March 5, 2024, St. Petersburg, FL – Water Tower Research LLC ( is modernizing IR with a powerfully differentiated ecosystem of investor relations services, research-driven content and communications, and investor engagement.  Water Tower Research is pleased to announce the promotion of Joy Malone to President and Chief Operating Officer.

Shawn Severson, Co-CEO & Co-Founder, said, “It is impressive to see the growing recognition of Water Tower Research’s brand and the success of our investor relations ecosystem strategy.  Joy has been instrumental in executing on our strategy, both managing the day-to-day operations and resources of the firm, as well as driving collaboration across the organization and providing strategic advice.”

Also commenting on Joy Malone’s promotion, Vice Chair & Co-Founder Tim Gerdeman stated, “My colleagues and fellow Board members are excited about the continued growth of Water Tower Research and Joy Malone’s critical contributions to that ongoing success.  Joy is a proven leader and innovator with a passion for growth.  Under Joy’s successful guidance, the firm has significantly expanded its brand, its highly regarded research team, and significantly added to the breadth of its content offerings, while implementing technology to better serve our rapidly growing client base.”

 “Being a part of the growth of Water Tower Research has been an amazing experience and I’m excited to expand my executive leadership role,” stated Ms. Malone.  “We have a tremendous group of seasoned analysts, investor relations and Wall Street professionals across our firm, and we strive daily to deliver a better experience for our corporate clients as well as the institutional and retail investor base who increasingly rely on Water Tower Research’s equity research content.  While we have experienced significant progress over the last three years, as our innovative model is taking hold, we look forward to accelerating our growth and continuing to modernize investor relations and how research is used as a centerpiece for investor engagement.”

As a leader in the financial industry, Ms. Malone has more than 30 years of experience on Wall Street driving growth and innovation for developing platforms across equity sales and research.  Her prior experience included Head of Business Development, Head of Sales and Director of Research for firms including The Benchmark Company, Loop Capital Markets, Topeka Capital Markets, Soleil Securities, Blue Water Capital, Tucker Anthony Inc., Punk Ziegel & Co., and Needham & Co.  She has successfully built and run numerous businesses across Wall Street over her very successful career.

Ms. Malone joined Water Tower Research in 2022 as Head of Investor Engagement and was promoted to Chief of Operations in 2023.  She holds a BA from Hope College.

About Water Tower Research 

Water Tower Research is modernizing Investor Relations through research-driven communications and Investor Engagement. Sound investment research begins with good information. At WTR, we help companies and investors connect by creating expert information flow and strategies that are the foundation of a successful modern investor relations platform. Our analysts and capital markets professionals bring decades of unrivaled Wall Street experience and insight to a new digital world of investor communications and engagement. Our research and investor content is distributed across traditional research aggregators like Bloomberg, FactSet, etc., proprietary direct distribution lists, social media, search engines, and our website. As a result, every institutional and retail investor has equal access to our high-quality company research. Our mission is to help companies take control of their IR program and proactively reach investors while bringing investors a consistent flow of quality information to help them understand our clients’ businesses, industries, and the investment opportunities they present.

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Contact Information:

Name: Water Tower Research LLC
Email: [email protected]
Job Title: WTR Investor Engagement

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