Partners
Lytham Partners, LLC Principals
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.
Robert A. Blum, Managing Partner
Robert has worked in the investor relations field for more than
ten years, developing strategies and relationships that have
garnered his clients national media attention and significant
increases in shareholder value. With a background in finance and
strong relationships with money managers and analysts, his
expertise lies in the ability to articulate a company's value
proposition through benchmarks and metrics that easily resonate
with the national investment community. Robert recently 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.
Lytham Partners, LLC Chicago
Kristen M. Klein
Kristen manages our Chicago office. She has worked in the field
of graphic design and layout for more than 10 years. For the past 8
years she has been applying her creative talents to developing
corporate marketing materials for publicly held companies including
annual reports and concepts, corporate fact sheets, corporate
presentations, media kits and more. Kristen manages all
aspects of client press release distribution and conference call
event set-up and assists in press release writing and road show
logistics. She has a B.A. degree in English from Marist College and
studied Computer Graphic Design at Phoenix College. Kristen is also
on the Board of Directors of Kids Need to Read, a national
nonprofit foundation promoting childhood literacy.
PGS Partners, LLC Personnel
Peter G. Spanberger, Ph.D.
Peter G. Spanberger founded PGS Partners in 2006. He received
his Ph.D. from the Psychology Department at Colorado State
University. He then managed the Psychology Department at the Dow
Chemical Company for 10 years. For the past 25 years he managed the
Denver Office of RHR International, a firm of organizational
psychologists. He has extensive experience with a wide variety of
industries, types of companies, and business issues.