Who We Are

A Team Committed to Actionable Advice That Drives Real Value

Man standing at a monitor giving a presentation.

A Boutique Advisory Firm – By Design

We believe our clients should be one of few, not one of many. We deliberately limit the number of client engagements we undertake to provide greater focus and deliver more effective advice and support. We focus exclusively on advisory solutions that address the full range of investor relations and corporate communications needs.

Unparalleled Depth and Breadth of Experience

Our senior advisory team has significant experience in investor relations. We are veterans who average over two decades of hands-on corporate experience prior to becoming Advisors. We understand what it takes to effectively communicate and manage sophisticated investors, complex business situations and diverse issues on a global scale because we have navigated them before.

Our leadership has also served the National Investor Relations Institute (NIRI) in countless capacities, including on its Board, as Chair of its Board, Chair of numerous committees, lecturers at its conferences and more. Three of our Advisors have been named as Fellows to NIRI. In addition, our team has experience across more than 20 industry sectors, and the vast majority started their careers in accounting, finance and/or capital markets.


We proactively engage with every client to help build and execute their communication strategy

Proactive Engagement

We proactively engage with every client to help build and execute their communication strategy. We remain engaged through semi-monthly meetings to monitor progress and pivot or adjust, as necessary.

Brands We’ve Worked With

We serve companies across many industries, geographies and market capitalizations. Our engagements typically last for years and we have been delighted to produce numerous Investor Day events for several clients.

Meet Our Team

When you seek advice and execution from a firm like Arbor, the most critical factor is the people you will work with.

Sam Levenson

Founder and CEO, NIRI Fellow

Idalia Rodriguez

Partner and Senior Advisor

Barbara Gasper

Senior Advisor, NIRI Fellow

Matthew Stroud

Senior Advisor, NIRI Fellow

Makela Taphorn

Senior Advisor

Ned Mitchell

Vice President

Jake Blawski

Director of Market Research

Jon Neitzell

Technology Advisor

Evan Schnidman

Technology Advisor