Company Overview of INVeSHARE, Inc.
INVeSHARE, Inc. provides regulated shareholder communications services in the United States. The company embeds its technology into broker dealer Websites that allow broker dealers and clearing firms to monitor upcoming events, including annual and special meetings; identify eligible voters and ensure they receive the right materials; publish materials on client’s portals and mail shareholders a notification of its availability; deliver various proxy and mutual fund interim mailings, including annual and semi-annual to shareholders electronically or via hard copy; and gather shareholder ballots through electronic, telephonic, and mail voting, as well as supply the results to the issuer’s tab...
777 Third Avenue
New York, NY 10017
Founded in 2003
Key Executives for INVeSHARE, Inc.
Chief Executive Officer and Director
Vice President of Finance
Chief Compliance Officer and Vice President of Industry Relationships
Senior Vice President of National Sales
Compensation as of Fiscal Year 2014.
INVeSHARE, Inc. Key Developments
INVeSHARE Adds TradeStation to its Client Roster
Jan 28 15
INVeSHARE recently added TradeStation to its client roster. TradeStation will use INVeSHARE services to provide shareholder communications 'including post-sale prospectuses, interim, proxies and corporate actions' to their clients.
Harold Westervelt to Leave INVeSHARE as President, Effective June 15, 2014
Jun 9 14
INVeSHARE announced that its President, Harold Westervelt, will be leaving the company effective June 15, 2014. The move follows recent changes to expand INVeSHARE's management team and its increasingly closer collaboration with Computershare, its strategic partner and investor. Mr. Westervelt took over as President of INVeSHARE in June of 2011 and has guided the business through several important advancements, including industry leading technology development, partnering with Computershare, and the strengthening of INVeSHARE's competitive position in the market. Mr. Westervelt will be staying with the company until the end of August 2014 in an advisory capacity.
INVeSHARE Announces board Appointments
May 13 14
INVeSHARE announced the hiring of two key members of the senior management team. Richard Reinemann joins INVeSHARE as Chief Operations Officer and Kevin Ryan is appointed Vice President of Sales. Mr. Reinemann has extensive experience in operations, technology and finance. He most recently served as Managing Director, Global Head of Operations and Middle Office, and was a member of the Operating Committee at Jefferies & Company, Inc. Prior to that, Mr. Reinemann spent over 25 years in various executive management positions at Pershing LLC, including Chief Administrative Officer, Chief Information Officer, Chief Operations Officer, and Managing Director of Securities Finance. Mr. Ryan comes to INVeSHARE from CoStar Group where he was a Regional Director. Prior to that, he spent 14 years in direct sales and sales management roles in the Wealth Management and Trading Divisions at Thomson Reuters. Leonard Belvedere will continue his role as Chief Compliance Officer and will take on additional responsibilities as Vice President of Industry Relationships at INVeSHARE.
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