Robert Gebhart

About Robert Gebhart

I’m a CFA charterholder and public equity investor with more than 30 years of experience across the buy side, sell side, and banking, focused on fundamental research, portfolio construction, and long-term capital stewardship.Most recently, I’m serving as Director of Research at HS Management Partners, where I’m a senior member of a concentrated, long-only equity team managing quality growth portfolios for institutional and high-net-worth clients. My coverage as a generalist analyst spans sectors with particular depth in consumer and financial services. My work combines bottom-up stock selection with active participation in portfolio construction and client engagement.Earlier in my career, I was a Partner and Director of Research at Grisanti Brown & Partners, a Portfolio Manager at W.P. Stewart & Co, and a sell-side analyst at Merrill Lynch, the latter of which I covered insurance and financial services and participated in multiple high-profile IPOs. I began my investment career at the State Teachers Retirement System of Ohio, managing positions within a large analyst-run equity portfolio.Across roles, I’ve valued repeatable research processes, thoughtful risk management, and strong team cultures. In addition to investing, I’ve led firm-wide initiatives spanning marketing strategy, best execution, proxy voting policies and oversight, technology implementation, and analyst development. I enjoy mentoring younger analysts and helping organizations operate with clarity, discipline, and integrity.I have also advised nonprofit organizations on investment strategy and asset allocation, and have served on multiple boards and investment committees.

Experience

1. Director of Research

   Hs Management Partners, Llc

   Jul 2025 — Present · New York, NY, US

Education

• Miami University

  B.S., Finance

  1989 — 1993

Skills

• Securities
• Portfolio Management
• Asset Managment
• Valuation
• Investment Strategies
• Alternative Investments
• Bloomberg
• Capital Markets
• Asset Management
• Asset Allocation
• Mutual Funds
• Financial Modeling
• Equities
• Investment Management
• Equity Research
• Fixed Income
• Wealth Management
• Investments