Robert Bergen

Analyst-Equity presso Kennedy Capital Management LLC

Finance

Consumer Services

Profilo

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.

Posizioni attive di Robert Bergen

Società	Posizione	Inizio
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

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Formazione di Robert Bergen

Northwestern University

Undergraduate Degree

Esperienze
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Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	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