About
NIRI 40 Under 40National Investor Relations Institute
I'm Senior Director of Investor Relations at Q4, based in New York. I design the agents and workflows behind an AI platform for IR teams, and I lead a team of twelve analysts working with public companies on the things that don't wait: earnings, targeting, shareholder engagement, and the mornings when the stock does something nobody expected.
How I got here
From reading the register to building the thing that reads it
I came into this from the data side. At Ipreo, and later at IHS Markit, I spent four years on shareholder identification and investor targeting for Fortune 500 issuers — working out who was buying, who was leaving, and what a company ought to do about it. Then I spent seven more at Q4 sitting on the other side of that work, as the person a CFO calls when the tape does something they need explained by lunchtime.
Building software for this was not a change of career. It was the same problem with better tools. For eleven years my job has been to know what is happening to a company's stock and why, and to be useful about it before somebody has to ask. That question hasn't changed at all. What can be done about it has changed enormously in the last three years, which is most of what I now spend my time on.
I studied at the College of Charleston. NIRI named me to its 40 Under 40.
What I think the job is
It is still a relations job
Everything I build is about leverage, not replacement. The tools can tell you what is being said and help you work out why. They cannot pick up the phone.
The parts of this role that decide outcomes are still done by a person. Knowing which holder to call when the stock moves. Hearing what an investor is actually asking underneath the question they asked. Having enough standing with a CFO that your advice lands the first time instead of the third. None of that is a data problem, and none of it is going away.
What changes is where the hours go. If an agent handles the assembly, the IRO gets back the thing the job has always been short of: time to think, and time to be in the room. I'm confident the market will keep paying well for that judgment. I'm much less confident it will keep paying for the assembly.
Background
Eleven years of doing this by hand first
- 11years in IR and capital markets
- 100+public companies advised
- 12analysts on the team I lead
I've worked with public companies from large-cap technology to small-cap biotech, across every sector, on earnings, investor days, targeting, roadshows and shareholder engagement. Before any of this was automated, it was me and a spreadsheet before the market opened. That's what makes the AI work credible rather than theoretical.
- 2022 – present Senior Director, Q4Strategic partner to client CEOs and CFOs. Lead a team of twelve. Pioneered generative and agentic AI across the firm's IR workflows.
- 2019 – 2022 Director, then Associate Director, Q4Targeting strategy, consensus and sell-side management, investor day and roadshow programs.
- 2015 – 2019 Ipreo, then IHS MarkitShareholder identification, investor targeting and activist defense for Fortune 500 issuers. Trained and led new analysts.
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