Robert Kugel
Robert D. Kugel CFA, is SVP & Research Director - CFO and Business Research at Ventana Research. Rob heads up the CFO and business research focusing on the intersection of information technology with the finance organization and business. His research agenda includes the application of IT to finance and business process optimization – particularly continuous accounting and continuous planning; control systems and analytics; and price and revenue optimization. Previously, he was an equity research analyst at several firms including First Albany Corporation, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob has experience in aerospace and defense, banking, manufacturing and retail and consumer services. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder.
