Michael Bertz
Portfolio Manager-Equities at Kennedy Capital Management LLC
Network origin in Michael Bertz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Miami University
145
| College/University | Other Consumer Services | 145 |
Georgia Institute of Technology
133
| College/University | Other Consumer Services | 133 |
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.
40
| Subsidiary | Investment Managers | 40 |
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.
19
| Private Company | Investment Banks/Brokers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Bertz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| St. Louis University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Graduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Consultant / Advisor | |
| Stanford University | College/University | Corporate Officer/Principal Doctorate Degree Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Doctorate Degree Doctorate Degree Corporate Officer/Principal | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Emory University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Argent Capital Management LLC
 Argent Capital Management LLC Investment ManagersFinance Argent Capital Management LLC (Argent) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1998 by John Meara and Steven Finerty. Argent manages assets for institutions and high-net-worth individuals. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Craig-Hallum Capital Group LLC
 Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
PlanarMag, Inc.
 PlanarMag, Inc. Computer Processing HardwareElectronic Technology PlanarMag, Inc. develops electromagnetic components for the computer, data networking and telecommunications industries. The company was founded by Lee Harrison in 2008 and is headquartered is in Sacramento, CA. | Computer Processing Hardware | Founder Chief Tech/Sci/R&D Officer | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin | |
| PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Indiana University | College/University | Graduate Degree Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Georgia State University | College/University | Masters Business Admin Graduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Graduate Degree | |
| Washington University in St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Advanced Technology Development Center
 Advanced Technology Development Center Investment ManagersFinance Advanced Technology Development Center is a Venture Capital firm, a subsidiary of State of Georgia founded in 1980. Advanced Technology Development Center is headquartered in Atlanta. | Investment Managers | Private Equity Investor | |
Akrometrix LLC
 Akrometrix LLC Electronic Equipment/InstrumentsElectronic Technology Akrometrix LLC provides thermo-mechanical surface flatness measurement equipment in manufacturing and assembly operations. Its products includes thermoiré platform, CXP platform, Measurement techniques, and software. Its services provides methods and processes of measuring flatness and warpage of circuit boards to analyze potential failure and material response to temperature variations experienced during manufacturing. The company was founded in 1994 and is headquartered in Atlanta, GA. | Electronic Equipment/Instruments | Director/Board Member | |
Engent, Inc.
 Engent, Inc. Miscellaneous Commercial ServicesCommercial Services Engent, Inc. provides next generation microelectronics development and manufacturing services. It engages in all stages of the electronic miniaturization process and serves key electronic and microelectric markets in the military, medical and industrial sectors. The firm also offers engineering consulting, process development, prototyping, environmental testing and failure analysis services. The company was founded by Daniel Flanagan Baldwin and Matt Perry in 2002 and is headquartered in Norcross, GA. | Miscellaneous Commercial Services | Founder | |
| BEAM SUNTORY INC | Beverages: Alcoholic | Corporate Officer/Principal | |
The Ohio Society of CPA's
 The Ohio Society of CPA's Miscellaneous Commercial ServicesCommercial Services The Ohio Society of CPA's operates as an association for Certified Public Accountants. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| AECOM | Engineering & Construction | Human Resources Officer | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Townsend Holdings LLC
 Townsend Holdings LLC Real Estate DevelopmentFinance Townsend Holdings LLC provides investment advisory services. It offers investment platform and consulting services to clients for real asset and real estate allocation. The company was founded by Terrance R. Ahern and Kevin W. Lynch in 1983 and is headquartered in Cleveland, OH. | Real Estate Development | Director of Finance/CFO | |
| DXC TECHNOLOGY COMPANY | Data Processing Services | Human Resources Officer | |
| INDEPENDENT BANK CORPORATION | Regional Banks | Chief Executive Officer | |
The Advertising Council, Inc.
 The Advertising Council, Inc. Miscellaneous Commercial ServicesCommercial Services The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Luthman Backlund Foods Europe AB
 Luthman Backlund Foods Europe AB Food RetailRetail Trade Part of Luthman Backlund Foods AB, Luthman Backlund Foods Europe AB is a company that offers protein bars, ice cream, protein bars, and chocolates without added sugar, gluten, and palm oil. The company was founded in 2020 and is based in Stockholm, Sweden. The Swedish company's protein bars are suitable for low carbohydrate diets, keto, diabetes, and gluten intolerance, and are loaded with prebiotic fibers that stimulate the growth of good gut bacteria and increase the immune system. The company also offers a new prescription of protein wafer hazelnut with 25%% protein, vitamins, and prebiotic fiber. The company's products are simply good alternatives to sweets, without unnecessary calories that taste good and should also be good for you. | Food Retail | Director/Board Member | |
GenOn Americas Generation LLC
 GenOn Americas Generation LLC Electric UtilitiesUtilities GenOn Americas Generation LLC engages in the generation and distribution of electric power. The company was founded on November 1, 2001 and is headquartered in Princeton, NJ. | Electric Utilities | President | |
| GENON ENERGY INC | Electric Utilities | Director of Finance/CFO |
Statistics
International
| United States | 47 |
| Germany | 2 |
| Sweden | 2 |
Sectoral
| Consumer Services | 17 |
| Finance | 16 |
| Commercial Services | 10 |
| Electronic Technology | 3 |
| Utilities | 3 |
Operational
| Corporate Officer/Principal | 137 |
| Director/Board Member | 131 |
| Undergraduate Degree | 100 |
| Analyst-Equity | 62 |
| Portfolio Manager-Equities | 48 |
Most connected contacts
| Insiders | |
|---|---|
| Jean-Lou Chameau | 20 |
| K. P. Reddy | 19 |
| Todd Creech | 19 |
| Rebecca Messina | 18 |
| Theodoros Akiskalos | 17 |
| Mike Ferry | 16 |
| Scott E. Leonard | 15 |
| Ryan Lee Langdon | 15 |
| Christopher M. Coloian | 14 |
| David Royer | 14 |
| Steven Berg | 12 |
| Will Roper | 12 |
| Thomas Kurfess | 11 |
| Joan Lewis | 11 |
| Rajeev Malik | 9 |
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