Lee Kaplan Email & Phone Number
Vice President, Equity Research @ Kestrel Investment Management Corporation
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Lee Kaplan Location
- California, United States
Lee Kaplan Work
- 2004 -now Vice President, Equity Research @
- 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 @
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
- Technical Presentations
- Due Diligence
- Asset Management
- Portfolio Management
- Financial Analysis
- Thomson One Analytics
- Electronic Trading
- Tax
- Generalist
- Qualitative And Quantitative Research Methodologies
- Fundamental Analysis
- Valuation
- Investments
- Quantitative Analytics
- Qualitative Research
- Quantitative Finance
- Computer Literacy
- Analytical Skills
- Equity
- Project Management
- Behavioral Finance
- Organization Skills
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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