When you seek advice and execution from a firm like Arbor, a critical factor to consider is the people that you will be working with.
Chief Executive Officer
Sam Levenson is the Founder and Chief Executive Officer of Arbor Advisory Group. For over 25 years, he has served as a trusted advisor to Boards of Directors, CEOs, CFOs and other executive management in the investor relations, corporate communications and public affairs functions. In 2015 he was inducted as a Fellow to the National Investor Relations Institute, an honor bestowed on “distinguished investor relations professionals.”
Prior to founding Arbor in 2013, Sam’s experience includes leading investor relations for Sony North America. He also directed global investor relations and corporate communications for Cendant Corporation in the wake of fraud and one of the largest-ever shareholder lawsuits brought against a public company. In addition, he created and implemented the first investor relations program at Staples. Sam has deep expertise in strategic and financial communications, crisis management, M& A and capital markets transactions, and legal and regulatory issues.
In addition to his professional responsibilities, Sam has been deeply involved with both the National Investor Relations Institute (NIRI) and the Investor Relations Association (IRA). For NIRI, he served on the Board of Directors, as Chair of both the Senior Roundtable and the External Affairs Committee, as well as other roles at both the national and local level. In addition, Mr. Levenson co-chaired the CFAI/NIRI Joint Taskforce on Issuer and Analyst Relations, which published Best Practice Guidelines that were subsequently endorsed by both the NYSE and NASDAQ. For the IRA, he served in each of the officer roles on the Executive Committee, including as President.
Sam was appointed by the Financial Accounting Foundation as the sole member of the Financial Accounting Standards Advisory Council (FASAC) to represent the investor relations community and served for four years in this capacity. The FASAC is responsible for advising the Financial Accounting Standards Board (FASB) on technical issues, project priorities and other matters that affect standard setting.
Sam holds a BS from Boston University.
Idalia is Partner and Senior Advisor with 20 years of combined experience as a corporate investor and public relations officer, and as an investor relations advisor providing strategic counsel to private and public companies.
Idalia has worked in an advisory capacity for companies representing some of the largest initial public offerings on the NASDAQ and NYSE over the last decade. She has been a trusted advisor to Chief Executive Officers, Chief Financial Officers and other members of executive management teams for mid- to large-cap companies. Credited by her clients for her immersive style and extraordinary commitment to their success, she is viewed as being completely engaged in their business.
Idalia has successfully developed and implemented a diverse range of solutions to investor relations and corporate communications issues. Her areas of expertise include initial public offerings, crisis communications, proxy advisory, M&A and other strategic and financial transactions. Her client engagements have spanned industries that include Industrials, Building Products, Beauty, Financial Services, Leisure and Entertainment, Real Estate and Technology.
Prior to becoming an advisor, Idalia was Head of Investor Relations for Axeda Systems and Aqua America. where she managed active investor relations programs. Idalia directed and managed the first-ever Investor Day for Axeda Systems and led all communications efforts for the subsequent breakup of the company. She also managed multiple proxy voting efforts to secure shareholder approval for the sale.
In addition to her professional responsibilities, Idalia is a member of the National Investor Relations Institute (NIRI) and she is the Chair of the steering committee for NIRI’s Senior Roundtable. Previously she served as President of NIRI’s Philadelphia Chapter. She is also a member of New York Women in Communications and 100 Women in Finance. Idalia is bilingual in Spanish and English.
Idalia holds a BA from Immaculata University.
Barbara Gasper is a senior executive with 40 years of corporate experience, including 25 years in corporate investor relations. Most recently, she was Executive Vice President of Investor Relations for Mastercard. She created Mastercard’s global investor relations program in advance of that company’s 2006 IPO and led this effort for more than a decade, during which Mastercard grew from $4 billion to over $100 billion in market capitalization. In 2014 she was inducted as a Fellow to the National Investor Relations Institute. Prior to Mastercard, Barbara was Vice President and Head of Investor Relations for Ford Motor Company, Pricewaterhouse Coopers Consulting, Lucent Technologies, and Raytheon. She also served as Treasurer of Lukens Inc. Barbara has deep expertise in strategic and financial communications, initial public offering strategy and execution, M& A and capital markets transactions, and governance and regulatory issues.
In addition to her professional responsibilities, Barbara is a member of the National Investor Relations Institute (NIRI) and served on the Board of Directors, as well as on the Senior Roundtable of that organization. Barbara has also served as an officer of the Investor Relations Association. She has been the recipient of numerous awards from Institutional Investor Magazine and IR Magazine, including IR Magazine’s 2014 Lifetime Achievement Award. In addition, Barbara is a member of the Board of Trustees for Main Line Health, a not-for-profit health system serving portions of Philadelphia and its western suburbs, serving on their Audit and Retirement & Investment Committees. She also serves as Treasurer of the Bucknell University Alumni Advisory Board.
