Michael Aloys Bartlett
Analyst-Equity bij Elizabeth Park Capital Advisors Ltd.
Profiel
Mr. Michael A.
Bartlett, CFA MBA, is a Senior Research Analyst at Elizabeth Park Capital Advisors Ltd.
He has over 9 years’ experience identifying sound investment opportunities.
He leverages disciplined financial analysis and sophisticated institutional research to ensure strong performance over the long-term.
He goes beyond traditional data to examine all fundamental aspects of an institution, with special attention to organizational leadership and competitive positioning.
His personal, hands-on approach allows him to gather a greater understanding of both key influencers and organizational motivators.
His unique perspective and meticulous process often discovers what others have overlooked.
Prior to joining the EPCM team, Mr. Bartlett was an Associate Analyst for KeyBanc Capital Markets dedicated to steel and metals.
Prior to this, he was an Equity Research Associate for William Blair & Company, where he focused on technology hardware.
Earlier, he served as an Associate for JP Morgan Capital Markets (formerly Banc One Capital Markets).
He launched his career with Bank One Corporation in their Private Client Investment Management Group where he ultimately served as an Investment Specialist.
He has been a CFA Charterholder since 2003, earned a B.A.
in Business, from Lake Forest College in 2000, and a M.B.A.
with High Honors and concentrations in Finance and Accounting from University of Chicago’s Graduate School of Business in 2006.
Actieve functies van Michael Aloys Bartlett
Bedrijven | Functie | Begin |
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Elizabeth Park Capital Advisors Ltd.
Elizabeth Park Capital Advisors Ltd. Investment ManagersFinance Elizabeth Park Capital Management Ltd. (EPCM) is an independent, and privately held bank-specific alternative asset manager headquartered in Pepper Pike, Ohio. The firm was founded in 2008 by Fred Cummings. EPCM provides discretionary investment advisory services to pooled investment vehicles and separately managed accounts. | Analyst-Equity | 01-05-2008 |
Eerdere bekende functies van Michael Aloys Bartlett
Bedrijven | Functie | Einde |
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KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Analyst-Equity | 01-06-2008 |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Analyst-Equity | 11-02-2007 |
Opleiding van Michael Aloys Bartlett
Lake Forest College | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
Elizabeth Park Capital Advisors Ltd.
Elizabeth Park Capital Advisors Ltd. Investment ManagersFinance Elizabeth Park Capital Management Ltd. (EPCM) is an independent, and privately held bank-specific alternative asset manager headquartered in Pepper Pike, Ohio. The firm was founded in 2008 by Fred Cummings. EPCM provides discretionary investment advisory services to pooled investment vehicles and separately managed accounts. | Finance |