Portland fintech firm brings on CFO known as the ‘velvet hammer’

Constant AI, a Portland-based financial technology services provider, has promoted Lisa Cote from controller to chief financial officer.

Lisa Cote of Constant AI
Lisa Cote PHOTO / COURTESY OF CONSTANT AI

Cote, who joined Constant AI in 2023, will be the first to serve in the CFO role at Constant AI, which is staffed by 18 employees, all working remotely.

Before joining Constant AI, Cote spent 18 years at the Foreside Financial Group LLC, a Portland-based firm providing fund distribution, compliance and regulatory services to asset managers launching and operating mutual funds and exchange-traded funds. (Foreside rebranded as ACA after completing its merger with New York-based ACA Group.)

“Lisa has been through what it takes to scale a company from its earliest days through a significant outcome, and she’s applied that experience at Constant AI since Day One,” said Catherine York Powers, CEO and founder of Constant AI.

“She doesn’t just manage the numbers. She understands what they mean for where we’re going,” Powers added. “From structuring capital to keeping operations tight during a fundraise, Lisa makes high-stakes decisions with a calm precision that the rest of the company relies on. I call her the ‘velvet hammer.’ She’s earned this role.”

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Constant AI recently launched an “agentic AI” platform for “skip-a-pay” loan deferral programs.

Cote said she looks forward to her next chapter at the company.

“You don’t come across many opportunities where the work excites you and the company is still in the thick of growing,” she said. “That’s where I do my best work — laying the financial groundwork so everything else can take off. Constant AI has given me that, and getting to do that inside a women-owned, women-run company? That part means a lot.”

– Digital Partners -