THE CPG TEAM


Matthew J. Dennis, CFA

Mr. Dennis has created and implemented highly successful investor relations programs for public companies in all major industries from consumer products to electronics, energy to finance, healthcare to manufacturing, and textiles to transportation. He began his financial career in New York City at the global investment bank of Kidder Peabody and subsequently was employed by McDonald & Company Securities in Cleveland, Ohio, both currently UBS companies.

He is past president and member of the board of NIRI’s Northern Ohio Chapter and past president and treasurer and current special advisor to the board of directors of the CFA Society of Cleveland. A CFA Charterholder, he is an active member of the CFA Institute (CFAI) and formerly sat on its President’s Council. In addition, Dennis is a member the Round Table Group and is available to serve as an expert witness for investor relations and corporate transparency litigation.

Dennis earned his MBA in Banking and Finance from the Weatherhead School of Management at Case Western Reserve University in Cleveland and his bachelor's degree from the University of Southern California in Los Angeles. In addition, he holds a degree in Agronomy from Ohio State University, and acts as a mentor to graduate business students at Case Western Reserve University.

His background and familiarity with both the regional and global investment communities, as well as his extensive hands-on IR experience, have resulted in valuable relationships in the key financial centers and beyond. CPG’s clients directly benefit from these relationships, his practical experience and his ability to generate tangible results.


Carol D. Moran

Ms. Moran is a seasoned business writer with an extensive record of creating innovative, effective corporate communications. Her broad-based experience in the clear, concise articulation of key messages to internal and external audiences—employees, shareholders, the news media and the general public—helps clients build credibility and a reputation for transparency that is essential in today’s sensitive business environment.

Prior to joining Clear Perspective Group as managing director and lead writer, Moran was an investor relations consultant and senior financial writer at SM Berger & Company in Beachwood, Ohio, where she wrote and produced a wide variety of projects, including annual and quarterly reports, news releases, research reports, executive scripts and investor fact sheets.

Previously, she served, in turn, as senior editor/writer, Graphic Services; senior writer, Investor Relations; and communications specialist, Corporate Public Relations, at the headquarters location of Hercules Incorporated (now Ashland, Inc.), a global chemical specialties company. Before that, she was an information searcher and technical writer in the IT department of the Hercules Research Center. Well-versed in the creation of all manner of public relations and marketing materials, and with a strong background in research, production and design, she directly contributed to such diverse projects as the development of web content, conceptual advertisements and brochures, newsletters, presentations, exhibits, and corporate identity and branding initiatives, to name a few.

Additionally, as former president of Hercules Women’s Club, Moran personally contributed her skills, as well as elbow-grease, to community service initiatives for such organizations as Child, Inc., Girls, Inc., and the United Way. A graduate of the University of Delaware, she has been active in the International Association of Business Communicators and is a recipient of numerous awards in the areas of leadership, service and communications.

CPG’s clients benefit from her unique ability to convey their unique investment merits in a concise fashion that can be easily understood by a broad audience. She can take complex situations and articulate them in such a way that the reader fully comprehends the issues without needing to be a technical expert in the client’s business or industry.


Timothy E. Cox

Mr. Cox joined the CPG team in 2011, after several years as creative consultant. He brings more than 20 years of experience in graphic design, art direction and corporate communications. Proficiencies include marketing and investor-oriented collateral, creating and producing engaging print and electronic media—acknowledged by clients for enhancing brand awareness—and maximizing corporate messaging.

Cox has managed and directed diverse creative agencies, developing integrated marketing campaigns from concept through final success metrics and distribution of creative assets worldwide. Previously, he served as creative director for Aironet Wireless Communications. He retained his position when Aironet was acquired by Cisco Systems, rising to the position of brand champion, with responsibilities for managing brands, industrial design and user-interface designs. Prior to that, he worked at Watt, Roop & Company, where he designed annual reports and other publications. His branding and marketing experience span a host of industries, including IT, financial and retail, for such well-recognized corporations as Cisco, Progressive Insurance and OfficeMax, among others.

Cox earned his Master of Arts and Bachelor of Fine Arts in Graphic Design from Ohio University and has studied under Milton Glaser at the School of Visual Arts in New York City.


Katherine M. Khoury

Ms. Khoury is Clear Perspective Group’s shareholder services specialist. Her strong interpersonal skills and background in journalism lend themselves uniquely to the needs of CPG’s clients, making her an integral part of the CPG team.

Khoury attended Kent State University, where she served as proofreader/copy editor of the campus Daily Kent Stater, graduating with a Bachelor of Science in Journalism, cum laude, from the School of Journalism and Mass Communication.

Prior to joining CPG, Khoury was employed as a business reporter/copy editor for The Gazette—a daily newspaper serving Medina County, Ohio. While at The Gazette, in addition to her other responsibilities, she wrote a weekly Business Beat and numerous front-page features.

Focusing on critical client and investor services, she manages logistics for company road shows, executive travel and institutional investor meetings. By professionally arranging investor itineraries and coordinating venue-related services, she makes certain that management’s time is optimally allocated when meeting with investors. In addition, she is charged with expediting delivery of investor materials, maintaining IR pages and distribution lists on client websites, as well as producing compelling investor presentations that effectively articulate the investment merits of CPG clients.

CPG’s clients benefit from having someone on hand at all times to assist shareholders with their needs and inquiries. Her substantial communications acumen also helps to ensure the clear, concise articulation of key corporate messages.

INVESTOR RELATIONS CONSULTANTS