Lee Kaplan
Analyst-Equity at Kestrel Investment Management Corp.
Profile
Mr. Lee Kaplan is Vice President of Equity Research at Kestrel Investment Management Corp.
An industry generalist, he focuses his research on equity valuation of publicly traded companies involved in strategic shifts, including the dismantling of conglomerates.
His professional experience includes financial and tax consulting, and valuation of private and public businesses.
Prior to joining Kestrel Investment in 2004, Mr. Kaplan was employed as an Equity Analyst by Spin-Off Advisors LLC.
Before that, had a six year public accounting career in Los Angeles with Price Waterhouse and Altschuler, Melvoin & Glasser
Mr. Kaplan earned a BS in Accounting, cum laude, and Master of Business Taxation from the University of Southern California.
He also earned an MBA from the University of Chicago.
He is a CFA Charterholder and a Certified Public Accountant.
Lee Kaplan active positions
| Companies | Position | Start |
|---|---|---|
Kestrel Investment Management Corp.
 Kestrel Investment Management Corp. Investment ManagersFinance Kestrel Investment Management Corp. (Kestrel) is a registered independent investment advisor and hedge fund manager headquartered in San Mateo, California. The firm was founded by Abbott Keller and Davif Steirman in 1993. Kestrel provides investment management services to separately managed advisory accounts and a privately-offered investment limited partnership, Kestrel Investment Fund, LP. | Analyst-Equity | 31/12/2003 |
Former positions of Lee Kaplan
| Companies | Position | End |
|---|---|---|
Spin-Off Advisors LLC
 Spin-Off Advisors LLC Investment ManagersFinance Founded in 1998, Spin-Off Advisors LLC is an independent investment research firm located in Chicago. The firm's research focuses on information-poor, inefficiently priced spin-off situations. They provide investment research for investment professionals targeting corporate spin-offs and restructuring situations. | Analyst-Equity | 30/05/2004 |
Altschuler Melvoin & Glasser LLP
 Altschuler Melvoin & Glasser LLP Miscellaneous Commercial ServicesCommercial Services Part of RSM US LLP, Altschuler Melvoin & Glasser LLP provides accounting services. The company is based in Chicago, IL. Altschuler Melvoin & Glasser was acquired by RSM US LLP on November 20, 2006. | Corporate Officer/Principal | - |
| Pricewaterhouse LLP | Corporate Officer/Principal | - |
Training of Lee Kaplan
| University of Southern California | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Kestrel Investment Management Corp.
Kestrel Investment Management Corp. Investment ManagersFinance Kestrel Investment Management Corp. (Kestrel) is a registered independent investment advisor and hedge fund manager headquartered in San Mateo, California. The firm was founded by Abbott Keller and Davif Steirman in 1993. Kestrel provides investment management services to separately managed advisory accounts and a privately-offered investment limited partnership, Kestrel Investment Fund, LP. | Finance |
| Pricewaterhouse LLP | Commercial Services |
Altschuler Melvoin & Glasser LLP
Altschuler Melvoin & Glasser LLP Miscellaneous Commercial ServicesCommercial Services Part of RSM US LLP, Altschuler Melvoin & Glasser LLP provides accounting services. The company is based in Chicago, IL. Altschuler Melvoin & Glasser was acquired by RSM US LLP on November 20, 2006. | Commercial Services |
Spin-Off Advisors LLC
Spin-Off Advisors LLC Investment ManagersFinance Founded in 1998, Spin-Off Advisors LLC is an independent investment research firm located in Chicago. The firm's research focuses on information-poor, inefficiently priced spin-off situations. They provide investment research for investment professionals targeting corporate spin-offs and restructuring situations. | Finance |
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