Founding Partner – Machinery Research
Rob Wertheimer is a founding partner of Melius Research, where he serves as the Director of Research and lead research analyst for the global machinery sector. He brings more than a decade of machinery research experience to Melius, and has been recognized as a top three analyst by Institutional Investor at both Barclays and Morgan Stanley.
Most recently, Mr. Wertheimer was the lead machinery analyst at Barclays. Prior to Barclays, he led the machinery coverage at Vertical Research and Morgan Stanley and started his career covering beverage and retail across Latin America as an associate on a top-ranked team. He also worked for several years as a strategy consultant for small businesses in manufacturing and retail. Mr. Wertheimer began his career in the Peace Corps in Niger, West Africa, working with agriculture, forestry, and water resources in a small rural village.
He earned a B.A. in Geology from Carleton College in 1994 and an MBA from Duke’s Fuqua school of business in 2002. Mr. Wertheimer is fluent in French and Hausa. He lives in Brooklyn with his family.