About
Joseph Kavaloski is an Analyst and Assistant Vice President at Cullen Capital Management, LLC (also known as Schafer Cullen Capital Management), based in New York City. He joined the firm in 2022 and primarily supports the International High Dividend and Emerging Markets strategies as a research analyst, focusing on global equities within these segments. His current responsibilities include market research, quantitative and qualitative analysis, and contributing investment ideas for the firm's international value-driven portfolios.
Prior to joining Cullen Capital Management, Joseph worked as an Equity Analyst at Cowen & Co. LLC until 2022, building expertise in equity research and supporting institutional clients across several verticals. At Cowen, he developed domain knowledge in sectors such as healthcare, technology, consumer, and alternative energy. His analytical experience spans both equity and fixed income asset classes, particularly in international and emerging markets opportunities.
Joseph holds a Bachelor of Science degree from Fordham University's Gabelli School of Business, earned in 2018. Recognized for his rigorous approach to fundamental analysis, he has contributed to the advancement of international value strategies at Cullen, providing key insights into dividend-focused investments. Kavaloski's work is marked by a strong commitment to thorough research and supporting global portfolios tailored to institutional investors.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Schafer Cullen Capital Management | Research Analyst | Jul 2022 to Present | Generalist covering international equities, both EM and DM | 
| Cowen and Company | Equity Research Associate | Feb 2020 to Jul 2022 | Covered Communications Infrastructure. Coverage included: AKAM, AMT, CCI, CCOI, CONE, COR, CYXT, DBRG, DLR, EQIX, GDS, GTT, IHS, LLNW, SBAC, SWCH | 
| KPMG US | Risk Advisory Solutions | Oct 2018 to Jan 2020 | Focused on providing Capital Markets Risk solutions to large financial institutions Key initiatives include: Data governance, critical data element identification, data lineage, risk data management | 
| KPMG | Operations Risk Summer Intern | Jun 2017 to Aug 2017 | — | 
| Ameritrust Capital Management | Assistant Research Analyst | Jun 2014 to Aug 2016 | Researched, generated, and implemented dual momentum strategies with pools of sector and international ETF's. Analyzed key valuation metrics for equity securities in a number of different industries. ... | 
Education
Fordham Gabelli School of Business
BS, Finance, Magna Cum Laude, Finance, General
2014 — 2018
Santa Ynez Valley Union High School
2010 — 2014
Others at Cullen Capital Management, LLC (5)
| Name | Role | Location | 
|---|---|---|
| Vice President - Trading | New York, NY , United States | |
| Managing Director | Southborough, MA , United States | |
| MMariana Salamanca | Vice President | New York, NY , United States | 
| Senior Analyst | New York, NY , United States | |
| 2024 Summer Analyst | Ridgewood, NJ , United States |