Barbara holds a BS from Bucknell University and an MBA from Widener University.
Ron Parham brings over 25 years of investor relations experience with a concentration in the branded consumer products sector. Ron has counseled corporate management teams and developed effective messaging in support of significant corporate events and strategic initiatives, including brand positioning, mergers and acquisitions, financial restructurings, changes in senior management, corporate reorganizations, product recalls, lawsuits, corporate governance, social responsibility, enhanced earnings and guidance practices, investor days, and non-deal road shows. Ron approaches all of his engagements with the goal of fostering an atmosphere of constructive engagement between companies and their audiences.
He established Nike, Inc.’s first full-time IR program, serving as the company’s Director of Investor Relations for eight years, during which the company’s revenues grew from $900 million to $6 billion. In 1999 he launched PondelWilkinson Parham, an independent investor relations agency, where he developed effective investor communications over the next nine years for a diverse group of micro-, small- and mid-cap clients spanning consumer products, pulp & paper, high-tech, media measurement and manufacturing. From 2008-2017 he applied his extensive communications skills leading investor relations and collaborating on internal and corporate communications at Columbia Sportswear Company. Most recently, he served as Vice President of Investor Relations for Portland, Oregon-based Cura Cannabis Solutions, a pre-public leader in the cannabis oils markets.
Ron’s commitment to investor relations best-practices is reflected in his long history of volunteerism at local and national levels of the 3,300-member National Investor Relations Institute (NIRI), the largest investor relations association in the world. He is the 2019 Chair of NIRI’s national board of directors, serves on the board of NIRI’s Virtual Chapter, and previously served as president of NIRI’s Portland, Oregon chapter.
Ron received his BS in Business Administration with a concentration in Accounting from Oregon State University and began his career as a certified public accountant (lapsed) with the Portland office of Coopers & Lybrand.
Anna is a senior executive with close to two decades of investor relations and corporate communications experience gained both in-house and as a consultant. Her background includes all aspects of investor relations, as well as experience in corporate communications, primary and secondary market research and business plan development.
Anna’s corporate clients have ranged from private equity funds and emerging biotech firms to Fortune 500 companies. In addition, Anna has in-house investor relations and corporate communications expertise in the biopharmaceutical, technology, travel and real estate industries. She has provided investor and corporate communications counsel to a diverse group of clients, including Intel Corporation, Zillow Group and real estate private equity firm Menlo Equities.
Prior to joining Arbor, Anna was Director of Investor Relations for CohBar, a preclinical stage biotechnology start-up and Cadence Pharmaceuticals, a clinical stage specialty pharmaceuticals company. Earlier in her career, she was on the investor relations team at Cendant Corporation and held investment research and operations roles at an Emerging Markets venture capital firm.
In addition to her professional responsibilities, Anna is a member of the National Investor Relations Institute. She is also a board member of a Napa Valley, CA public school foundation and endowment trust supporting innovative public education initiatives.
Anna holds a BA from Wesleyan University and an MBA from UCLA’s Anderson School of Management.
Asia is a lead advisor and supports ongoing investor relations and corporate communications work across Arbor’s client base and practice areas. She also focuses on financial analysis and investor relations research. Using specialized databases and other resources, she performs in-depth client and peer business analysis, financial statement analysis, institutional investor targeting, and conference and investor day presentation development.
Asia brings a strong foundation of finance and investor relations experience to Arbor. She was previously an Analyst with Macquarie Infrastructure and Real Assets, a private equity firm and the world’s largest infrastructure asset manager, where she assisted in developing product strategy for U.S. and globally-focused investment vehicles. She began her career at Solebury Communications, an investor relations advisory firm, where she worked in an advisory role for accounts across a broad range of industries. She also supported numerous initial public offerings.
Asia holds a BA from Bucknell University.
Jake is an Analyst at Arbor, responsible for providing support to Advisors across the firm’s client base. He conducts in-depth industry and company research including financial analysis, peer analysis, and institutional investor targeting to help develop the best IR strategy for Arbor’s clients.
Jake brings a strong research background to Arbor. He most recently was an Analyst in the Global Business Development group at Skadden, Arps, Slate, Meagher & Flom. In this role he conducted research on global M&A, capital markets, and individual companies to support the firm’s internal strategy initiatives. He began his career as an Associate at Ridgetop Research.
Jake holds a BS in Finance with a minor in Economics from Fordham University’s Gabelli School of Business.