Advisor Team

Do you love being a research analyst on the sell-side or buy-side but find that parts of the Wall Street model just don’t resonate with you?  Have you ever thought about which parts of your role you truly love and which you’d rather not have to deal with?  What if you could extract the best parts of your role without dealing with the parts you view as less than inspiring?

At your core, are you an exceptional analyst?

Do you relish making "the call"?  Can you keep a high level of conviction even if the world believes otherwise?  Can you remain clear and objective in your thinking as to why you believe what you do?

Have you ever been on an earnings call, cringed at a comment made by the executives and felt desperate to stop them in their tracks to save them from an unforced error?

What if you could wield your analytical prowess in a more directly effective way?  Not to go long or short a company’s stock, but to actually influence those companies and the executives who lead them.  What if you could be a part of the only team in the room making that high-stakes call advising the C-suite on guidance and other weighty topics that impact the future of health care executives and their companies?

That’s what we do.  Every day.  If you think you’d like to be a part of that, we should talk.

We have built a boutique advisory firm, comprised exclusively of former research analysts from the sell-side and buy-side, with the mission of advancing the pace of innovation in health care by revolutionizing the relationship between Wall Street and the Health Care Corporate World.  Our small-but-mighty team develops executives in our domain, enabling health care leaders to advance their companies in service of their noble missions.

We are:

• valued for thinking as the analysts we have been in our past lives


• fulfilled every day with pride in our position of influencing the influencers


• inspired by contributing to the development of health care executives, the growth of health care companies, and the advancement of health care in the world itself

To expand our sphere of influence on the health care world, we are looking for the sharpest, savviest minds on Wall Street who are drawn to our mission.  Incisive analysts who want to not just analyze companies, but to deploy their analytical prowess into action that drives these companies forward, that helps the health care companies and executives win, by advising and coaching the executive and financial leadership teams at the top. 

We are proud of our team and in the way we work together and support one another.  We value growth and development and foster an environment of regular feedback and continuous learning.  We constantly think about the values and talents of our team members and thrive in helping them develop in the areas most important to them, to us, and to our clients.

People ask us what truly makes the difference in the sheer depth of influence we have with our executives and companies.  It's simple.  It's harder here.  Let us know if you're up for it.

Bertner Advisors, LLC appreciates your interest in this position. Please be advised that only those applicants selected for an interview will be contacted.