Abbott J. Keller, CFA
Chief Investment Officer
Prior to founding Kestrel, Abbott was a strategist and member of the Investment Decision Group at Concord Capital Management for twelve years. He also was a Senior Investment Strategist for seven years at American National Bank of Chicago. He earned his B.S. in Finance from the University of Oregon, where he received the 1972 Wall Street Journal Finance Award. Abbott received an M.B.A. from the University of California at Berkeley in 1973, graduating in the top ten percent of his class. He holds the Chartered Financial Analyst designation.
David J. Steirman
David has been President of Kestrel since its inception. For the previous twelve years he was at Concord Capital Management where his responsibilities included theme development, investment research and management of finance, operations, systems and trading. Prior to Concord, David was Director of Investment Systems at American National Bank of Chicago. He was also associated with the Harris Bank's Management Sciences area in Chicago. David graduated magna cum laude from the Wharton School of the University of Pennsylvania in 1976 and received his M.B.A. from the University of Chicago in 1979. David serves on the Board of Directors of several non-profit organizations.
Lee Kaplan, CFA, CPA/ABV
Vice President, Equity Analyst
Lee Kaplan joined Kestrel in June 2004 as an Equity Analyst. From June 2002, Lee was an equity analyst with Spin-off Advisors LLC in Chicago. Previously, he had a six year public accounting career in Los Angeles with Price Waterhouse and Altschuler, Melvoin & Glasser. Lee earned a B.S. in Accounting (Cum Laude) in 1993 and Master of Business Taxation in 1995 from the University of Southern California. He also earned an MBA from the University of Chicago in 2003. Lee is a CFA Charterholder and certified public accountant. During his public accounting career, Lee focused on financial and tax consulting involving the valuation of private and public businesses. His professional experience has given him specific knowledge of a broad set of industries which span media to logistics and financial services to semiconductors. Although he is an industry generalist, Lee focuses his research on equity valuation of publicly traded companies involved in strategic shifts, including the dismantling of conglomerates. Lee does not accept telephone inquires from broker/dealer institutional salespeople, investor relations personnel or investment technology salespeople. All such inquires should be made via e-mail and directed to equityresearch <at> kestrelinvestment.com.
Gregg S. Uyekubo, CFA
Vice President, Trading Manager
Gregg joined Kestrel in 1998. Prior to joining Kestrel, Gregg was an Equity Analyst at Crescent Capital Management Company. He received his B.S. in Mechanical Engineering from the University of California, Davis in 1987 and earned his M.B.A. from the University of Nevada, Las Vegas in 1996. Gregg was awarded the Chartered Financial Analyst designation in 2001.