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About
Verne Garin is an Equity Analyst at Boston Partners, based in Boston, MA, specializing in equity research within the energy and metals & mining sectors. He joined Boston Partners in September 2024, where he is responsible for fundamental and quantitative analysis, security selection, and monitoring investment opportunities in his covered sectors.
Before his current role, Mr. Garin was an Equity Research Associate at Wolfe Research LLC from July 2023 to July 2024, with a focus on the energy sector. His background includes experience in macro and sector-specific research, supporting institutional clients with actionable investment insights across energy equity markets. He has also held a leadership position as Vice President at the Tartan Student Fund, further developing his analytical and portfolio management skills.
Mr. Garin holds a B.S. dual degree in Economics and Statistics from Carnegie Mellon University. His expertise spans in-depth financial modeling, security valuation, and the evaluation of ESG (Environmental, Social, and Governance) criteria within his coverage universe. He is recognized for a systematic, data-driven approach to investment research, particularly within the energy and natural resources sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boston Partners | Equity Analyst | Sep 2024 to Present | — |
| Wolfe Research, LLC | Equity Research Associate | Jul 2023 to Jul 2024 | •Energy Associate covering IOCs and LNG under Sam Margolin
•Aided in Energy Vertical Launch with Doug Leggate |
| Tartan Student Fund | Vice President | Apr 2022 to May 2023 | — |
| Tartan Student Fund | Portfolio Manager - Industrials | Aug 2021 to Apr 2022 | •Research and plan investment decisions towards a $80K equity portion of Carnegie Mellon Endowment using fundamental valuation techniques in addition to identifying catalysts for specific securities t... |
| Tartan Student Fund | Assistant Portfolio Manager - Financial Institutional Groups | Jan 2021 to Aug 2021 | — |
| Tartan Student Fund | Analyst - Industrials | Sep 2020 to Jan 2021 | — |
| Carnegie Mellon University | TA for Principles of Macroeconomics, Finance, and Investment Analysis | Aug 2020 to May 2023 | •Held office hours in addition to grading responsibilities to aid students to grasp a greater understanding of investment vehicles and strategies spanning topics of Long/Short and Fixed Income Analysi... |
| Carnegie Mellon University | Undergraduate Student Researcher | May 2020 to Aug 2021 | •Conducted undergraduate research on the effects of market concentration as well as the role of large-sized establishments in the US Economy
•Researched the effects of large establishments in our eco... |
| Carnegie Mellon University | Undergraduate Research Lab Member | May 2020 to Jul 2020 | •Created a taxonomy of goods in the lens of the consumer along with students and faculty from Carnegie Mellon. This project named the Pandemic Consumer Expenditure Index (PACE) categorizes goods by do... |
| Wolfe Research, LLC | Equity Research Summer Intern | Jun 2022 to Aug 2022 | •Worked under Sam Margolin's Integrated Oils, Refiners, LNG, and Renewable Fuels team
•Aided in initiating coverage for Bunge and Archer-Daniels-Midland under the new agriculture subsector
•Forecast... |
| American Century Investments | Portfolio Management Intern - ETFs and Alternative | Jun 2021 to Aug 2021 | •Built a performance attribution system from scratch which identifies divergences in performance between the firm’s Semi-Transparent ETFs and their respective policy portfolios using R programming, co... |
| Timberland, a VF Company | Retail Salesperson | Jun 2019 to Aug 2019 | •Aided customers with their shopping experience at the Timberland Great Mall location taking on tasks such as manning the register, opening the store as well as closing, and volunteering with the comp... |
| Next Level Football Bay Area | Flag Football Coach | Jan 2017 to Jan 2019 | •Taught kids from 3rd to 6th grade about the basic fundamentals of football
•Coached teams in practice and in games, calling plays on the offensive and defensive side of the ball |
Education
Carnegie Mellon University
2019 — 2023
Bellarmine College Preparatory
2015 — 2019
Others at Boston Partners (39)
| Name | Role | Location |
|---|---|---|
A Andy Hatem | Equity Analyst | Westwood, MA , United States |
 | Equity Analyst | Hingham, MA , United States |
C Christopher Hart | Portfolio Manager | Boston, MA , United States |
 | Equity Analyst | Boston, MA , United States |
D Daniel Farren | Senior Portfolio Analyst | Mattapoisett, MA , United States |
 | Equity Analyst | Kentfield, CA , United States |
D David Kim | Portfolio Manager | Boston, MA , United States |
D Duilio Ramallo | Senior Portfolio Manager | Los Angeles, CA , United States |
E Edward Odre | Equity Analyst | Boston, MA , United States |
 | Portfolio Manager | New York, NY , United States |
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