Michael Bertz

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Profile

Dr. Michael D.
Bertz was previously employed as a Portfolio Manager by Kennedy Capital Management LLC, a Senior Research Analyst by WR Hambrecht + Co. LLC, a Principal by KPFF, Inc., a Senior Analyst by Morgan Keegan & Co., Inc. (Old), and a Principal by The Georgia Tech Research Corp.
He received his undergraduate degree from Miami University, a graduate degree from Georgia Institute of Technology and a doctorate degree from Georgia Institute of Technology.

Former positions of Michael Bertz

Companies	Position	End
Kennedy Capital Management LLC Kennedy Capital Management LLC Investment ManagersFinance KCM is an active manager that aims to generate superior returns in the micro, small, and mid-cap domestic equity markets for their clients. The firm uses a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. Primary drivers for their decision to sell a stock if a change occurs to alter their view of the likely progression of the business include: (1) delivering results below their expectations, (2) a management change, (3) a change in competitive dynamics, and (4) when valuations become full.	Director of Research - Equity	31/12/2012
WR Hambrecht + Co. LLC WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/05/2005
KPFF, Inc. KPFF, Inc. Engineering & ConstructionIndustrial Services Provides engineering services	Corporate Officer/Principal	-
Georgia Tech Research Corp. Georgia Tech Research Corp. Miscellaneous Commercial ServicesCommercial Services Provides research and technology support services	Corporate Officer/Principal	-
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	7
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services	Finance
Kennedy Capital Management LLC Kennedy Capital Management LLC Investment ManagersFinance KCM is an active manager that aims to generate superior returns in the micro, small, and mid-cap domestic equity markets for their clients. The firm uses a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. Primary drivers for their decision to sell a stock if a change occurs to alter their view of the likely progression of the business include: (1) delivering results below their expectations, (2) a management change, (3) a change in competitive dynamics, and (4) when valuations become full.	Finance
Georgia Tech Research Corp. Georgia Tech Research Corp. Miscellaneous Commercial ServicesCommercial Services Provides research and technology support services	Commercial Services
Georgia Institute of Technology Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
WR Hambrecht + Co. LLC WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
KPFF, Inc. KPFF, Inc. Engineering & ConstructionIndustrial Services Provides engineering services	Industrial Services