has been in the transfer agent business for more than 20 years and has held various key positions throughout her career serving small, mid, and large-cap clients. Ana was an Assistant Vice President and team leader in prior roles at stock transfer agencies, and she is currently a Senior Account Manager and Vice President at Continental. Ana brings a depth of experience in shareholder relations, client services administration, and relationship management.
In her tenure, Ana has worked with large shareholder base clients assisting in corporate governance, due diligence, planning, and preparation of all aspects of their shareholder meetings, mergers, acquisitions, IPO’s, stock split, and dividends.
Ana is a graduate of Montclair State University. She is a highly motivated professional who values her clients and their long-term business relationship needs.
Stephen comes to Continental Stock Transfer with more than 30 years of experience in the industry, the past 25 years in Relationship Management.
He previously served as Vice President and Senior Relationship Manager at multiple transfer agencies.
Stephen’s strength is helping clients with complex matters. He has extensive knowledge and experience in annual meeting planning, Corporate Actions including stock splits and dividends, IPOs and mergers, and advising foreign clients.
Bernie has been in the transfer agency business for over 30 years, employed in the private and public sectors. Thirteen of those years were with a prominent in-house public company, supervising shareholder services, stock transfers, and ensuring adherence to the company’s corporate governance and industry regulations.
Bernie is a Senior Account Manager/VP at Continental and works in the same capacity.
She has accrued a wealth of knowledge in the security industry, corporate administration, and banking/securities environment. Bernie’s expertise is handling large shareholder clients and keeping clients informed in best practice methods for both the corporate and shareholder side.
Ian McKay is a hardworking and dedicated business professional with over a decade of experience in customer & client relationship management and operational project management experience. Ian has a strong portfolio of success managing accounts and maintaining partnerships while delivering business-critical projects and driving strategic sales.
Ian has a proven track record of identifying and leveraging opportunities to create positive results and is Lean Six Sigma Certified. This certification ensures high-quality vital data research, analysis, process development, and implementation skills, which aid executive-level professionals and the organization
Luis is an accomplished securities services professional with over 35 years of experience in the stock transfer industry. He has an extensive background in client relationship management, reorg administration, product management, and operations.
Before joining Continental Stock Transfer & Trust, Luis held management positions at several financial institutions.
During his tenure there, he was a vice president and senior relationship manager for several large corporate issuer accounts, including the parent company’s stock transfer account and employee plans. He was a Regional Vice President and team leader for several relationship management teams specialized in closed-end funds and international transfer agency services.
His strong management and interpersonal skills gave him success in all areas of expertise, emphasizing teamwork, business growth, and striving for excellence.
With more than 25 years of experience in the shareholder services industry, Leicia started managing a shareholder call center and the correspondence unit at a previous transfer agent.
She spent 14 years at a financial solutions company, working with large corporate issuers such as General Electric, Microsoft, Time Warner, and Pfizer.
Leicia worked 9 years at another transfer agency as a Vice President and over the course of her career, she was invited to speak at industry functions explaining the benefits of electronic proxy delivery and voting. She earned an MBA from Dowling College.
Steve’s expertise in coordinating and managing complicated deals with uncommon structuring.
He is also the point person for all cross-border issuers wishing to list in the United States and manages the co-agent book of business for Continental’s partnership with TSX Trust.
Steve has been with Continental for 18 years and has worked in many departments, accruing a wealth of knowledge as he worked himself up the ladder. In his current role, he brings that wealth of knowledge to provide clients with the guidance needed to facilitate their needs confidently and quickly.
Maria began her professional career as an Administrative Assistant. She worked at a few different firms and some of her responsibilities included being the liaison between international offices and overseeing the clerical support staff within the group.
Maria entered the transfer agent industry 25 years ago, working as an Administrative Assistant at Broadridge Financial Solutions (formerly known as ADP). Throughout her career with Broadridge, Maria continuously moved through the business and up the ladder, first moving to the Issuer Liaison group as an Administrative Assistant and managing all aspects issuer proxy mailings. She was then promoted to the position of Client Service Representative. Her responsibilities with the new role consisted of servicing Fortune 500 issuers and coordinating processes with new hires, including training and supervising. She continued to work within the proxy business at Broadridge until she came to Continental in early 2022 as an Account Manager.
Kelly is an accomplished securities services professional with over 30 years of experience in banking, management, and stock transfer administration of both international and domestic securities.
