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.
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.