Speaker Details

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David Kugelman


OTC Stock Review


David Kugelman is the president and publisher of the OTC Stock Review. He frequently lectures on small-cap stocks and growth companies. Mr. Kugelman has lectured extensively for brokerage firms and investment clubs, and served as a consultant to several publicly traded corporations. He is considered an expert in the areas of small-cap stocks, and has been in the investment industry since 1986 working for such prestigious firms as Thomson McKinnon, Bear Stearns, and Merrill Lynch. Mr. Kugelman has held the NASD Series 7, 24, 63, and 66 licenses, as well as the Certified Financial Manager designation.