Skip to main content

Nicholas Advisory Board

Roberto Morales

Investment Analyst and Portfolio Manager

Adage Capital Management, L.P.

Roberto Morales is a Portfolio Manager at Adage Capital Management in Boston, MA. Prior to joining Adage in January 2010, Mr. Morales worked for Janus Capital Group as Senior Medical Devices Analyst for four years. Mr. Morales’ experience also includes working for Bear Stearns & Co. in New York City, where he served as Associate Director for the Medical Devices Equity Research group, as well as for UBS Investment Bank and RBC Capital Markets’ Healthcare Corporate Finance Group. Mr. Morales earned a Bachelor of Arts from Universidad Anahuac in Mexico City and a Master of Science in Finance, Investment and Banking and Marketing Research from the University of Wisconsin-Madison. Mr. Morales is a Scholar of the University of Wisconsin Applied Corporate Finance program and the A.C. Nielsen Center for Marketing Research. He also holds advanced degrees in Applied Statistics, Credit Risk Management and Telecommunications from ITAM and ITESM in Mexico City. He has ten years of professional investment experience.