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 Expert  728023

Expert in Financial, Investment and Corporate Communication to Reach Key Audiences.

Available for your Consulting and Expert Witness Needs

Kentucky (KY)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert brings nearly three decades of communication experience to benefit companies looking to develop the right messages and the right way to deliver those messages to key audiences. His background includes experience as a newspaper reporter and business reporter at several daily newspapers in Kentucky, Tennessee and New Jersey, as the Knoxville correspondent for the Wall Street Journal, and as contributor to international editions of Investor Relations Magazine. His collaboration exploring environmental practices on the Oak Ridge, Tenn., Department of Energy nuclear reservation was recognized by his journalistic peers. Since 1989, Expert has worked with public companies and other organizations on strategic and short term communication projects. A journalist by profession and an MBA-finance and marketing graduate, Expert has deployed his expertise to write annual reports, earnings webcasts and news releases, presentation scripts for CEOs and CFOs to deliver to financial analysts and fund managers, and to develop other corporate communication. He founded and continues to run investment conferences focused on public companies located in Kentucky, Ohio, Indiana and Tennessee.







marketing communications


public relations

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Indianapolis, Indiana;  Bloomington, Indiana;  Lexington, Kentucky;  Louisville, Kentucky;  Owensboro, Kentucky;  Cincinnati, Ohio;  Hamilton, Ohio;  and Middletown, Ohio.

Year   Degree   Subject   Institution  
1986   MBA   Finance and Marketing   University of Tennessee, Knoxville  
1978   BA   Journalism   University of Kentucky  

Work History:
Years   Employer   Department   Title   Responsibilities

1997 to





Founder and CEO


Expert is responsible for assembling the resources needed to serve public company clients as well as companies with other corporate communication needs. He has served companies ranging from small cap to large, in a variety of industries and situations.

2003 to





Founder and Managing Member


Expert oversees the development and execution of investment conferences that bring together public companies in a target state with fund managers, analysts and other investment professionals interested in these companies. INVESTKentucky, INVESTIndiana, INVESTOhio and INVEST Tennessee have allowed CEOs and CFOs from companies such as YUM Brands, Brown-Forman, Eli Lilly and others to conveniently bring their message to regional investors and Wall Street.

1995 to 1997


Bandy Carroll Hellige


Public Relations


Vice President


He contributed to the development of a PR division for this advertising agency and oversaw the operations of the Louisville office.

1987 to 1995


Wenz-Neely Co./Shandwick USA



Vice President


Expert oversaw this PR agency's Financial and Investor Relations division, providing leadership to public company clients on investor relations communication issues.

1987 to 1987


Asbury Park Press



Business Reporter


Expert covered energy and insurance for the business section of this 200,000-plus circulation daily.

1980 to 1987


Knoxville Journal





Expert progressed through a series of reporting beats at this East Tennessee daily newspaper, covering general assignment state desk and higher education and writing a weekly business column.

Career Accomplishments:

Board Member, Louisville Venture Club; Communications Chair, Financial Executives International, Louisville; Present or past membership in the National Investor Relations Institute, the UK Investor Relations Society; Society of Professional Journalists.

Professional Appointments

As an entrepreneur, founded a company to serve IR needs of public companies and an LLC to create investment forums for companies.


2009 PRSA/IABC award for writing; previously, journalism awards for newspaper stories as a reporter at the Knoxville Journal.

Publications and Patents Summary

He has written a number of articles exploring investor relations practices and techniques and issues in Investor Relations Magazine. His latest article for IRAlert explores regional investment conferences.

