Michael Bertz
Portfolio Manager-Equities at Kennedy Capital Management LLC
Profile
Dr. Michael D.
Bertz is a Portfolio Manager at Kennedy Capital Management LLC.
He began his investment career in 2000 and prior to joining Kennedy Capital, he was a senior research analyst at WR Hambrecht & Co in San Francisco, California.
he has held roles as a technology analyst at Morgan Keegan & Company, performing cognitive science and engineering research at Georgia Tech, and as a structural engineer at KPFF Consulting Engineers in Irvine, California.
Dr. Bertz was awarded a Ph.D.
in Structural Engineering from the Georgia Institute of Technology in 1998, following a Masters in 1994.
Mr. Bertz has also earned a B.E.D.
in Architecture and a B.S.
in Engineering Physics from Miami University in Oxford, Ohio.
Michael Bertz active positions
Companies | Position | Start |
---|---|---|
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Portfolio Manager-Equities | 31/12/2012 |
Former positions of Michael Bertz
Companies | Position | End |
---|---|---|
WR Hambrecht + Co. LLC
WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals. | Analyst-Equity | 30/05/2005 |
KPFF, Inc.
KPFF, Inc. Engineering & ConstructionIndustrial Services KPFF, Inc. provides engineering services. It offers structural and civil engineering, construction and project management, surveying and forensics services. The company was founded by Al Kelly in 1960 and is headquartered in Seattle, WA. | Corporate Officer/Principal | - |
The Georgia Tech Research Corp.
The Georgia Tech Research Corp. Miscellaneous Commercial ServicesCommercial Services The Georgia Tech Research Corp. provides research and technology support services. Its services include accounting and reports, researcher and operational support services. The comapny was founded by Preston S. Arkwright, Fuller E. Callaway, Jr. and Monie A. Ferst on April 13, 1937 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | - |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Analyst-Equity | - |
Training of Michael Bertz
Georgia Institute of Technology | Doctorate Degree |
Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Finance |
The Georgia Tech Research Corp.
The Georgia Tech Research Corp. Miscellaneous Commercial ServicesCommercial Services The Georgia Tech Research Corp. provides research and technology support services. Its services include accounting and reports, researcher and operational support services. The comapny was founded by Preston S. Arkwright, Fuller E. Callaway, Jr. and Monie A. Ferst on April 13, 1937 and is headquartered in Atlanta, GA. | Commercial Services |
WR Hambrecht + Co. LLC
WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals. | Finance |
KPFF, Inc.
KPFF, Inc. Engineering & ConstructionIndustrial Services KPFF, Inc. provides engineering services. It offers structural and civil engineering, construction and project management, surveying and forensics services. The company was founded by Al Kelly in 1960 and is headquartered in Seattle, WA. | Industrial Services |
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