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Carolyn Capaccio, CFA

Senior Vice President

Carolyn joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined in 2004. 

Carolyn brings over two decades of experience, leveraging her background as a sell-side analyst and an investor relations advisor. She possesses deep expertise in counseling public companies on their IR program strategy, formation, implementation, and communication of major corporate events, including significant management changes, emergence from bankruptcy, rebuilding/relaunching corporate identity, facilities closures, transformational M&A, and capital markets transactions. She has worked with clients in the industrial/manufacturing, cleantech, building products, exchange, telecommunications/media/technology, AdTech and fintech sectors. She led a comprehensive perception study and repositioning exercise for NASDAQ and was a co-author of the NASDAQ OMX Going Public Guide for North American Companies.

Prior to joining LHA, Carolyn was an equity research analyst at Robertson Stephens, a boutique investment bank, where she applied a return on invested capital (ROIC) and discounted cash flow (DCF) focus to analyze catalog, retail, and e-commerce channels in the hard and soft-goods retail sectors. She began her career at Prudential-Bache Securities as an equity coordinator on the firm’s equity research desk.

Carolyn earned a BA from Rutgers University where she participated in the Henry Rutgers General Honors Program and is a CFA® charterholder.

Head shot of Carolyn Capaccio, CFA Senior Vice President

Carolyn Capaccio, CFA

Senior Vice President

Carolyn joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which she joined in 2004. 

Carolyn brings over two decades of experience, leveraging her background as a sell-side analyst and an investor relations advisor. She possesses deep expertise in counseling public companies on their IR program strategy, formation, implementation, and communication of major corporate events, including significant management changes, emergence from bankruptcy, rebuilding/relaunching corporate identity, facilities closures, transformational M&A, and capital markets transactions. She has worked with clients in the industrial/manufacturing, cleantech, building products, exchange, telecommunications/media/technology, AdTech and fintech sectors. She led a comprehensive perception study and repositioning exercise for NASDAQ and was a co-author of the NASDAQ OMX Going Public Guide for North American Companies.

Prior to joining LHA, Carolyn was an equity research analyst at Robertson Stephens, a boutique investment bank, where she applied a return on invested capital (ROIC) and discounted cash flow (DCF) focus to analyze catalog, retail, and e-commerce channels in the hard and soft-goods retail sectors. She began her career at Prudential-Bache Securities as an equity coordinator on the firm’s equity research desk.

Carolyn earned a BA from Rutgers University where she participated in the Henry Rutgers General Honors Program and is a CFA® charterholder.

Expertise

Alliance Advisors Investor Relations

Region

New York Washington DC • Toronto Vancouver
London  Durban  Taipei Hong Kong Seoul

Global Headquarters

The Overlook Corporate Center
150 Clove Road, Suite 400
Little Falls. NJ 07424

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Europe Headquarters

Tower 42
25 Old Broad Street
London, EC2N 1HN

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APAC Headquarters

23/F One Chinachem Central,
22 Des Voeux Road Central,
Central, Hong Kong

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Canada

400 – 22 E 5th Avenue
Vancouver, BC V5T 1G8

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Alliance Advisorsは、グローバルネットワークを通じて、株主総会アドバイザリー、株主エンゲージメント、報酬、ガバナンス、サステナビリティサービスに焦点を当てた独立系アドバイザリー会社です。

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