Sam Alaoui
Sam is Wealth Advisor co-founder and Managing Director, of the New York based Coda Capital Group.
Through Coda Capital Group and his team of seasoned professionals Sam brings a personalized approach to Financial Planning, customized financial solutions and targeted strategies that work to simplify our clients’ lives.
Sam helps individuals and entrepreneurs understand create and manage wealth. Sam is also an entrepreneur, motivational speaker and financial coach.
Sam’s Academic background includes Master of International Business and MBA in Finance & Management the Series 7, 24, 63, and 65 licenses. Sam speaks fluent English, French, and Arabic.
Lauralee Donnelly
Lauralee Donnelly, an Investment Advisor Representative has formed her own Investment Advisory Company, Coda Capital Group, LLC. As president she brings her leadership, knowledge and passion to assist clients in reaching their financial goals. Lauralee provides personalized ongoing financial planning and investment management services to families, retirees, soon to be retirees, and small business owners.
She and her professional team, after analyzing the information provided will develop strategies and recommend an investment plan for the client’s approval and implementation.
Lauralee Donnelly, President of Coda Capital Group, LLC, BA Kings College, 1979-1983. Licenses: series 65. She is a single parent of three and resides in Brewster, New York.
