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Wrong Michael Bertz?

Michael D. Bertz

Senior Research Analyst

WR Hambrecht + Co LLC

HQ Phone:  (415) 551-8600

Email: m***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

WR Hambrecht + Co LLC

909 Montgomery Street 3rd Floor

San Francisco, California,94133

United States

Company Description

WR Hambrecht + Co focuses on raising growth capital for a variety of different enterprises. Like its predecessor firm, Hambrecht & Quist, WRH+Co seeks to identify high potential, growth-stage companies, and then enable access to the capital necessary to fund d...more

Background Information

Employment History

Portfolio Manager

Kennedy Capital Management Inc


Technology Analyst

Morgan Keegan & Co.


Structural Engineer

KPFF Consulting Engineers


Web References(35 Total References)


Extended Small Cap | Kennedy Capital Management, Inc. : Kennedy Capital Management, Inc.

www.kennedycapital.com [cached]

Michael Bertz, Ph.D., P.E., CFA®
Portfolio Manager Michael Bertz, Ph.D., P.E., CFA® Portfolio Manager Michael Bertz, Ph.D., P.E., CFA®, is the Portfolio Manager for the Extended Small Cap strategy. 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 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. Michael joined KCM in 2006 as a research analyst and served as Director of Research from 2007 to 2013. Michael was awarded 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.


Michael Bertz, Ph.D., P.E., CFA® | Kennedy Capital Management, Inc. : Kennedy Capital Management, Inc.

www.kennedycapital.com [cached]

Michael Bertz, Ph.D., P.E., CFA®
Michael Bertz, Ph.D., P.E., CFA®, is the Portfolio Manager for the Extended Small Cap strategy. 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 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. Michael joined KCM in 2006 as a research analyst and served as Director of Research from 2007 to 2013. Michael was awarded 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.


Team | Kennedy Capital Management, Inc. : Kennedy Capital Management, Inc.

www.kennedycapital.com [cached]

Michael Bertz, Ph.D., P.E., CFA®
Portfolio Manager Michael Bertz, Ph.D., P.E., CFA®, is the Portfolio Manager for the Extended Small Cap strategy. 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 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. Michael joined KCM in 2006 as a research analyst and served as Director of Research from 2007 to 2013. Michael was awarded 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. Michael Bertz, Ph.D., P.E., CFA® Portfolio Manager


Team | Kennedy Capital Management, Inc. : Kennedy Capital Management, Inc.

www.kennedycapital.com [cached]

Michael Bertz, Ph.D., P.E., CFA®
Portfolio Manager Michael Bertz, Ph.D., P.E., CFA®, is the Portfolio Manager for the Extended Small Cap strategy. 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 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. Michael joined KCM in 2006 as a research analyst and served as Director of Research from 2007 to 2013. Michael was awarded 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. Michael Bertz, Ph.D., P.E., CFA® Portfolio Manager


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. Mr. Fisher shares responsibility for the coordination and direction of internal research operations with Michael Bertz.


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