Philadelphia Stock Transfer
PST brings over 20 years transfer agent industry experience to the table. Prior to establishing PST in 2011, our President, Bob Winterle, served as Vice President of StockTrans, Inc., one of the largest independent transfer agents in the country. Bob and his staff provided superior customer service and ensured client satisfaction to over 140 issuers in all facets of stock transfer, proxy services and corporate action processing-from $100MM IPO’s to $2B paying agencies.
Bob holds a B.S. in Economics from Villanova University and lives in suburban Philadelphia with his wife and two children.
Angela Lamb is our Vice President of Operations and Annual Meeting services, a role she filled both with StockTrans and Broadridge. No stranger to the ever changing world of proxy, Angela has guided dozens of issuers simultaneously through their annual meeting seasons for years.
Angela is a graduate of Ursinus College and lives in the suburban Philadelphia area.
After StockTrans was acquired by Broadridge Corporate Issuer Solutions in 2010, both Angela and Bob played integral roles in their assimilation into the transfer agent arena. Realizing there was a need for superior, customer based, boutique level transfer agent services for small and mid-sized issuers, PST was born.