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.