About Us

Guiding Global Companies Through Shareholder and Governance Challenges

Alpha Advisory Associates is a premier advisory firm providing shareholder identification, proxy solicitation, and investor relations support to companies around the world. With over 25 years of experience and more than 1,500 successful projects across 12 countries, we deliver insight-driven strategies to help clients navigate today’s evolving corporate landscape.

Led by senior professionals and trusted by over 200 companies, we are known for our accuracy, responsiveness, and global reach. From perception studies and roadshow planning to vote projections and shareholder analysis, we tailor every solution to meet your unique needs.

Unmatched Accuracy

“The information we provide is the most accurate of any provider they have used.”

Exceptional Responsiveness

“We are the most responsive firm they have dealt with.”

Detail-Oriented Approach

“We have a focus on detail that matches their needs.”

Global Flexibility

“They are impressed by our ability to work across time zones.”

Our Executives

Experienced leadership driving strategic shareholder solutions worldwide.

Julian Cassells is an industry veteran with over 18 years of experience in global shareholder identification and investor relations. She has led hundreds of successful projects for companies worldwide, including 120 component companies of the Nikkei 225 Index.

Julian spent 9 years managing The Altman Group’s global shareholder ID and proxy solicitation operations. She oversaw client accounts and served as the main liaison between companies and the global investment community—including institutional investors, banks, and brokers. Her expertise spans companies of all sizes, particularly in Asia and Europe.

Before joining The Altman Group in 2003, Julian was a core pioneer of the Shareholder ID team at Georgeson Inc. (CIC) and co-managed the Shareholder ID team at Taylor Rafferty.

She holds a Bachelor of Arts degree from Colgate University.

Lívia is currently a Vice President of Alpha Advisory Associates, Inc. She is responsible for conducting extensive research of clients' shareholders, ranging from institutional investors down to fund research level. In addition, she leads solicitation campaigns, conduct perceptions studies, arrange roadshows, and prepare board presentations. Lívia played an integral role in pioneering Alpha Advisory Associates.

Before this, Lívia was part of the AST-Altman Group Global Share ID team and for over 5 years managed to provide top of the line research of shareholders and institutional investors in addition to liaising with the investment community on a daily basis. She also helped to improve upon AST-Altman Group's proprietary database.

Before this, Lívia served as a team leader in The Altman Group's call center after joining in 2006. She was responsible for directing call center assignments to individual investors in an effort to solicit votes on various proxy solicitation campaigns.

Prior to joining The Altman Group, Lívia was a Call Center Outbound Supervisor at Etan Industries Inc. in Dallas, TX. She speaks fluent Portuguese and conversational Spanish.