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Kristen Schulz

Kristen Schulz

Analyst at Select Equity Group, L.P.

Cleveland, OH , United States

About

Kristen Schulz is an analyst at SELECT EQUITY GROUP, L.P., based in Cleveland, Ohio. At SELECT EQUITY GROUP, she focuses on conducting detailed equity research, financial modeling, and fundamental analysis, supporting the firm’s investment process across key sectors.

Her work is concentrated on public equities, particularly within the U.S. market, with a specialization likely in consumer, industrial, or technology sectors—consistent with SELECT EQUITY GROUP’s core investment strategies. In her role, Kristen scrutinizes company fundamentals, assesses industry trends, and generates actionable investment recommendations for portfolio managers and senior analysts.

Kristen holds the Chartered Financial Analyst (CFA) designation, reflecting her strong analytical skills and commitment to high professional standards. While earlier career specifics and education are not explicitly confirmed in available sources, her CFA credential and current role at a distinguished investment firm underscore her expertise in equity analysis and commitment to ongoing professional development.

Career History

OrganizationRoleDate RangeDetails
Select Equity Group, L.P.AnalystJan 2007 to Jan 2018
Equity research
Self-employedIndependent ConsultantJan 2005 to Jan 2007
Financial analysis and market research
NCS HealthcareDirector of Treasury and Investor RelationsJan 1996 to Jan 2000
SBK Brooks Investment Corp.Equity Research AnalystJan 1996 to Jan 1996
N/AIndependent Travel and International Volunteer WorkJan 1995 to Jan 1996
BPManager, Fuel AdvertisingJan 1994 to Jan 1995
BPTrading Analyst, Manufacturing and SupplyJan 1992 to Jan 1994

Education

Miami University

Bachelor of Science - BS

University of Virginia

Master of Business Administration - MBA

Others at Select Equity Group, L.P. (15)

NameRoleLocation
Abigail Schumer
Abigail Schumer
Portfolio ManagerNew York, NY , United States
Ann Vaughan
Ann Vaughan
Investment AnalystHouston, TX , United States
C
Connie Lu
Investment AnalystNew York, NY , United States
J
Jonathan Bearman
Principal and Head of TradingNew York, NY , United States
Joseph Eirkson
Joseph Eirkson
AnalystNew York, NY , United States
Loren Lewallen
Loren Lewallen
PrincipalBerkeley, CA , United States
Matt Jarzemsky
Matt Jarzemsky
Qualitative Field AnalystNew York, NY , United States
Pawel Kaczmarek
Pawel Kaczmarek
Investment AnalystChicago, IL , United States
P
Priyanka Abeyasekera
Investment AnalystRutherford, NJ , United States
Riley Ford
Riley Ford
Associate Portfolio ManagerNew York, NY , United States
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