Privacy Policy

Lytham Partners – Website Privacy Policy
revised and effective May 4, 2020

This Privacy Policy describes Lytham Partners’ privacy practices applicable to your use of our website located at (the “Website”), including how we collect and use personal data via the Website. By using our Website, you are consenting to our collection and use of information in accordance with this Privacy Policy, in addition to acknowledging our Disclaimer/Disclosure statement which can be viewed here:

What This Privacy Policy Does and Does Not Cover

This Privacy Policy applies only to personal data collected by Lytham Partners via the Website. This Privacy Policy specifically does not apply to personal data collected by Lytham Partners offline or through any other third party means.

Collection of Personal Data

We collect and process personal information that you provide by conducting business with us (individually or on behalf of your employer/represented company) by filling in forms on our Website, or at a conference, or anywhere else we conduct business, by subscribing to newsletters or other communications, or by corresponding with us by phone, e-mail or otherwise using our contact details or providing your contact details to us. This includes personal data provided at the time of requesting information or services, soliciting business, performing a service or negotiating a contract for products or services.

Automatic Data Collection; Google Analytics; Cookies

We use Google Analytics and server logs to help us analyze how users interact with and use the Website, compile reports on the Website’s activity, and provide maintenance and other services related to the Website’s activity and usage.

Log Information: When you interact with the Website, servers automatically record usage information that your browser or device sends such as IP address, browser type, internet service provider, referring/exit pages, operating system, date/time stamps, and related data. This information may be stored in log files.

Google Analytics: Our Website uses web analytics services Google Analytics, which uses cookies and other tracking technologies. Cookies are bits of text that are placed on your computer’s hard drive when you visit certain websites. Cookies may identify, for example, whether you have visited us before or if you are a new visitor and which site features in which you may find interesting or useful. Cookies may enhance your online experience by saving your preferences while you are visiting a particular site.

The information generated by Google Analytics will be transmitted to and stored by Google and will be subject to Google’s privacy policies, which can be viewed by clicking here:

To learn more about Google’s partner services and to learn how to opt out of analytics tracking by Google, click here:


This Website contains links to other sites. Please be aware that Lytham Partners is not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every website that collects personally identifiable information. This privacy statement applies solely to information collected by this Website. 

Use and Disclosure of Personal Data

Lytham Partners uses personal data collected through our Website to: present, personalize, improve, and maintain our Website; provide you with information or services that you request from us; respond to your comments and questions; gather aggregate information about the Website user base as a whole; fulfill any other purpose for which you provide personal data; and/or fulfill any other lawful business purpose.

Lytham Partners may disclose personal data collected through our Website: to service providers who provide services to or on behalf of Lytham Partners; to any subsidiaries, joint ventures, or other affiliates; to a buyer or other successor in the event that we are acquired, merge with another entity, or sell portions of our assets; to comply with any court order, law, or legal process, including to respond to any government or regulatory request; if we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Lytham Partners or others; consistent with any other purposes disclosed by us when you provide the information; with your consent; and/or in aggregated form in a manner that does not identify you.

Security of Personal Data

Although we take measures to protect your personal data, we cannot guarantee its security. No method of transmission of information over the internet or method of electronic storage is completely secure. Any transmission of personal data to or using our Website is at your own risk.

Contacting Us Regarding Your Personal Data

You can contact us at any time at the email address listed at the end of this Privacy Policy to ask that we do any of the following: erase or delete all or some of your personal data; change, update, or correct your personal data; restrict how we use all or some of your personal data; or provide you with a copy of your personal data. We will consider and respond to any such requests promptly and otherwise in accordance with applicable laws.

Note for International Residents

Lytham Partners is located in the United States. Please be aware that any personal data we collect may be transferred to and processed in the United States and be subject to United States law. The privacy and data protection laws in the United States may not be equivalent to the laws in your country of residence.

Collection of Personally Identifying Information from or about Children

Lytham Partners does not knowingly collect or solicit personal information from anyone under the age of 18 or knowingly allow such persons to register. If you are under 18, please do not attempt to register or send any information about yourself to us, including your name, address, telephone number, or email address. No one under age 18 may provide any personal information to Lytham Partners. In the event that we learn that we have collected personal information from a child under age 18 without verification of parental consent, we will delete that information as quickly as possible. If you believe that we might have any information from or about a child under 18, please contact us at

Updates to Our Privacy Policy

This Privacy Policy may be amended from time to time. Any such changes will be reflected on this page. 


If you have comments, concerns, or questions about anything contained in this Privacy Statement, including how your personal information is used, please contact us at:

Lytham Partners
4602 E. Thomas Rd.
Phoenix, AZ 85018

Jack has more than 20 years of experience in investor relations, FP&A as well as equity research roles at Wall Street firms. He provides clients with investor relations counsel and strategy, as well as support for quarterly earnings and investor and analyst targeting programs. Previously, Jack was a senior vice president in the corporate communications practice at Finn Partners and an executive at a large cap publicly traded retail company.

Roger Weiss is a highly regarded member of the Wall Street institutional sales community. In a career spanning more than 30 years, he has held senior sales management positions at leading sell-side firms including B. Riley/National Securities, Canaccord Genuity, A.G. Edwards, and First Manhattan Co. He also has extensive commercial banking experience serving at J.P. Morgan Chase (Manufacturers Hanover Trust) and PNC Financial. Roger holds a Bachelor of Arts degree from Vanderbilt University and an MBA, with concentrations in Accounting and Finance from the Columbia Business School.

Ben Shamsian has been an equities analyst on the buyside and sell side for over 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.

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.

Rolf has worked in the investor relations field for more than 15 years.  He is responsible for gathering research materials and assisting in the organization of materials for road shows and 1×1 meetings.  His focus is on researching and data analysis at the institutional level.  Prior to that, he worked with international commerce.  He holds degrees from the University of Iowa.

Brittany is a creative and resourceful marketing professional with 10 years of design, social media management and special event experience. She specializes in creating processes for heightened customer journeys through strategic and imaginative print and digital campaigns as well as creating and maintaining strong brands within the organizations she works for. Brittany has worked in a variety of industries in both the public and private sectors including Hospitality & Tourism, Education and Renewable Energy.

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 collateral materials, annual report concepts and design, website design and development, social media and email marketing campaigns, digital and traditional print 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.

Robert Breza’s background includes 30 years of finance and technology experience including 19 years on Wall Street with Tier 1 firms such as the Royal Bank of Canada (RBC) for 10 years and technology focused firms such as Thomas Weisel Partners during the Internet boom and bust in San Francisco and Stern Agee. Rob has worked with large companies such as Microsoft and Oracle and many smaller companies taking 16 companies public (IPO’s). Rob has an MBA from the University of Minnesota – Carlson School of Management and a B.S. in Accounting from St. Cloud State University – Herberger School of Business. Rob resides in Scottsdale, AZ.

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 has a strong track record for the management, design and implementation of strategic plans to enhance shareholder value for leading-edge companies. In a career that spans more than 25 years, he has successfully delivered strategic investor relations services to clients and provides unique insight on quarterly earnings materials, investor conferences, non-deal roadshows, IPOs, and analyst-investor days. Leveraging his extensive knowledge of industry fundamentals and his direct experience with investor decision-making, he has been responsible for overseeing significant capital appreciation for client companies under his direct management. He was previously affiliated with a leading regional investment banking and securities firm and was responsible for initiating and operating the first United Mexican States Federal Treasury Certificate (CETES) desk in Arizona. Joe holds a B.A. degree from Arizona State University.

Robert is a 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 1×1’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.

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