Partners, principals and associates

Karlen, Cameron Fox Cities

2901 E Enterprise Ave
Appleton, WI 54913

Tel:

414.431.9381


Email: ckarlen@wipfli.com

Cameron Karlen, CFA

Valuation, Forensic, and Litigation Services Manager

Cameron Karlen is a manager in the Valuation and Transaction Support Services Group, with over 5 years of valuation and M&A experience. He specializes in business valuations, valuation analysis, and sale and purchase assistance for companies in a variety of industries, including general manufacturing, breweries, transportation and logistics, financial institutions, automotive, construction and more.

Certifications

  • Chartered Financial Analyst®
  • Series 79 Securities License (Limited Representative – Investment Banker)
  • Series 63 Securities License (Uniform Securities Agent)
  • Securities Industry Essentials (SIE)

Professional memberships and activities

  • CFA Institute – Member
  • CFA Society Milwaukee - Member

Areas of Focus

  • Business Valuations
  • Merger and acquisition assistance
  • Transition Planning

Education

University of Wisconsin - Milwaukee
  • Bachelor of Business Administration (BBA) degree in finance – Graduated with highest honors