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James Lisy Cfa

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James Lisy Cfa

Managing Director | Cohen & Company

Cleveland, Ohio, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Consulting Experience

James Lisy Cfa

Work Experience

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Managing Director at

Cohen & Company

July 2005 - Present

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Senior Vice President at

National City Bank

April 1997 - June 2002

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Senior Vice President at

Brown Gibbons Lang & Company

September 1993 - April 1997

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Director, IR; Mgr, International Finance at

Reliance Electric

April 1978 - May 1992

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James Lisy Cfa

Education

Case Western Reserve University - Weatherhead School of Management, Mba

January 1980 - January 1984

Kent State University, Ba

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

mail

*****@cohencpa.com

*****@cohenca.com

*****@cohenconsulting.com

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