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