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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Select Equity Group, L.P. | Analyst | Jan 2007 to Jan 2018 | Equity research |
| Self-employed | Independent Consultant | Jan 2005 to Jan 2007 | Financial analysis and market research |
| NCS Healthcare | Director of Treasury and Investor Relations | Jan 1996 to Jan 2000 | — |
| SBK Brooks Investment Corp. | Equity Research Analyst | Jan 1996 to Jan 1996 | — |
| N/A | Independent Travel and International Volunteer Work | Jan 1995 to Jan 1996 | — |
| BP | Manager, Fuel Advertising | Jan 1994 to Jan 1995 | — |
| BP | Trading Analyst, Manufacturing and Supply | Jan 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. (33)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | New York, NY , United States |
A Aldo Eysaman | Associate Analyst | Seattle, WA , United States |
 | Analyst | New York, NY , United States |
A Ann Vaughan | Investment Analyst | Houston, TX , United States |
 | Principal | New York, NY , United States |
C Connie Lu | Investment Analyst | New York, NY , United States |
 | Analyst | New York, NY , United States |
J Jonathan Bearman | Principal and Head of Trading | New York, NY , United States |
 | Partner | Greenwich, CT , United States |
 | Associate Analyst | Kirkland, WA , United States |
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B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
 | Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States |
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