Investing Media Solutions is made up of leading industry veterans. Each of us loves the work we do.

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JOSH MORRIS

Co-Founder, CEO

Josh is the dynamic and interactive leader of our team. He is a sales and management professional with over 20 years of experience, expertise, and a proven track record of success within a very competitive industry.

Josh’s background includes co-founding Zacks InvestorReach and Zacks Vertical Reach Media from 1998 to 2009, followed by a key role at InvestingChannel as an equity partner and the Director of Sales, managing the Dedicated Email and Direct Mail divisions from 2009 – 2012 and growing the company from a mere three publishers to over eighty in just three years.

Josh is an exceptional communicator who thrives on a consultative advertising approach. With his unique problem-solving abilities and the ability to aggressively identify new opportunities, he is constantly challenging the status quo to focus on the client’s needs and goals.

Josh leads by example, always exceeding all revenue goals, accustomed to shattering expectations. Josh has the unique ability to manage and facilitate a high level of collaboration among colleagues and clients.

We are not certain Josh does not spend every waking hour working, but we are of sound piece of mind should he choose to do so…

 

AMEE KAUFFMAN

Co-Founder, Managing Director

Amee is based in Chicago and is our Director of Advertising Operations, with a focus on our Email and Direct Mail Marketing networks. Amee started her career working with our co-founder, Josh Morris at Zacks InvestorReach and Zacks Vertical Reach Media. She quickly became an invaluable leader in the company, tackling everything from account management to accounting, as well as developing the skills to manage all Email and Display Ad Operations. Amee went on to develop and build the Network Ad Operations team as the Campaign Director at Dean Media Group, where she managed the day to day Email and Display operations; including campaign setup and fulfillment, processes and systems, and accounting. She recently re-joined forces with Josh as a member of the IMS management team where she continues to utilize her extensive background and expertise to its fullest.

Amee’s 10 years of industry experience have helped her to develop and master the skills she uses every day to help keep the IMS ship running smoothly. Her unique blend of organization, dedication, and humor have helped her to build long-term relationships with her colleagues, clients and partners.

 

Nittin Gupta stands at the helm of our operations as the Chief Operating Officer, orchestrating the intricate balance of our business ecosystem. With a masterful grasp of relationship management, he navigates the complexities of client partnerships and cultivates avenues for new business ventures. Nittin's strategic prowess extends to optimizing cost structures and overseeing multifaceted operational endeavors, positioning our organization for sustained growth and success.

 

Chris is focused on building out the Co-Registration network, which provides advertisers with the unique opportunity to advertise on appropriate financial publishers and allows them to engage with their audience on a performance-priced model.

He has over 14 years of digital performance marketing experience. His extensive knowledge-base on how advertisers should engage with investors online helps publishers effectively monetize their newsletter sign-ups, registration modules, trial to paid subscriptions, etc.

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CHRIS OEN

Co-Founder, EVP Network Relations

 

RICHARD VITALE

VP, Advertising Sales

Richard Vitale came to Investing Media Solutions after a 9-year career at Wyatt Investment Research, where he most recently served as their VP of Advertising. Over his time there, he built an eight figure book of business selling list media, newsletter sponsorships, co registration, and creative services.

At IMS, he will be focused on sales and client services across all of IMS’ premium advertising media. Richard splits his time between South Florida and Washington DC. In his spare time, he loves to travel, run, kayak, snorkel, and ride bikes on the beach.

 

Jon is the driving force behind our technological advancements as the Director of Technology & Automation. With a keen eye for innovation, he spearheads the implementation of cutting-edge solutions, manages data warehousing, leads reporting initiatives, and oversees application development. Jon's multifaceted role encompasses API management and a myriad of other technological endeavors, ensuring our systems are at the forefront of efficiency and functionality.

Jon Sovsky JR

Director, Technology & Automation

 

Jon Sovsky SR

Software Development Manager

As the Software Development Manager, Jon Sovsky Sr plays a pivotal role in our digital infrastructure. With a focus on crafting custom internal web tools and applications, he brings a wealth of expertise to the table. Overseeing a diverse portfolio of WordPress sites, Jon Sr ensures seamless functionality and user experience. Beyond his core responsibilities, he lends his expertise wherever needed, embodying a spirit of collaboration and ingenuity.

 

Shawnee is responsible for any and all matters pertaining to Accounting/Finance. She is loved by the entire IMS team and our partners due to her diligence in providing timely and accurate information. She understands that when it comes to finance, people want someone ethical and whom they can rely on.

SHAWNEE SWAIN

Controller

 

AMANDA PIOTROWICZ

Senior Accountant

Amanda is an indispensable component of our finance team as Senior Accountant. With a strong background in Accounting, she joined our team in December 2016. Amanda manages our HR/payroll needs for the company with a true passion for the subjects of accounting and taxation.

 

Rhianna joined the Investing Media Solutions team in 2017 as the Advertising Operations Manager, where she helps ensure the fulfillment and success of our Email, Newsletter and Web Push campaigns. She has over 10 years of experience in the financial services industry, having handled everything from Account Management, Accounting, Customer Service, Marketing, and Sales throughout the course of her career.

Rhianna’s excellent customer service skills and humor help her tackle any new hurdle the days may throw at her. She loves learning new things and is always willing to take on any new role or project that’s asked of her.

Rhianna lives in the Chicagoland area, and when she is not working, you can find her at the baseball diamond cheering for her son.

RHIANNA KALSTROM

Ad Operations Manager

 

JODI HARTMAN

Ad Operations Director

Jodi joined IMS in February 2014 and currently serves as Advertising Operations Director, with a focus on managing our ever-growing publisher newsletter program.

Jodi started her career in the financial marketing industry at Zacks Vertical Reach Media, where she managed the day-to-day Email and Display operations and worked closely with the sales team to provide support and guidance throughout their campaigns. After leaving Zacks, Jodi worked at Q Interactive as an Account Executive with a concentration on new Publisher onboarding and ongoing relationship management. 

She strives for customer service perfection and prides herself on the relationships she maintains with both our Advertisers and Publisher partners.

Jodi is a graduate of University of Kansas and currently resides in Chicago.

 

Katie joined the Investing Media Solutions team in 2021 as an Email Operations Manager. She is responsible for maintaining established relationships with clients, ensuring that processes are as smooth and efficient as possible for creative set up, testing, approval, and scheduling campaigns for deployment.

With over six years of experience in the industry, she is constantly striving to help the team grow and become the most successful that they can be.

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Katie Powers

Email Operations Manager

 

Team Mascots


 
 
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Carmen the Cat, Team Mascot

Talkative 12 yr old wonder, you may know her best for her meows in the background of phone calls, keeping our accountant on her toes, smacking around her pens and laying on her notebook. You could even say she’s the brains behind the accounting operations.

 

Bert Morris, Team Mascot

Bert is an English Red Lab, a gentle giant who loves his family. His strengths include his good looks and high tolerance for kids jumping all over him. His hobbies include stealing plates out of the dishwasher, trips to the dog park, swimming in the pool, barking at strangers at the door, and sleeping under Josh’s desk.