Before joining Continental, Kelly held several positions including, operations management, relationship management, and group administrative support at a large banking institutions’ stock transfer division and American Depositary Receipts (ADR) division. As a Unit Supervisor in Stock Transfer Securities Operations, Kelly managed a staff of 30 employees covering account maintenance, special transfers, and automated clearing. In ADRs, as an Assistant Vice President, Kelly’s role included relationship management and client administration of sponsored and unsponsored ADR facilities for European, Middle Eastern Emerging Markets, and Asia-Pacific companies listed and traded on NASDAQ, NYSE, and OTC Markets.
Along with Kelly’s extensive experience in stock transfer and ADRs, Kelly brings her enthusiasm and her excellent communication skills to assist in building and maintaining client relationships. She is a team player whose talent, experience, and willingness to work hard will contribute positively to Continental’s ongoing growth and success. Kelly is a graduate of Kean University, Management Science, BS.
Erika’s expertise is in Relationship Management, specializing in Problem Resolution and Retirement Services, having worked with two of the top banking financial centers in the industry.
Erika has a strong base in sales, having over 20 years of experience in the financial industry, targeting, developing, and implementing effective growth strategies that deliver solid and sustainable results.
She successfully achieved market revenue and sales profitability through expertise in cultivating and enhancing client relationships, marketing creativity and ingenuity, business development, and client management.
Erika served on the Bronx District Attorney’s Community Affairs Unit Adult Workshop Board for her expertise in financial security, J.P.Morgan Chase’s Diversity Council, and their Connecticut Market Leadership Team. She served as a Finance Mentor/Facilitator with Dress for Success Professional Women’s Group.
She is a graduate of Fordham University.
Client Support
Our Client Support representatives are the unsung heroes of our Account Management team. They are equipped with the essential knowledge necessary for providing you with an exceptional service experience, every time.
Edgar began his career at ChaseMellon in 1997, where he was a member of the support team to the Relationship Managers and Administrative Assistants. During his time on the support team, he acquired knowledge of the industry and went on to become an Administrative Assistant, supporting the Relationship Managers with their day to day functions. In this role, he gained experience in dividends, annual meetings, mailing coordination, tax reporting, transfers, and sale opportunities that included coordinating printing and delivery of materials for upcoming mailings.
In Edgar’s years of service, he addressed and resolved both client and shareholder inquiries in a timely manner to his small and large base clients. Throughout his time with the company and daily communications with internal and external clients, he was able to develop close professional relationships and provide superior customer service. Edgar now brings his experience and unique skills to Continental.
Darryl has over 20 years of experience as an Operational Manager in the banking & securities field and over 10 years of superior client service that he brings to Continental. He started his career in securities at AMEX, followed with a Team Lead at JPMChase. As a Team Lead at Chase, he managed multiple portfolios, both international and domestic.
Darryl has extensive experience in most tradeable products, ranging anywhere from the most basic to the most complex structured products, and he has years of Corporate Actions experience. His strong client service and portfolio management has been an asset to Continental.
Darryl prides himself on excellence and team work, along with hard work and dedication. He has a proven track record of client relations and the ability to explore new products and SPACs.
Lucy has extensive experience in the financial industry. Her most recent professional experience was working at an insurance agency. Lucy has also previously been employed as an Underwriter, Account Manager, and Human Resource responsibilities.
Here at Continental, Lucy is a part of the Business & Client Support team. She is excited to expand her knowledge in the transfer agent industry and share her professional experience with Continental.
Evelyne began her professional career as a Senior Underwriter. She gained in-depth knowledge of commercial line insurance for over 25 years throughout her career and acquired many skills. In her experience, she built long-term relationships and credibility with clients and customers. Evelyne joined Continental in early 2022 in the Account Administration group.
In her free time, Evelyne enjoys reading and international travel. She is fluent in French, which is invaluable with assisting foreign language customers. She is looking forward to building new client relationships at Continental and utilizing her experience and knowledge to support and enhance the business.
Tinka joined Continental Stock Transfer & Trust in June 2019 as the Administrative Assistant of Account Management & Administration. She is responsible for streamlining workflow between the Account Management team, Director of Account Administration, and other departments. Besides performing traditional administrative duties and assisting the Account Managers as needed, Tinka also helps to maintain the company’s internal client database.
Before joining Continental Stock, Tinka led a sales-driven retail career as a professional personal shopper. A style authority with a keen focus on customer satisfaction, she built a loyal client base including international, high-end, and business clientele, later expanding into bulk and corporate sales. New to this industry, Tinka is organized, adaptable, has extensive client service experience, and her desire to learn makes her a valued addition to the department.
Highly personalized, shoulder-to-shoulder approach.
We’re deeply engaged in applying our industry expertise to help shareholders of our clients thrive.