Proxy Logistics & Virtual Shareholder Meetings – Alliance Advisors https://allianceadvisors.com A full service proxy solicitation and corporate advisory firm Fri, 11 Sep 2026 15:05:07 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.2 https://allianceadvisors.com/wp-content/uploads/2023/01/cropped-favicon-32x32.png Proxy Logistics & Virtual Shareholder Meetings – Alliance Advisors https://allianceadvisors.com 32 32 Lou Vega https://allianceadvisors.com/staff-member/lou-vega/ Mon, 25 Jul 2022 09:07:36 +0000 https://aadvisors.vog.in.rs/?page_id=26446

Lou Vega is a strategic relationship builder and trusted advisor who brings a multidimensional perspective to client engagement. Known for his ability to look beyond surface-level needs, Lou works closely with corporate leaders to understand the broader context of their challenges and identify tailored solutions that align with both immediate priorities and long-term objectives. His approach blends insight, intuition, and deep industry knowledge to deliver meaningful outcomes that extend well beyond traditional business development.

At Alliance Advisors, Lou has earned a reputation for integrity, sound judgment, and an unwavering commitment to client success. He plays a key role in connecting organizations with the firm’s full range of capabilities, ensuring each engagement is thoughtfully matched to deliver maximum impact. His ability to foster trust and navigate complex stakeholder environments has made him a valued partner to clients across a wide range of situations.

Prior to joining Alliance Advisors, Lou built a diverse foundation through business development roles spanning multiple industries. This breadth of experience informs his adaptable, solutions-oriented mindset and enables him to engage effectively across different sectors and leadership teams.

Lou holds a Bachelor of Arts in Political Science with a minor in Criminal Justice from Montclair State University.

]]> Jonathan Holland https://allianceadvisors.com/staff-member/jonathan-holland/ Wed, 28 Jan 2026 14:33:38 +0000 https://allianceadvisors.com/?post_type=staff&p=62723

Jonathan Holland is Vice President in the Proxy Logistics Group at Alliance Advisors, where he works directly with corporate issuers, legal counsel, and internal teams to execute shareholder communications and proxy event strategies with precision.

A veteran of the proxy and shareholder services industry, Jonathan brings a consultative approach to each engagement, drawing on his deep knowledge of proxy regulations, event logistics, and client expectations. He has successfully coordinated a wide range of proxy events, including annual meetings, special meetings, M&A transactions, and non-routine/activist proposals, tailoring solutions to meet the unique requirements of each scenario.

Before joining Alliance, Jonathan held senior roles in account management and client services at Donnelley Financial Solutions and Mediant, a BetaNXT business, where he built strong client partnerships and drove seamless proxy execution across a broad portfolio of public companies.

]]> Amanda Raimo https://allianceadvisors.com/staff-member/amanda-raimo/ Mon, 25 Jul 2022 04:45:29 +0000 https://aadvisors.vog.in.rs/?page_id=26414

Amanda Raimo is Vice President of the Proxy Logistics Group at Alliance Advisors and is responsible for managing operational tasks in preparation for client shareholder meetings. She maintains Alliance’s client database, communicates with proxy intermediaries, procures depository and shareholder lists, and executes all functions of the shareholder meeting process including the timeline of events, broker nominee search, document printing, web hosting, proxy card and notice preparation, required mailings to registered holders, distributions to bank/broker/nominee and intermediary firms, and proxy tabulation.

Amanda Raimo also provides support for Information Agent assignments including tender, exchange, and rights offerings. Prior to this position, Amanda was a proxy voting specialist in our multifaceted call center. Amanda has been working in the proxy industry since 2014.

]]> Michael Hugyo https://allianceadvisors.com/staff-member/michael-hugyo/ Mon, 27 Jan 2025 20:16:14 +0000 https://allianceadvisors.com/?post_type=staff&p=54469

Michael Hugyo is Vice President, Investor Communications at Alliance Advisors. Mike brings over 23 years of experience of industry experience to Alliance in helping public companies, REITS, and BDCs and mutual funds successfully navigate annual and special meetings with customized solicitation strategies.

Mike is well known in the alternative investment (non-traded REIT and BDC) industry and provides a highly consultative approach to his clients when dealing with challenging non-routine proxy proposals such as charter amendments.

Mike has helped his clients grow their digital footprint with use of electronic distribution including use of eMail, texting, and active document hosting sites to help foster stronger relationships with retail investors while meeting investors where they are for more efficient proxy communications and voting.

Prior to joining Alliance Advisors, Mike held senior client management roles at Computershare, Boston Financial Data Services and most recently Mediant, a BetaNXT business.

Mike is a member of multiple industry associations and is an active participant on several working committee groups.

]]> Kelly Ulley https://allianceadvisors.com/staff-member/kelly-ulley/ Sun, 19 Mar 2023 06:48:19 +0000 https://allianceadvisors.com/?post_type=staff&p=30948

Kelly is a member of the Proxy Logistics Group at Alliance Advisors where she conducts research and analysis for bid proposals while utilizing procedures that produce the most cost effective method for the client.

She also maintains internal databases, manages the firm’s virtual shareholder meeting platform and provides financial reporting and operational support to the Accounting Group. Kelly received her Bachelor’s Degree in Computer Science at Sacred Heart University.

]]> Nadin Awad https://allianceadvisors.com/staff-member/nadin-awad/ Mon, 25 Jul 2022 04:36:40 +0000 https://aadvisors.vog.in.rs/?page_id=26403

Nadin Awad is a member of the Proxy Logistics Group at Alliance Advisors. Nadin assists clients to strategically plan for successful shareholder meetings by developing timelines for Full Set, Notice Only and Notice Only Blended mailing models. She conducts research and analysis for bid proposals while utilizing procedures that produce the most cost effective method for the client.

Nadin also manages various aspects of the shareholder meeting process including printing, web hosting, registered holder mailings and proxy distribution. She oversees fulfillment for all shareholder and broker requests for proxy materials.

]]> Carmen Palumbo https://allianceadvisors.com/staff-member/carmen-palumbo/ Fri, 31 Mar 2023 08:49:52 +0000 https://allianceadvisors.com/?post_type=staff&p=31995

Carmen Palumbo is a member of the Proxy Logistics Group at Alliance Advisors where she works with senior members of the team to manage operational functions for client shareholder meetings.  She maintains Alliance Advisor’s client database, communicates with proxy intermediaries, procures depository and shareholder lists, and prepares services agreements.

Prior to this position, Carmen was a member of Alliance Advisor’s Asset Recovery Group and worked as a  trainer, recruiter, and project manager for Alliance’s call center.  Carmen has been working in the proxy industry since 2015.

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