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Lisa Puleo

Vice President
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Lisa Puleo leads Capital Advisors Group’s Mid-Atlantic business development efforts with a focus on early- and late-stage companies, hedge funds and institutions of higher education. Lisa joined Capital Advisors Group in 2016 as Vice President and has over 18 years of experience in the financial services industry.

Previously, Lisa held Institutional Equity Sales positions at Wells Fargo Securities and Bank of America Securities where she interacted with finance executives and public and private company executives in an effort to serve institutional portfolio managers and research analysts across all industries and market capitalizations. Additionally, Lisa spent part of her career in Corporate Finance where she concentrated on Initial Public Offerings and Mergers and Acquisitions in the technology vertical.

Lisa has her Bachelor’s Degree from Plymouth State University and holds her Series 7 and Series 63.

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Solebury Trout Annual 1×1 Management Access Event

AGC Partners’ 2019 Boston Technology Growth Conference

Venture Atlanta Conference 2019

2019 PACT Capital Conference

The Trout Group 9th Annual Hamptons CEO Roundtable

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  • Company
  • Meet the Team
  • Careers
  • Solutions
  • Investment Management
    • Liquidity Accounts
    • Buy-and-Hold Accounts
    • Total Return Accounts
  • Debt Finance Consulting
  • Credit & Risk Management
    • CounterpartyIQ® Risk Management
    • FundIQ® Money Market Fund Research
    • Credit & Risk Management Oversight
  • Research
  • Credit & Risk Management Research
  • Investment Management Research
  • Debt Finance Consulting Research
  • News
  • The Capital Advisor Newsletter
  • In the News
  • Monthly Economic Recap
  • Press Releases
  • Events
  • Blog

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info@capitaladvisors.com

Capital Advisors Group, Inc.
29 Crafts Street
Suite 270
Newton, MA 02458

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