Lisa Roth

Director/Board Member at BINAH CAPITAL GROUP, INC.

65 year

Finance

Commercial Services

Consumer Services

Profile

Lisa Roth is the founder of ComplianceMax Financial Corp.
founded in 2007.
She currently holds positions as an Independent Director at Kingswood Acquisition Corp.
since 2020, President & Chief Information Security Officer at Tessera Capital Partners LLC since 2016, and President at Monahan & Roth LLC since 1999.
Ms. Roth completed her undergraduate degree at Moravian College.

Lisa Roth active positions

Companies	Position	Start
BINAH CAPITAL GROUP, INC.	Director/Board Member	01/11/2020
Monahan & Roth LLC	President	01/01/1999
Tessera Capital Partners LLC Tessera Capital Partners LLC Investment ManagersFinance Tessera Capital Partners LLC provides investment advice.	President	01/04/2016

All active positions of Lisa Roth

Former positions of Lisa Roth

Companies	Position	End
ComplianceMax Financial Corp. ComplianceMax Financial Corp. Miscellaneous Commercial ServicesCommercial Services ComplianceMax Financial Corp. provides consulting and technology services. The company is based in San Diego, CA. The company was founded by Lisa Roth. ComplianceMax Financial was acquired by National Regulatory Services, Inc., part of Compliance Science, Inc. from October 21, 2021 on August 06, 2007.	Founder	-

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Training of Lisa Roth

Moravian College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	4
ComplianceMax Financial Corp. ComplianceMax Financial Corp. Miscellaneous Commercial ServicesCommercial Services ComplianceMax Financial Corp. provides consulting and technology services. The company is based in San Diego, CA. The company was founded by Lisa Roth. ComplianceMax Financial was acquired by National Regulatory Services, Inc., part of Compliance Science, Inc. from October 21, 2021 on August 06, 2007.	Commercial Services
Tessera Capital Partners LLC Tessera Capital Partners LLC Investment ManagersFinance Tessera Capital Partners LLC provides investment advice.	Finance
Kingswood Acquisition Corp. Kingswood Acquisition Corp. Financial ConglomeratesFinance Kingswood Acquisition Corp. is a blank check company, which engages in seeking a merger, share exchange, asset acquisition, share purchase, and reorganization. The company intends to build a global wealth and investment management business catering to the underserved retail and private client investor. Kingswood Acquisition Corp was founded on July 27, 2020 and is headquartered in New York, NY.	Finance
Monahan & Roth LLC

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