Michael Bertz

MICHAEL BERTZ, Ph.D., P.E., CFA®, Portfolio Manager for the Extended Small Cap strategy. Mr. Bertz 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. Michael 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. Mr. Bertz 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. Mr. Bertz has also earned a B.E.D. in Architecture and a B.S. in Engineering Physics from Miami University in Oxford, Ohio.