2011 -2015 Principal, Equity Research - Machinery @ Vertical Research Partners
2007 -2011 Equity Research Analyst -Machinery @
2002 -2007 Associate - Latam Beverage and Consumer @
2001 -2001 Summer Research Associate @
1997 -2000 Associate @ Matrix Associates
1994 -1996 Agroforester @
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.
Looking for a different Rob Wertheimer?
Find contact details for 700 million professionals.