About Us

Cross-Functional Team

Investor Relations + Investment Banking + Digital Marketing

Our team brings together decades of experience from the disparate worlds of investor relations, investment banking and digital marketing. In the rapidly evolving capital markets landscape, CEOs can no longer rely on the typical siloed mentality and try to manage multiple vendors. They need an integrated team that takes a wholistic approach to their company's capital raising and investor awareness goals. Investors want accurate, factual, relevant, and timely information provided by the companies where they invest. No hype. Just facts. Plus, direct access to senior management. Our cross-functional team bridges the communication gap between CEOs and investors to meet the needs of both sides for a more transparent dialogue

Areas of Expertise

Leverage cross-functional expertise to service the needs of companies and investors

about-communications

Investor Communications

Extensive experience bringing investors and management together, facilitating communication and encouraging a fact-based dialogue

about-marketing

Digital Marketing

Top tier digital marketing talent has managed millions of dollars in investor-targeted ad spend on Google, Facebook, LinkedIn, Instagram, YouTube and Twitter

about-banks

Investment Banking

Management has worked at investment banks and helped CEOs raise capital and raise awareness on one of the most innovative investor platforms

about-tech-savvy

Tech Savvy

A tech savvy team manage the leading platform for intelligent investor dialogue

about-knowledge

Industry Knowledge

Our CEO, David Shapiro, has worked at 5 banks and 3 ad agencies in his 30-year career servicing clients in all sectors. Most recently he served as the Chief Marketing Officer for Maxim Group and their investor awareness division, M-Vest.

about-partnerships

Strong Partnerships

We partner with leading firms in the financial services world and leverage those relationship for the benefit of our clients

vision

Our Vision

Transparent and Trustworthy Communication Between Companies & Investors

Companies and their management want to speak to investors who support their growth. Investors want the facts and access to management. Our vision is to leverage our industry experience and the latest technology to bring both sides together.

Our Team

professional profile photo - David Shapiro

David Shapiro

Chief Executive Officer

David has worked in finance, technology, and marketing for 30 years, including 5 global banks and 3 advertising age... More

professional profile photo - David Shapiro

David Shapiro

Chief Executive Officer

David has worked in finance, technology, and marketing for 30 years, including 5 global banks and 3 advertising agencies. He currently supports the National Investment Banking Association as their Chief Marketing Officer. Prior to B2i Digital, he was the Chief Marketing Officer for Maxim Group and one of the founders of their investor awareness platform, M-Vest.com.  He has previously worked as head of marketing for micro-cap companies in the transportation and healthcare industries. David maintains his status as a Google Partner and Facebook Marketing Partner. He has spent the last 15+ years managing digital ad accounts that delivered billions of ad impressions across all prominent platforms. He has provided digital marketing consulting to B2C and B2B companies in a wide variety of industries including healthcare, financial services, technology, real estate, hospitality, beverage, automotive & pharmaceutical. He received a BS in Applied Economics and Business Management from Cornell University.

Susan Azizo - Chief Creative Officer

Susan Azizo

Chief Creative Officer

Susan has over 15 years’ experience in design. She started her career as an accessories and home furnishings design... More

Susan Azizo - Chief Creative Officer

Susan Azizo

Chief Creative Officer

Susan has over 15 years’ experience in design. She started her career as an accessories and home furnishings designer. As the world went digital, she applied her artistic perspective to graphic design for websites, email marketing, and social media content. Susan lives in NYC with her husband and two children.

Joe Downs v1

Joe Downs

Director of Marketing

With degrees and jobs in both biochemistry and finance, Joe took a very unusual route to b2i digital.  His pas... More

Joe Downs v1

Joe Downs

Director of Marketing

With degrees and jobs in both biochemistry and finance, Joe took a very unusual route to b2i digital.  His passion for digital advertising began in 2016 as a candidate for Maricopa County Treasurer and learned how to use list-based targeting to segment and reach voters with more customized messaging, netting himself 616K votes in the process. That led to him refining his skills with work on about 20
political campaigns before segueing into digital advertising work in industries as varied as consumer goods, recreational events, and of course, investments. Joe specializes in merging the quantitative with the qualitative, the analytical with the creative. He uses his technical backgrounds to utilize data in order to test and refine messaging and visual creative, to analyze results for refinement and optimization, and to ultimately deliver better results. Along with his expired Certified Financial Planner designation and financial licenses, he holds a host of current Google, Facebook, and HubSpot certifications.