Selected Publications and Publishers  
 - IRAlert.com  
 - IR Magazine  

Consulting Services:
Selected Consulting Examples:
  • Expert worked with Genlyte Group, a lighting and fixtures manufacturer that wanted to demonstrate its strength in the face of an economic slowdown, and within a mature industry. Genlyte Group Incorporated was a billion-dollar company which designed, manufactured and marketed fixtures and controls for the commercial, industrial and residential markets. While the company had posted record sales and earnings, stock price growth was lackluster. Efforts to reach the investment community were inconsistent. Expert' approach was comprehensive. Management was interviewed to get their input on problems that might be cited by investors. Next, surveys of the investment community were undertaken for their opinions about Genlyte's performance, the quality of management, and the state of the company's investor relations program.This information helped shape a series of marketing efforts to further define Genlyte's strengths and accomplishments. Expert scheduled analyst and fund manager conversations with the CFO; sent information packages in response to requests for information from phone calls. A corporate quarterly fact sheet was developed and sent to fund managers invested in the building products industry, as well as to analysts and portfolio managers in related industries.Additionally, a national business media campaign was launched to seek business stories in publications like Investors Business Daily, Barrons, and similar business/finance newspapers. As a result, Genlyte's stock price moved to a 52-week high while their peer group index increased only incrementally, and the technology-laden NASDAQ index fell sharply. The stock's P/E - once trading around industry levels - began to trade at higher multiples.
  • Expert helped position a merger between two Indiana utilities as a "merger of equals." Indiana Energy and SIGCORP, Inc., which provided natural gas and electricity to about two-thirds of Indiana, used Expert as their resource to reach sell-side and buy-side analysts in Vectren Corporation's inaugural visit to Wall Street. Management wanted the Street to know that this friendly "merger of equals" transaction would benefit all stakeholders and would foster growth of the company's telecom and non-regulated operations.Expert met with management, scripted speaking points and developed a powerful financial presentation that outlined the companies' past successes, expected merger savings and future opportunities. By the company's first earnings teleconference, a key industry analyst upgraded his opinion and the stock continued to peak. Despite merger-related costs that accounted for nearly half of Vectren's first quarter earnings, its stock performance was positive.
  • Addington Resources, a coal company headquartered in Eastern Kentucky, used Expert to help communicate a change in the company's direction. While primarily a coal company, the corporation also had interests in gold mining, citrus farming and environmental (landfill) services. Coal mining operations had been consistently profitable, but those earnings were offset by losses in other areas. An outside industry veteran was appointed president and chief executive officer by the board, and the new CEO arranged to sell off unprofitable divisions and properties.Kirby Taylor's predecessor rarely communicated with the financial community. To retain the company's value in the market, Expert felt it was imperative to tell Wall Street exactly what was going to be done to turn around the company, and what results were expected. IR counsel arranged analyst forums in New York and Boston for Taylor to tell his restructuring story to Wall Street. In addition to an analyst teleconference, investor publications (annual report and quarterlies) were used to reinforce the restructuring messages. Despite steep charges that were incurred for the restructuring, Addington's stock maintained its value in the market.
  • For a financial entity based in Kentucky, Expert provided media relations training for senior management. The training provided examples and hands on practice on television, radio and newspaper interviews, and improved their response and confidence in dealing with the media regarding ongoing stories or crisis situations.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
2005 to 2007   United Kingdom   Worked on several research projects for a London-based investor relations agency, primarily targeting analysts, fund managers and investment professionals both in the US, the European continent and the Middle East to determine their investment opinion about various public companies and financial product trends and offerings.
2005 to   United Kingdom   Wrote topical pieces about international investor relations issues in the US, Europe and the Middle East.
2006 to 2006   United Kingdom   Researched funding alternatives for a London PR agency on behalf of a "fair trade" organization with operations in Africa and the UK.

Market Research:
Expert has worked in many industries as a financial communication consultant, including energy (coal), utility (electric and gas), banking, retail, and others.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Executive media training, helping senior management develop and deliver key corporate messages to newspaper reporters, TV crews and radio talk show hosts. The seminar explores the origins of news, how to deal with ambush reporting, and communication trends with new media that are impacting business.

Other Skills and Services

As a trained journalist, Expert brings a news media perspective to corporate communicaton, and essentially can slice through the fluff to get to and develop the points that need to be made in company-authorized speeches, opinion pieces or other written communication. Expert' skills include translating industry jargon - especially financial - into language that is accurate and easily understood by a general audience.


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