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, Shina specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes.
Prior to joining Quist, Shina 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 market Asia and Latin America sovereign investments. The team covered over 50 debt issues and had oversight responsibility for approximately $32 billion in portfolio holdings.
Shina is a Certified Exit Planning Advisor and is a faculty member for the Exit Planning Institute teaching the valuation section of EPI’s certification course. Shina is also President of EPI’s Rocky Mountain Chapter where like-minded professionals collaborate to ensure better outcomes for business owners in transition and exiting their businesses.
Shina graduated with a bachelor’s degree in Economics from Claremont McKenna College, holds the CFA designation, and is a member of the Society of Analysts in Denver.