opportunity analysis

Partners & Team

Lytham Partners, LLC Phoenix

Robert A. Blum, Managing Partner

Robert is a nearly 20-year investor relations industry veteran, with an expertise in understanding the dynamics and requirements of a successful relationship between public companies and the capital markets. During his career, Robert has overseen the development and implementation of every critical component of a successful investor relations campaign, including the execution of thousands of non-deal roadshow meetings, conference 1x1's and management conference calls as well as other critical investor outreach components such as creation of the firm's institutional corporate profiles and virtual conference initiatives. His ability to successfully guide his clients corporate positioning resides in his ability to articulate a company's value proposition through benchmarks and metrics that easily resonate with the national investment community, streamlining these components throughout press releases, conference call scripts, investor presentations, websites, and annual reports. In addition to traditional investor relations activities, Robert has consulted the management and board of directors on a number of capital markets activities, including having guided numerous companies through the uplisting process from the OTC to Nasdaq and/or NYSE, cross listing of shares from a foreign exchange to the U.S., proxy contest situations, capital raise evaluation, merger/acquisition valuation impact, crisis communications, perception analysis, and board of director/management recruitment. Robert spearheaded the campaign and created the relationships that resulted in a client being named "Stock of the Decade" as the #1 performing stock for 2000-2010. An alumnus of Arizona State University, he holds a B.A. degree in Finance.

Joe Diaz, Managing Partner

In a career spanning more than 25 years Joe Diaz has extensive experience in advising and counseling corporate management teams on operational and valuation issues. He has been instrumental in crafting and executing strategic programs that have yielded significant enhancement of shareholder value --including AdvancePCS (now Caremark Rx, Inc.), Allied Waste, Inc. (NYSE: AW), Bio-Rad Laboratories (AMEX: BIO), CNS, Inc. (NASDAQ: CNXS) and Abaxis, Inc. (NASDAQ: ABAX), among others. With a background in portfolio management Joe maintains a strong belief that investors in the small cap arena are actually "investing" in management teams than can consistently grow businesses, rather than innovative products and services. His primary focus is on establishing and maintaining management credibility. An alumnus of Coe College, Joe, along with his wife Pat, is an avid equestrian, sports fan and free market capitalist.

Joe L. Dorame, Managing Partner

Joe provides management, design and implementation of strategic plans to enhance shareholder value for unique leading-edge companies. In a career that spans 15 years, he has been responsible for overseeing more than $2 billion in capital appreciation for client companies under his direct management. Previously, he was affiliated with a leading regional investment banking and securities firm where he was responsible for initiating and operating the first United Mexican States Federal Treasury Certificate (CETES) desk in Arizona. Additionally, he has a comprehensive background in the brokerage business, including financial modeling, IPOs, private placements, and foreign government securities. Joe holds a B.A. degree from Arizona State University.

James Estrada, Senior Account Manager

James Estrada has twenty-one years of experience in finance, sales, brokerage services and capital procurement. This type of background is invaluable to us at Lytham Partners. Mr. Estrada contributes to the efforts of all Lytham Partners roadshows. He also acts as a liaison between our corporate clients and brokers, market makers and institutional investors. He also assists in the coordination and dissemination of all corporate information. From the Empire state, Mr. Estrada previously worked for two nationally recognized fixed income securities firms in Long Island, New York. He advised U.S. institutional investors on cash management and U.S. government secured investments. In addition, he assisted in marketing the C.D. brokerage industry's most successful "as agent" investment program. Mr. Estrada also evaluated the investment markets and various indexes, including Federal Funds, Libor, Prime and Discount Rates and U.S. Securities.  Mr. Estrada also worked for nearly a decade at the executive level in two large government agencies in  Maricopa County, Arizona.  He has a degree is in Communications and his education includes studies at  Hofstra University in Hempstead, New York and Grand Canyon University in Phoenix, Arizona. 

Kristen Klein, Vice President, Creative Services

Kristen oversees creative programs and design concepts and plays an essential role in the marketing, communications and creative needs of our organization and client companies. For more than 15 years she has been applying her creative talents to developing print collateral materials, annual report concepts and design, website design and development, social media campaigns and content, digital and traditional advertising. Additionally, Kristen manages all aspects of client press release distribution and quarterly earnings event logistics. She has a B.A. degree in English from Marist College and studied Computer Graphic Design at Phoenix College.


Lytham Partners, LLC New York

Adam P. Lowensteiner, Vice President

Adam Lowensteiner has been closely involved with micro and small-cap companies his entire career. Prior to joining Lytham, Adam was a Senior Account Executive at Wolfe Axelrod Weinberger Associates, an investor relations agency based in New York City. For thirteen years Adam worked intimately with the CEOs and CFOs of emerging growth companies seeking to expand the investor audience base. Prior to working at Wolfe Axelrod Weinberger, Adam worked as a sellside analyst with CJS Securities in White Plains, New York, as a generalist, but focused on small cap stocks. Prior to CJS, Adam worked several years with Individual Investor Group in New York City as a Senior Research Analyst, mostly researching micro and small cap ideas for the company's various publications and investment vehicles. Adam graduated from the Sy Syms School of Business at Yeshiva University with a Bachelors of Science in Finance. 

Ben Shamsian CPA, Vice President

Ben Shamsian has been an equities analyst on the buyside and sell side for the past thirteen years. Prior to joining Lytham, Ben was a senior analyst at FNY Capital, Sterne Agee and Iridian Asset Management, where he covered consumer, industrial, technology, energy, and business services sectors. Ben has expertise in uncovering the value of equities through financial modeling, management interviews, and industry research. Throughout his career, many management and investor relations teams have seeked Ben's advice as to how to better communicate with their investors. Ben began his career in accounting with PWC and Merrill Lynch, and obtained his CPA license. Ben holds a BS in Accounting from Yeshiva University and an MBA in Finance from New York University's Stern School of Business.


Partners and Team