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