Robert Bergen
Analyst-Equity chez Kennedy Capital Management LLC
Profil
Mr. Robert V.
Bergen, CFA, is an Assistant Portfolio Manager & Research Analyst at Kennedy Capital Management LLC.
He is responsible for the Extended Small Cap strategy and for evaluating and monitoring selected companies within the real estate and utilities sectors of KCM’s universe.
Prior to joining the firm in April 2019, he spent nearly 14 years as a Portfolio Manager and Senior Analyst at Harrison Street Securities, a dedicated Real Estate Investment Trust investment manager.
He earned his B.A.
in Economics from Northwestern University.
Postes actifs de Robert Bergen
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/04/2019 |
Formation de Robert Bergen
| Northwestern University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
