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’ Wall Street career 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 Master of Science in Finance, Investment and Banking and Marketing Research from the University of Wisconsin-Madison and a B.A. in Business Administration from Universidad Anahuac in Mexico City. 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 over twenty years of professional investment experience.