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Joseph Kavaloski

Joseph Kavaloski

Research Analyst at Cullen Capital Management, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Schafer Cullen Capital ManagementResearch AnalystJul 2022 to Present
Generalist covering international equities, both EM and DM
Cowen and CompanyEquity Research AssociateFeb 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 USRisk Advisory SolutionsOct 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
KPMGOperations Risk Summer InternJun 2017 to Aug 2017
Ameritrust Capital ManagementAssistant Research AnalystJun 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)

NameRoleLocation
Eric Carbone
Eric Carbone
Vice President - TradingNew York, NY , United States
Jeff Cullen
Jeff Cullen
Managing DirectorSouthborough, MA , United States
M
Mariana Salamanca
Vice PresidentNew York, NY , United States
Sally Bertouch
Sally Bertouch
Senior AnalystNew York, NY , United States
Nico Nardone
Nico Nardone
2024 Summer AnalystRidgewood, NJ , United States