Lisa Somlo

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Finance

Consumer Services

Profile

Ms. Lisa Somlo is Business Development Officer at Coe Capital Management LLC.
She joined Coe Capital Management in June 2009.
Ms. Somlo was previously employed as an Account Executive by Discount Corp.
of NY and a Principal by JPMorgan & Co., Inc. Ms. Somlo received her undergraduate degree from Indiana University and a graduate degree from DePaul University.

Former positions of Lisa Somlo

Companies	Position	End
Discount Corp. of NY Discount Corp. of NY Investment Banks/BrokersFinance US government securities dealer	Corporate Officer/Principal	-
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	-
Coe Capital Management LLC Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits.	Sales & Marketing	-

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Linked companies

Private companies	5
Discount Corp. of NY Discount Corp. of NY Investment Banks/BrokersFinance US government securities dealer	Finance
Coe Capital Management LLC Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits.	Finance
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
DePaul University DePaul University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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