Robert Bamberger, CFA

Research Analyst Intern

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Greater Chicago Area

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Timeline
About me
Vice President, Senior Equity Research Associate at Baird
Education
- University of Wisconsin-Madison
  2011 - 2015
  Bachelor of Business Administration - BBA Finance, Investment & Banking
  Activities and Societies: Phi Kappa Phi Honor Society
- University of Wisconsin-Madison
  2014 - 2016
  Master’s Degree Applied Security Analysis Program
  A two-year program that combines financial theory with hands on training in security analysis and portfolio management; student teams manage over $50 million during their second year
- University College Dublin
  2013 - 2013
  International Business/Trade/Commerce
  Study abroad business program in Dublin, Ireland
Experience
- Vascular Therapies
  Jun 2012 - Aug 2012
  Research Analyst Intern
- Delta Partners Ltd.
  Jun 2013 - Aug 2013
  Venture Capital Intern
- State of Wisconsin Investment Board
  Jun 2014 - Aug 2014
  Securities Analyst Intern
- Baird
  Jun 2015 - Aug 2015
  Equity Research Summer Analyst
- Baird
  Jul 2016 - now
  - Vice President, Senior Equity Research Associate
    Jan 2023 - now
  - Senior Research Associate (FinTech/BPO)
    Jan 2021 - Jan 2023
  - Equity Research Associate (FinTech/BPO)
    Jul 2019 - Jan 2021
  - Equity Research Analyst (FinTech/BPO)
    Jul 2016 - Jul 2019
Licenses & Certifications
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Series 63
  Financial Industry Regulatory Authority (FINRA)
- Series 86/87
  Financial Industry Regulatory Authority (FINRA)
- CFA
  CFA Institute
Honors & Awards
- Awarded to Robert Bamberger, CFA
  WPGA Scholarship Wisconsin PGA Jul 2011
- Awarded to Robert Bamberger, CFA
  Nicolet High School Salutatorian Nicolet High School Jun 2011
- Awarded to Robert Bamberger, CFA
  Deans List University of Wisconsin-Madison
- Awarded to Robert Bamberger, CFA
  Vilas Scholarship University of Wisconsin-Madison