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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

ニューヨークワシントンD.C.• トロント バンクーバー
ロンドン ダーバン 台北香港ソウル

ニューヨーク

800 3rd Ave 17階
ニューヨーク
NY 10022

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グローバル本社

オーバールック・コーポレートセンター
クローブ・ロード150番地、スイート400
ニュージャージー州リトルフォールズ 07424

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ヨーロッパ本社

タワー42
オールド・ブロード・ストリート25番地
ロンドン、EC2N 1HN

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アジア太平洋地域本社

華懋中環23階
22 デ・ヴォー・ロード・セントラル、
香港セントラル

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カナダ

400 – 22 E 5th Avenue
バンクーバー、ブリティッシュコロンビア州 V5T 1G8

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アライアンス・アドバイザーズは、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、報酬制度、ガバナンスおよびサステナビリティに関するサービスに特化した独立系アドバイザリー会社です。

私たちは、クライアントを最優先とした大胆な戦略の策定から実行に至るまで、その枠を超えて取り組み、成功へと導きます。

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