Rob leads and manages the business software research and advisory team focusing on the intersection of information technology and applications across front and back-office areas of enterprises. Rob leads the Office of Finance practice and the AI for Business efforts and is a book author and thought leader on integrated business planning (IBP). Prior to ISG and two decades at Ventana Research, he was an equity research analyst at several firms including Credit Suisse, 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 earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder.
Rob Kugel's Presentations
Building Business Resilience for 2024 and Beyond
Speaker: Robert Kugel, CFA, Executive Director, Business Research
