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Linda
M. Margolin
President
216-932-1755
linda@margolinIR.com Linda
Margolin, founder and president of Margolin & Associates, Inc.,
has an extensive background in the banking industry, financial analysis
and investor relations. Linda
began her banking career as a financial analyst at the Chase Manhattan
Bank in 1976, and subsequently held several executive positions
at Security Pacific Bank, heading the Mid-Atlantic corporate lending
group, Eastern division of financial institutions, and SVP, Portfolio
Administrator for non-bank subsidiaries. Prior to founding Margolin
& Associates in 1997, she held investor relations positions
at several companies, including Capitol American and FirstMerit
Corporation.
Linda
is a graduate of Skidmore College and New York University, where
she received an MBA in Finance.
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Terry D. Taylor
Senior Consultant
terry@margolinIR.com
With over thirty years of experience in the banking and investment industries, Terry Taylor is a senior communications professional with extensive financial and marketing credentials. Terry was most recently with KeyCorp as managing director in charge of communications and marketing for the corporation’s investment management subsidiary, Victory Capital Management. Prior to that, he held positions of increasing responsibility in investor relations, retail banking, risk management, media relations and capital management at Ameritrust, and following its acquisition, at Key. He began his career in banking in 1974.
Terry has an MA in economics from Case Western Reserve University and a BA in economics from the University of North Carolina at Chapel Hill.
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Meredith Kurtz
Conference Manager
meredith@margolinIR.com
As Conference Manager for Margolin & Associates, Meredith has responsibility for the successful planning and execution of all SuperCommunity Bank Conferences. From the initial stages to the final feedback from presenting banks and attendees, Meredith works to provide a positive experience for all conference participants. For the management teams of presenting community banks, this involves the coordination of meetings, presentation materials and travel schedules. She sets up one-on-one meetings with institutional investors and facilitates the introduction of conference presenters and sell-side executives. Conference participants know they can count on Meredith and her staff for unflagging service and fast solutions to issues relating to hotel arrangements, audio-visual support or changes to presentation materials.
Prior to joining Margolin & Associates, Meredith had several years of event planning experience in the profit and nonprofit sectors. She was assistant to the General Manager of The Cleveland Play House, a Cleveland-based professional theater renowned for its wide-ranging, high caliber repertoire. At the Play House, she was responsible for the coordination and staffing of events, preparation of all actor, director and independent contractor contracts and intra-departmental communication.
Meredith holds a Bachelor of Arts degree in theatre management from Baldwin-Wallace College.
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Blair Campomizzi
Senior Associate
216-932-1728
blair@margolinIR.com
Blair began his business career at Margolin & Associates as an intern in 2005. senior associate, Blair works closely with bank management on quarterly investor communications materials, develops and interprets peer groups, and analyzes financial and stock performance.
Prior to joining Margolin & Associates, Blair worked at Merrill Lynch & Co. where he researched and analyzed various stocks for a private client group.
Blair holds a B.S. in Business Administration from the Boler School of Business at John Carroll University, where he majored in finance and minored in economics. He is a charter member of John Carroll’s Collegiate Entrepreneurs Association.
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