Where does Bert Roberts work?

Bert Roberts is Managing Director at Sorenson Ventures.

What check size does Bert Roberts write?

Bert Roberts typically writes checks of $3M – $5M.

Where did Bert Roberts go to school?

Bert Roberts studied at USC Marshall School of Business.

Bert Roberts

Investor

Managing Director at Sorenson Ventures

Salt Lake City, Utah

Writes $3M – $5M checks · typically $4M

About

Before joining Sorenson Capital, Bert Roberts was vice president of institutional client services at Wasatch Advisors. He earlier held senior investment banking roles at UBS, SoundView Technology Group, and Montgomery Securities, and started his career as a consultant at Kenneth Leventhal & Company. He holds a Bachelor of Science in Business Administration from the University of Southern California and the CFA and CAIA designations.

Contact· self-published, not guessed

i•••@sorensoncapital.comreveal

Experience

Sorenson CapitalPartner, Fundraising/IR & Business Developmentcurrent2011 — presentSalt Lake City Metropolitan Area
Ronald McDonald House Charities of the Intermountain Area, Inc.Board Member2009 — 2014Salt Lake City Metropolitan Area
Utah Symphony | Utah OperaTrustee2011 — 2014Salt Lake City Metropolitan Area
Anecare, Inc.Vice President, Corporate Development2008 — 2009Salt Lake City Metropolitan Area
Wasatch Advisors, Inc.Vice President, Institutional Client Relations2005 — 2007Salt Lake City Metropolitan Area
UBSExecutive Director, Tech Investment Banking2000 — 2002San Francisco Bay Area
SoundView Technology GroupPrincipal, Tech Investment Banking1999 — 2000
Montgomery SecuritiesPrincipal1993 — 1998San Francisco Bay Area
EYSenior Associate, Real Estate Services Group1990 — 1993Los Angeles Metropolitan Area

Skills & more

Strategy15Strategic Planning10Management11Financial Analysis14Investments84Venture Capital45Hedge Funds22Investment Banking32Valuation9Real Estate7Investment Strategies18Finance11

+12 more

Private EquityEntrepreneurshipMergers & AcquisitionsStart-upsStrategic PartnershipsFinancial ModelingDue DiligenceData AnalysisCorporate DevelopmentCorporate FinanceAccountingBusiness Strategy

From Bert's professional profile.

Colleagues at Sorenson Ventures

Amir Ovcina

Fund Advisor at Cloud Health Euroventures

Anthony Aroni

Controller at Sorenson Ventures

Audrey Stine

Executive Assistant at Sorenson Ventures

Brady Broadbent

Partner at Sorenson Ventures

Burke Davis

Partner at Sorenson Ventures

Chris Hulme

Senior Associate at Sorenson Ventures

Eric Hilton

Partner at Sorenson Ventures

Erin Halbrecht

Head of Marketing, Platform, & Operations at Sorenson Ventures

Frequently asked questions

Who is Bert Roberts?: Before joining Sorenson Capital, Bert Roberts was vice president of institutional client services at Wasatch Advisors. He earlier held senior investment banking roles at UBS, SoundView Technology Group, and Montgomery Securities, and started his career as a consultant at Kenneth Leventhal & Company. He holds a Bachelor of Science in Business Administration from the University of Southern California and the CFA and CAIA designations.
Where does Bert Roberts work?: Bert Roberts is Managing Director at Sorenson Ventures.
What check size does Bert Roberts write?: Bert Roberts typically writes checks of $3M – $5M.
Where did Bert Roberts go to school?: Bert Roberts studied at USC Marshall School of Business.