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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 London
Durban  Taipei Hong Kong Seoul

Alliance Advisors는 글로벌 네트워크를 통해 주주 회의 자문, 주주 참여, 보상, 거버넌스 및 지속 가능성 서비스에 중점을 둔 독립 자문 회사입니다.

우리는 개발에서 대담한 고객 우선 전략의 실행에 이르기까지 그 이상을 추구하여 성공적인 결과를 가져옵니다.

우리의 서비스

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