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Last Update

2016-02-03T00:00:00.000Z

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Background Information

Employment History

Senior Research Analyst

WR Hambrecht + Co LLC

Technology Analyst

Morgan Keegan & Co.

Structural Engineer

KPFF Consulting Engineers

Portfolio Manager

Kennedy Capital Management Inc

Education

B.S.
Physics
Miami University

Ph.D.
Structural Engineering
Georgia Institute of Technology

Web References (48 Total References)


KCM Extended Small Cap

www.kennedycapital.com [cached]

Extended Small Cap | Extended Small Cap | Richard Sinise | Michael Bertz, Ph.D., P.E., CFA

...
Michael Bertz
Michael Bertz, Ph.D., P.E., CFA, is the Assistant Portfolio Manager for the Extended Small Cap portfolio. Michael 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 an analyst at Morgan Keegan & Company, as a cognitive science and engineering researcher at Georgia Tech, and as a structural engineer at KPFF Consulting Engineers. Michael joined KCM in 2006 as a research analyst and served as Director of Research from 2007 to 2013. Michael received a Ph.D. in Structural Engineering from the Georgia Institute of Technology in 1998, following a Masters in 1994. He has also earned a B.E.D. in Architecture and a B.S. in Engineering Physics from Miami University in Oxford, Ohio.


Our People

www.kennedycapital.com [cached]

Michael Bertz, Ph.D., P.E., CFA


Research Team

www.kennedycapital.com [cached]

Michael Bertz, Ph.D., CFA

...
Michael Bertz
Michael Bertz, Ph.D., P.E., CFA, is an Assistant Portfolio Manager and Co-Director of Research.
...
Michael 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 an analyst at Morgan Keegan & Company, as a cognitive science and engineering researcher at Georgia Tech, and as a structural engineer at KPFF Consulting Engineers. Michael joined KCM in 2006 as a research analyst and was promoted to Director of Research in May 2007. Michael received a Ph.D. in Structural Engineering from the Georgia Institute of Technology in 1998, following a Masters in 1994. He has also earned a B.E.D. in Architecture and a B.S. in Engineering Physics from Miami University in Oxford, Ohio.
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Mr. Fisher shares responsibility for the coordination and direction of internal research operations with Michael Bertz.


Nagle&Ferri - About

www.nagle-ferri.com [cached]

,Michael Bertz Sr. Analyst WR Hambrecht & Co.


Michael D. Bertz, Ph.D., ...

www.wrhambrecht.com [cached]

Michael D. Bertz, Ph.D., P.E., CFA - SemiconductorsDr. Bertz joined WR Hambrecht + Co in August as a Senior Research Analyst covering Semiconductor Devices, specializing in consumer electronics applications.Prior to joining WR Hambrecht + Co, Dr. Bertz was a senior analyst with Morgan Keegan & Co. and part of the semiconductor team.Before coming to the securities industry, he began his career doing research at Georgia Tech and was a structural engineer at KPFF Consulting Engineers in Irvine, California, where he also served as the network administrator overseeing the firm's computing infrastructure.Michael received a Ph.D. in Structural Engineering from the Georgia Institute of Technology in March 1998, following a Master's in 1994.He also has a B.E.D. in Architecture and a B.S. in Physics from Miami University in Oxford, Ohio, and is a licensed Professional Engineer in the state of California.

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