# Joseph Caruso

> Joseph Caruso is the co-founder and chief executive officer of Alliance Advisors, a shareholder communications and corporate advisory firm. He entered proxy work in 1995 during a planned break before law school, then built a career around the increasingly complex relationship between public companies and their owners. Today he oversees Alliance Advisors' operations and service expansion while advocating for changes to shareholder-identity rules and broader, year-round investor engagement.

- **Role:** Co-Founder and Chief Executive Officer at Alliance Advisors
- **Organizations:** Alliance Advisors, The Altman Group, Georgeson, Corporate Investor Communications, Shareholder Ownership Transparency Alliance
- **Nationality:** American
- **Education:** Bachelor's degree, St. John's University, Bachelor's studies, The American University of Rome
- **Known for:** Co-founded Alliance Advisors and advanced from chief operating officer to chief executive officer., Helped expand Alliance Advisors from proxy solicitation into governance, compensation, ownership intelligence, retail outreach and investor relations., Oversaw a firm reporting more than 1,200 corporate clients and 727-plus shareholder-meeting advisory assignments in its 2025 capabilities materials.

## Career timeline

- **1995-1999** — Worked in operations at Corporate Investor Communications, beginning a career in shareholder communications.
- **1999-2002** — Served as Director of Operations at Georgeson.
- **2002-2010** — Co-founded The Altman Group and served as its Chief Operating Officer.
- **2010** — Joined Alliance Advisors as Chief Operating Officer.
- **2020** — Served on the steering committee of the Multi-Stakeholder Working Group on Practices for Virtual Shareholder Meetings.
- **2021** — Became Chief Executive Officer of Alliance Advisors.
- **2023** — Led Alliance Advisors' expansion into investor relations through the acquisition of LHA Advisors.
- **2024** — Alliance Advisors acquired Canadian investor-relations agency irlabs and expanded its global IR practice.
- **2024-2025** — Publicly advocated eliminating the OBO shareholder classification through the Shareholder Ownership Transparency Alliance.
- **2026** — Appeared on The Big Biz Show as Alliance Advisors' CEO and co-founder.

## Achievements

- Co-founded Alliance Advisors and advanced from chief operating officer to chief executive officer.
- Helped expand Alliance Advisors from proxy solicitation into governance, compensation, ownership intelligence, retail outreach and investor relations.
- Oversaw a firm reporting more than 1,200 corporate clients and 727-plus shareholder-meeting advisory assignments in its 2025 capabilities materials.
- Led expansion of the investor-relations practice through the acquisitions of LHA Advisors and irlabs.
- Served on the steering committee of the 2020 Multi-Stakeholder Working Group on virtual shareholder meetings.
- Earned National Association of Corporate Directors certifications in cyber-risk, financial and ESG oversight.

## Latest updates

- **2026-09** — Appeared on The Big Biz Show in a segment published by Alliance Advisors.
- **2025-02** — Published an interview calling for the elimination of the OBO classification and greater two-way shareholder transparency.
- **2024-11** — Alliance Advisors launched the Shareholder Ownership Transparency Alliance campaign to seek changes to U.S. shareholder-identity rules.
- **2024-07** — Announced Alliance Advisors' acquisition of irlabs and expansion of its global investor-relations practice.

## Links

- Website: https://allianceadvisors.com
- LinkedIn: https://www.linkedin.com/in/joseph-c-investorcomms
- Twitter/X: https://twitter.com/allianceproxy
- YouTube: https://www.youtube.com/watch?v=Z2ZKFT16KkA
- Facebook: https://facebook.com/people/Alliance-Advisors/100070742533149/

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Profile page: https://yespress.io/joseph-caruso
Published by YesPress — https://yespress.io
Last updated: 2026-09-22