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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

뉴욕 • 워싱턴 D.C. • 토론토 • 밴쿠버
런던 • 더반 • 타이베이 • 홍콩 • 서울

뉴욕

800 3rd Ave 17층
뉴욕
뉴욕 10022

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글로벌 본사

오버룩 코퍼레이트 센터
클로브 로드 150번지, 스위트 400
리틀 폴스, 뉴저지 07424

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유럽 본부

타워 42
올드 브로드 스트리트 25번지
런던, EC2N 1HN

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아시아 태평양 본부

23/F One Chinachem Central,
22 Des Voeux Road Central,
홍콩 센트럴

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캐나다

400 – 22 E 5번가
밴쿠버, BC V5T 1G8

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얼라이언스 어드바이저스(Alliance Advisors)는 글로벌 네트워크를 통해 주주총회 자문, 주주 참여, 보상, 지배구조 및 지속가능성 서비스를 전문으로 하는 독립 자문 회사입니다.

당사는 대담하고 고객 중심의 전략을 수립부터 실행에 이르기까지 한 차원 더 높은 수준으로 추진하여 성공적인 결과를 이끌어냅니다.

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