Lee Kaplan Location

California, United States

Lee Kaplan Work

  • 2004 - now  Vice President, Equity Research @ Kestrel Investment Management Corporation
  • 2003 - 2004 All Cap Generalist Equity Analyst @ Spin-Off Advisors, LLC
  • 1997 - 2001 Manager, Financial and Tax Consulting @ Altschuler, Melvoin and Glasser LLP (American Express Tax and Business Services)
  • 1996 - 1997 Associate, Tax Financial Services Industry Practice @ PwC

Lee Kaplan Education

  • The University of Chicago - Booth School of Business

    MBA (Concentration: Finance, Strategic Management (Strategy), Economics and Econometrics and Statistics)

    2001 - 2003
  • University of Southern California

    Master (Business Taxation)

    1994 - 1995
  • University of Southern California

    Bachelor’s Degree (Accounting)

    1989 - 1993

Lee Kaplan Skills

  • Equity Research
  • Equity Valuation
  • Investment Strategies
  • Equity Capital Markets
  • Financial Modeling
  • Investment Management
  • Equities
  • Thomson One Banker
  • Bloomberg
  • Capital IQ

Lee Kaplan Summary

Lee Kaplan, based in California, United States, is currently a Vice President, Equity Research at Kestrel Investment Management Corp. Lee Kaplan brings experience from previous roles at Spin-Off Advisors, LLC, Altschuler, Melvoin and Glasser LLP (American Express Tax and Business Services) and Price Waterhouse LLP. Lee Kaplan holds a 2001 - 2003 MBA in Concentration: Finance, Strategic Management (Strategy), Economics and Econometrics and Statistics @ The University of Chicago - Booth School of Business. With a robust skill set that includes Equity Research, Equity Valuation, Investment Strategies, Equity Capital Markets, Financial Modeling and more. Lee Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.

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