Where did Cody Isdaner go to school?

Cody Isdaner studied at Temple University - James E. Beasley School of Law (Doctor of Law (JD), Law); Bryant University (Bachelor of Science, Business Administration; Finance); Wagner College (Business Administration; Finance).

Cody Isdaner

Investor

Chief Compliance Officer & Counsel at Lovell Minnick

Philadelphia

Find your path to Cody

323 people in our graph share verified history with Cody — schools, employers, funds. One of them is your warm intro.

Peter SaperstoneunlockedCody: together at Fidelity Investments (2012)

×8Cody: together at Fidelity Investments

Cody: together at Bryant University

Cody: together at Temple University - James E. Beasley School of Law

About

Cody Isdaner is Chief Compliance Officer & Counsel at Lovell Minnick, having joined the firm's Philadelphia office in 2019 as a Legal and Compliance Associate before his 2023 promotion. He previously spent six years at Concierge Compliance (formerly Swayze LLC), where he served as Senior Compliance Consultant, building compliance programs and supporting legal matters for investment advisor clients. He holds a Bachelor of Science in Business Administration from Bryant University and a JD, Cum Laude, from Temple University's Beasley School of Law.

Experience

Lovell Minnick Partners LLCChief Compliance Officer & Counselcurrent2023 — presentRadnor, PA
Lovell Minnick Partners LLCLegal & Compliance Associate2019 — 2023Radnor, PA
Concierge ComplianceSenior Compliance Consultant2013 — 2019
Fidelity InvestmentsFinancial Advisor Solutions Intern2012
Ardmore Banking AdvisorsLoan Review Intern2009

Skills & more

AccessPowerPointMicrosoft ExcelMicrosoft WordDatabasesMicrosoft OfficeInvestmentsRegulatory ComplianceSEC RegulationsFinanceMarketing StrategyFinancial Analysis

+12 more

Sales OperationsResearchLegal ComplianceFinancial ServicesLegal WritingLegal ResearchTime ManagementComplianceInvestment Advisers ActInvestment Advisor ComplianceInvestment Advisory ServicesEDGAR filings

From Cody's professional profile.

Colleagues at Lovell Minnick

Alan Warrick

Advisor, Value Creation Team at Lovell Minnick

Alexander Lovell

Principal at Lovell Minnick

Andrew Ralich

Advisor, Value Creation Team at Lovell Minnick

Andrew Ramos

Advisor, Value Creation Team at Lovell Minnick

Bill Lucas

Vice President at Lovell Minnick

Bill Neuman

Advisor, Value Creation Team at Lovell Minnick

Brad Armstrong

Partner at Lovell Minnick

Brenda Cline

Advisor, Value Creation Team at Lovell Minnick

Frequently asked questions

Who is Cody Isdaner?: Cody Isdaner is Chief Compliance Officer & Counsel at Lovell Minnick, having joined the firm's Philadelphia office in 2019 as a Legal and Compliance Associate before his 2023 promotion. He previously spent six years at Concierge Compliance (formerly Swayze LLC), where he served as Senior Compliance Consultant, building compliance programs and supporting legal matters for investment advisor clients. He holds a Bachelor of Science in Business Administration from Bryant University and a JD, Cum Laude, from Temple University's Beasley School of Law.
Where does Cody Isdaner work?: Cody Isdaner is Chief Compliance Officer & Counsel at Lovell Minnick.
Where did Cody Isdaner go to school?: Cody Isdaner studied at Temple University - James E. Beasley School of Law (Doctor of Law (JD), Law); Bryant University (Bachelor of Science, Business Administration; Finance); Wagner College (Business Administration; Finance).

Same school

Also attended Temple University - James E. Beasley School of Law14

Alex KatzGeneral Counsel at Ff Venture Capital Romina GomezLead Web Engineer at Struck Capital Ted MoonManaging Partner at Global BioAccess Fund Leslie HodgePartner & General Counsel at Segue Sustainable Infrastructure David UrbanOperating Partner at Smash Capital Reba BeesonGeneral Counsel at AlphaPoint

+ 8 more

Also attended Bryant University35

Christine MurphyInvestor at TRANSFORMATION CAPITAL Chris MooreChief Financial Officer at K5 Global Jason KingChief Financial Officer at Converge Ana SuarezLegal & Compliance at Rocana Ventures Caitlyn GriffinController at Tribe Capital Firstlook Christofer FloresSoftware Engineer at Struck Capital

+ 29 more

Also attended Wagner College8

Kimberly TrautmannPartner at DRW Venture Capital Tara EckertCFO at Compound Hugo NauraisU.S. Investment Analyst at G-Force Barbara ComlyExecutive Vice President, General Counsel and Corporate Secretary at Miami International Holdings (MIAX)Jodi RingelExecutive Director at Focus Central America Teo DadićFund Analyst at Invera Equity Partneri

+ 2 more

Also attended The Episcopal Academy5

Chad KemmererAnalyst at Volition Capital Aantorik GangulyAssociate at Sozo Ventures Aaron KimDirector at Oxeon Partners Kevin GayhardtVice President at Kinderhook Ian LeeFounder at Petrarch

Shared employers

Also worked at Lovell Minnick Partners LLC36

Charlotte KyleExecutive Assistant at Bain Capital Crypto Adam LebovitzInvestor at BAM Ventures Mark AdelmanVice President of Operations at Lovell Minnick Jason BargPartner at Lovell Minnick Robert BelkeManaging Partner at Lovell Minnick Christian BurmeisterVice President at Lovell Minnick

+ 30 more

Also worked at Fidelity Investments208

Peter SaperstonePartner at Greycroft Rob KniazInvestor at Hoxton Ventures Helen ClementInvestor at IVP (Institutional Venture Partners)Adiam BerhaneAccounting Manager at QED Investors Aubrie PaganoGeneral Partner, Managing Member at Corigin Ventures Joanna Skoler GilmanChief Marketing and Communications Officer at .406 Ventures

+ 202 more