Robert  Kugel

Robert Kugel


Rob Kugel heads up the CFO and business research at Ventana 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. Prior to joining Ventana Research 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.