ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Water Tower Research (WTR) To Add Lisa A. Sowell as Managing Director of Investor Engagement

December 13, 2022, St. Petersburg, FL – Water Tower Research LLC (www.watertowerresearch.com), a leading, digitally focused investor engagement and stakeholder communication firm, is pleased to announce that Lisa A. Sowell will join the firm as Managing Director of Investor Engagement.

Water Tower Research was founded to provide “Research for the Other 99%”, with a mission to improve the communication channels between companies and their stakeholders that have been impaired by dramatic structural changes to the conventional equity research and investor engagement models.

Commenting on the addition of Lisa Sowell, Charlie Phippen, Chief Executive Officer, stated, “Adding someone of Lisa’s caliber to our organization will have a major impact on our ability to expand our brand with investors and further deliver for clients. Lisa has a tremendous reputation with institutional investors and a long track record of success in corporate access. She will work with our growing team of 11 equity research analysts and across all eight coverage sectors to build awareness with institutional investors for WTR’s content. We are very excited to have Lisa on our team.”

Executive Chairman Stu Linde also commented on the hire, saying, “Lisa is an excellent sales leader and has earned a reputation for building great institutional relationships. As we expand our brand across the investor spectrum, Lisa will be leading the charge of increasing WTR’s mindshare and broadening our reach with a program of corporate access. In addition to more than doubling our analyst base in 2022, Lisa marks the fifth senior hire within our Investor Engagement team this year.”

With more than a quarter century of proven success in institutional sales and management, Lisa has spent the last 12 years as Managing Director for the Southeast and Midwest Regions.  Her experience in sell-side firms with top-tier asset managers in New York, Boston, Kansas City, Denver, and Atlanta includes Robinson Humphrey, Morgan Keegan, Raymond James Financial, Sterne Agee, Macquarie, and SunTrust Robinson Humphrey. Lisa’s unswerving commitment to excellence, as evidenced by her tandem top-drawer skills in forming strong personal and institutional relationships and delivering paramount customer service, explains Lisa’s perennial position as one of the top performers in the business. Lisa has been dubbed by her competitors as the “Queen of the Non-Deal Roadshow”.

Lisa earned a BBA degree from Georgia State University in Atlanta. In her free time, Lisa enjoys competitive FITASC shooting and has been nationally ranked being chosen for Team USA. The focus of Lisa’s charitable time and resources support the Boy Scouts of America-Heart of America Council in Kansas City.

About Water Tower Research (WTR)

Water Tower Research is an investor engagement and stakeholder communication platform powered by sector experts with significant Wall Street and industry experience. We create, deliver, and maintain the information flow required by companies to build and preserve relationships with all stakeholders and existing and potential investors. “Research for the Other 99%” opens the door for companies to digitally share their stories directly and engage with a broad, diverse set of investors.

Contact Information:

Name: Water Tower Research
Email: research@watertowerresearch.com
Job Title: WTR Investor Engagement

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.