Chicago Research Partners - Investment Banking Research

Dan Bergtholdt - Founder and CEO
Dan has more than 13 years of experience in the financial markets and corporate finance world. Prior to attending the University of Chicago Graduate School of Business, Dan spent a majority of his career leading an options based hedge fund. Through a financial modeling and valuation consulting project in India, Dan met many of the quality people that make up the CRP team. Dan shares his time between client visits in the U.S., Europe, and the Gulf and overseeing operations in India.

Management

Marc Messina – Managing Director, Client Engagement
Marc's career in finance has been in the asset management field as a portfolio manager and trader for a $600 million hedge fund, which was responsible for 2.2% of total listed equity option volume in the U.S. Additionally, Marc was a portfolio manager and trader on a prominent proprietary desk that faciliated an average of $5.5 billion per day across the OTC currency markets. His strategy focus was long/short, event driven, and volatility arbitrage. Marc graduated from UND's John D. Odegard School of Aerospace Sciences with a B.S. in Aerospace Science. He brings a passion for research and delivering exceptional results for clients to Chicago Research Partners.

Quantitative Strategies – Managing Director, Financial Engineering
CRP’s head of Quantitative Strategies oversees our Bangalore based quant / analyst team of mathematical and computer scientists. With more than 13 years of experience as a financial engineer on Wall Street, he is well versed in all aspects of trading technology, from data and algorithm analytics to trading software interface. He has led quantitative teams for large hedge funds and proprietary trading firms with roles including Chief Technology Officer, Financial Software Engineer, and Director of Financial Engineering. He holds a M.S. in Mechanical Engineering from the Indian Institute of Science, a Ph.D. in Mechanical Engineering from Auburn University, and a M.S. in Financial Mathematics from the University of Chicago. C.V. available to serious clients.