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Danielle Kreger

Director of Brand Strategy

Danielle has been designing for over 10 years with a heavy focus on branding. Her expansive skill-set covers new br... More

Danielle-3-LN

Danielle Kreger

Director of Brand Strategy

Danielle has been designing for over 10 years with a heavy focus on branding. Her expansive skill-set covers new brand identity, digital asset creation, website design, images & videos for paid ads, social media content and digital presentations. Additionally, she has over seven years of experience managing marketing teams and campaigns. Her dynamic personality makes her a natural leader, team collaborator and project manager. Danielle has extensive experience working on b2b lead generation initiatives across multiple industries. Her experience allows her to dive into client branding, develop strategies quickly and execute the tactics necessary for impactful results. When she’s not working she enjoys cooking, yoga, and spending time outside with her pup.

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Pablo Rodriguez

Director of Creative Services

Pablo comes to b2i digital with over a decade of full-service advertising agency experience. He has worked with a d... More

pablo-rodriguez-headshot

Pablo Rodriguez

Director of Creative Services

Pablo comes to b2i digital with over a decade of full-service advertising agency experience. He has worked with a diverse clientele in the financial, commercial real estate, healthcare, trade, corporate, legal, private/charter education, higher education and entertainment industries. Pablo is an award-winning designer with a proven track record of finding creative solutions to an ever-changing digital landscape. He is an expert in designing content for all digital channels with a focus on websites, paid ads and social media.

Joan Tong - Director of Research and Market Intelligence

Joan Tong

Director of Research and Market Intelligence

Joan has brought to B2i Digital over two decades of experience in equity research (buyside and sellside), portfolio management and investor relat... More

Joan Tong - Director of Research and Market Intelligence

Joan Tong

Director of Research and Market Intelligence

Joan has brought to B2i Digital over two decades of experience in equity research (buyside and sellside), portfolio management and investor relations.  She spent almost 7 years at Olstein Capital management as a VP, Research Analyst, team-managed a $700 million all-cap equity fund. During her stint at Sidoti LLC and Stephens Inc., she covered various sectors including industrial technology, business services, and global agriculture.  Joan also held several operational, corporate development, and investor relations roles at Indeed Inc., and most recently at Farmers Business Network, a late stage start-up and unicorn in the AgTech space.   Her expertise in fundamental research and knowledge of the equity market guide our Featured Companies in telling their story effectively to the investment community.   Joan currently holds a CFA charter and has been a member of the New York Society of Security Analysts for over twenty years.   She previously held FINRA Series 7, 63, 86 and 87 licenses.   

Heath Greene - Executive Vice Present of Operations

Heath Greene

Executive Vice President of Operations

Heath founded his own successful consulting firm and brings to B2i Digital a lifetime of technology and marketing experience across an array of i... More

Heath Greene - Executive Vice Present of Operations

Heath Greene

Executive Vice President of Operations

Heath founded his own successful consulting firm and brings to B2i Digital a lifetime of technology and marketing experience across an array of industries. With hands-on expertise in data optimization, SEO, and digital marketing, he oversees all MarTech operations to support investor-focused digital marketing campaigns for both clients and B2i Digital. Heath maintains a heavy focus on data quality, data integration, and data analysis to provide insightful reports to clients, optimize digital ad campaigns and build data-driven Featured Company profiles. He develops targeted digital marketing strategies to increase relevant investor engagement with paid ads and organic posts across Facebook, LinkedIn, Instagram and Twitter.