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Cody Isdaner

Investor

Chief Compliance Officer & Counsel at Lovell Minnick

Philadelphia

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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

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

Skills & more

AccessPowerPointMicrosoft ExcelMicrosoft WordDatabasesMicrosoft OfficeInvestmentsRegulatory ComplianceSEC RegulationsFinanceMarketing StrategyFinancial Analysis
+12 moreSales 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

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