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James Lisy Cfa
James Lisy Cfa
Managing Director | Cohen & Company
Cleveland, Ohio, United States
James Lisy Cfa
Summary
James Lisy is a seasoned Managing Director specializing in M&A Advisory Services at Cohen & Company, bringing over 30 years of extensive experience in operating and capital markets. His career commenced at Reliance Electric, where he played a pivotal role in the management investor team during the company's acquisition from Exxon, focusing on post-acquisition restructuring and LBO exit strategies. Following his tenure at Reliance, James excelled as a senior M&A investment banker at National City, and later co-founded Cohen Capital, enhancing his expertise in the field. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Cleveland, showcasing his commitment to professional excellence. James holds a dual degree in Economics and Political Science from Kent State University and an MBA in Finance from Case Western Reserve University. His diverse industry experience spans electrical equipment to retail, underscoring his adaptability and depth of knowledge in various sectors. Outside of work, he is actively involved in professional organizations, reflecting his dedication to continuous learning and networking.
James Lisy Cfa
Work Experience
Managing Director at
Cohen & Company
July 2005 - Present
Senior Vice President at
National City Bank
April 1997 - June 2002
Senior Vice President at
Brown Gibbons Lang & Company
September 1993 - April 1997
Director, IR; Mgr, International Finance at
Reliance Electric
April 1978 - May 1992
James Lisy Cfa
Education
Case Western Reserve University - Weatherhead School of Management, Mba
January 1980 - January 1984
January 1975 - January 1977
Frequently Asked Questions about James Lisy Cfa
What is James Lisy Cfa email address?
James Lisy Cfa's primary email address is *****@cohencpa.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does James Lisy Cfa work for?
James Lisy Cfa is a Managing Director at Cohen & Company, a company specializing in Accounting, auditing, & bookkeeping.
Where James Lisy Cfa graduated from?
James Lisy Cfa holds a degree in Finance from Case Western Reserve University - Weatherhead School of Management.
How can I directly contact James Lisy Cfa?
To contact James Lisy Cfa directly, you can use the email address *****@cohencpa.com. Complete contact information is available upon registration with Muraena.
Who is James Lisy Cfa?
James Lisy is a seasoned Managing Director specializing in M&A Advisory Services at Cohen & Company, bringing over 30 years of extensive experience in operating and capital markets. His career commenced at Reliance Electric, where he played a pivotal role in the management investor team during the company's acquisition from Exxon, focusing on post-acquisition restructuring and LBO exit strategies. Following his tenure at Reliance, James excelled as a senior M&A investment banker at National City, and later co-founded Cohen Capital, enhancing his expertise in the field. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Cleveland, showcasing his commitment to professional excellence. James holds a dual degree in Economics and Political Science from Kent State University and an MBA in Finance from Case Western Reserve University. His diverse industry experience spans electrical equipment to retail, underscoring his adaptability and depth of knowledge in various sectors. Outside of work, he is actively involved in professional organizations, reflecting his dedication to continuous learning and networking.
James`s contact details
*****@cohencpa.com
*****@cohenca.com
*****@cohenconsulting.com
Colleagues
Vice President Tax Services Group
Chief Financial Officer
Chief Marketing Officer
Market Leader, Alternative Investments
Chief Financial Officer