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Managing Member
Stephen D. Axelrod has been in investment research, portfolio management, and financial communications for more than 30 years.
Educated as an engineer and physicist at Rensselaer Polytechnic Institute, MIT, and Northeastern University, Mr. Axelrod worked in industry as a research scientist before beginning a career on Wall Street with a succession of major financial firms, including Bear Stearns and PaineWebber. A Chartered Financial Analyst (CFA), he was a founder and first president of the Computer Industry Analysts Association.
In 1991, Mr. Axelrod founded Axelrod Corporate Services, Inc., a financial communications and investor relations organization specializing in services for small, emerging growth companies. He merged his firm with Wolfe Lombard Associates in late 1992 to establish Wolfe Axelrod Associates and formed Wolfe Axelrod Weinberger Associates LLC in 1999.
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Managing Member
Donald C. Weinberger has been actively engaged in the field of investor relations and financial communications for over 25 years, using his numerous contacts and vast experience to develop new investors and closer street contacts for his clients.
Mr. Weinberger specializes in developing strong, long-term relationships between the client and the investor; he adopts a hands-on, advisory role in his dealings with all parties. Over the years his clients have spanned a broad spectrum of industries, including entertainment, finance, and bio-technology.
He attended Boston University and Fairleigh Dickinson University and was the recipient of both B.S. and M.B.A. degrees. He is listed in Who’s Who in Finance & Industry and is an associate member of the New York Society of Security Analysts.
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Managing Director
Robert Schatz has been in investment sales and financial communications for more than 19 years. Previous to his appointment with Wolfe Axelrod Weinberger Associates, he held the position of Managing Director for Strategic Growth International, Inc. where he was instrumental in garnering attention and creating buying interests in stocks for a wide range of companies.
Schatz has worked with numerous companies around the world whose locations include Ireland, Hong Kong, Mexico, South America, Dominican Republic, Spain, United Kingdom, Pakistan and Germany, thus giving him a global perspective. Additionally, his forte in financial relations and sales has resulted in Schatz’s successes with many US based technology, oil services and special situation companies.
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Director, Business Development
Lawrence Kobren has been in the securities industry for over fifteen years as a retail and institutional salesman.
During his career Mr. Kobren has had extensive experience with individual and institutional investors in “showcasing” micro and small cap companies. He has worked closely with analysts who have covered a variety of industries including, but not limited to, healthcare and technology.
He is a graduate of Brooklyn College with a B.A. in Economics.
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Director, Public Relations
Alisa D. Steinberg joins Wolfe Axelrod Weinberger Associates with nine years of experience in public relations with specialties in media and crisis communications. Steinberg has created media strategy and directed public relations initiatives in the financial, hospitality, food and beverage, health, and arts and entertainment industries. Companies and organizations that she has worked with include the Cystic Fibrosis Foundation, Interstate Hotels and Resorts, Reformed Spirits Company, and Florida Philharmonic. Steinberg has garnered press coverage in national media outlets such as The Wall Street Journal, Investor's Business Daily, U.S. News & World Report, TheStreet.com, and CNBC’s Squawk Box and has had extensive press placement in trade journals and online publications.
Additionally, having a rich background in marketing and advertising, she has organized promotional activities, events and direct mail campaigns.
Steinberg has a Bachelor of Arts degree in Sociology from the State University of New York at Buffalo and a Master of Science degree in Psychology from Nova Southeastern University, Fort Lauderdale. She utilizes her education in psychology by applying psychological practice and theory to media counseling, communications, and research.
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Senior Account Executive
Adam Lowensteiner has built a specialty in micro and smallcap securities given his past experience. Prior to joining WAW, Mr. Lowensteiner 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, Mr. Lowensteiner worked several years with Individual Investor Group in New York City as a Senior Research Analyst, mostly researching fresh and new micro and small cap ideas for the company’s various publications and investment vehicles.
Mr. Lowensteiner graduated from the Sy Syms School of Business at Yeshiva University with a Bachelors of Science in Finance.
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