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 | Corporate Officer/Principal | - |
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Sales & Marketing | - |
Training of Lisa Somlo
| Indiana University | Undergraduate Degree |
| DePaul University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Finance |
| Discount Corp. of NY | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
- Stock Market
- Insiders
- Lisa Somlo