Shina Culberson, CFA

As the president of Quist, Shina Culberson brings over two decades of financial and valuation experience to her leadership and guidance of the firm. Known for her direct style and laser focus, Ms. Culberson specializes in business and securities valuation engagements for corporate finance, financial reporting and tax purposes.

Prior to joining Quist, Ms. Culberson was an equity analyst for Cohen Independent Research Group, where she provided security valuation and investment recommendations on public companies in the biotech, high-tech, and entertainment industries. Additionally, she served as a Director at Charles Schwab Investment Management where she managed the International Credit Research team covering international financial institutions and emerging markets in Asian and Latin American sovereign investments. The team covered over 50 debt issuers and had oversight responsibility for approximately $32 billion in portfolio holdings.

Over the course of Ms. Culberson’s successful career, she has participated in over 500 valuation engagements for public and privately held companies in a number of industries including financial services, biotechnology, software, hardware, oil and gas, and entertainment.

Education

Ms. Culberson graduated with a Bachelor’s degree in economics from Claremont McKenna College, and holds the CFA designation.