Lisa Rose


PHONE: 216-241-4606

Drawing on more than 20 years of varied corporate and agency experience, including leading the agency’s investor relations practice, Lisa has deep expertise in investor relations, corporate communications, change management and employee engagement. She regularly conducts training/coaching sessions for newly public companies/executives and provides strategic thought leadership and counseling on a variety of IR topics, including CEO transitions, shareholder activism, transactions, earnings preparation, ongoing IR messaging, analyst day preparation and crisis communications.

Lisa is a certified public accountant and a member of the American Institute of CPAs and National Investor Relations Institute (NIRI), where she holds Investor Relations Charter certification.

Specializes in:

  • Integrated communications strategy development
  • Investor relations strategy/program development
  • M&A transactions, IPOs and restructurings
  • CEO and leadership communications
  • Strategic employee communications

Involved with:

  • National Investor Relations Institute – board member
  • Business Volunteers Unlimited – board member
  • GCP Equity & Inclusion Partnership – board member
  • Cleveland Leadership Center – board member
  • Cleveland’s 50 Club – member
  • Group Plan Commission – board member
  • Leadership Cleveland Graduate (2009)
  • Former board member of College Now, In Counsel with Women, CSU Visiting Committee for Business School, The Presidents’ Council, Cleveland Rape Crisis Center, Towards Employment, Bloom Bakery and Saint Joe’s Academy
  • YWCA Greater Cleveland’s Women of Achievement Award Winner
  • Athena Award Finalist


  • Travel
  • Cycling
  • Sewing, knitting and tapestry
  • Great conversations over a great meal