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Rob Wertheimer Location
New York, NY, US
Rob Wertheimer Work
Founding Partner and Machinery Analyst @ (September 2017 - Present)
Senior Industrials Analyst--Machinery @ (July 2015 - July 2017)
Principal, Equity Research - Machinery @ Vertical Research Partners (July 2011 - June 2015)
Equity Research Analyst -Machinery @ (January 2007 - July 2011)
Associate - Latam Beverage and Consumer @ (July 2002 - January 2007)
Summer Research Associate @ (May 2001 - August 2001)
Associate @ Matrix Associates (March 1997 - July 2000)
Agroforester @ (October 1994 - December 1996)
Rob Wertheimer Education
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
2000-2002
Carleton College
BA (Geology, French)
1990-1994
Rob Wertheimer Skills
Equity Research
Series 7
Equities
Financial Modeling
Series 63
Hedge Funds
Alternative Investments
Equity Valuation
Capital Markets
Fixed Income
Asset Management
Valuation
Portfolio Management
Financial Analysis
Rob Wertheimer Summary
Rob Wertheimer, based in New York, NY, US, is currently a Founding Partner and Machinery Analyst at Melius Research. Rob Wertheimer brings experience from previous roles at Barclays, Vertical Research Partners and Morgan Stanley. Rob Wertheimer holds a 2000 - 2002 Master of Business Administration (M.B.A.) @ Duke University - The Fuqua School of Business. With a robust skill set that includes Equity Research, Series 7, Equities, Financial Modeling, Series 63 and more. Rob Wertheimer has 2 emails and 2 mobile phone numbers on RocketReach.
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