Fundraising Fox

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.

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Experience

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

Education

  1. USC Marshall School of Business1986 — 1990

Skills & more

Strategy15Strategic Planning10Management11Financial Analysis14Investments84Venture Capital45Hedge Funds22Investment Banking32Valuation9Real Estate7Investment Strategies18Finance11
+12 morePrivate EquityEntrepreneurshipMergers & AcquisitionsStart-upsStrategic PartnershipsFinancial ModelingDue DiligenceData AnalysisCorporate DevelopmentCorporate FinanceAccountingBusiness Strategy

From Bert's professional profile.

Same school

Also attended USC Marshall School of Business138

Niki PezeshkiGeneral Partner at Felicis VenturesJeffrey PaineFounding Partner at Golden Gate VenturesRajeev DhamPartner at Sapphire VenturesTeemu MattilaPartner at Lifeline VenturesEvan SmithManaging Director at Marlin Equity PartnersAlicia ZaettaAssociate at Marlin Equity Partners

+ 132 more

Shared employers

Also worked at Wasatch Advisors, Inc.5

NoorPartner at Clear VenturesEugene "Gene" PodsiadloSenior Strategic Advisor, Special Limited Partner at AI CapitalKarey BarkerFounder & Managing Partner at Cross Creek AdvisorsPeter JarmanManaging Partner at Cross Creek AdvisorsRomana BrownSenior Operations Manager at Cross Creek Advisors

Also worked at UBS527

Paul KwanInvestment Team at General CatalystMartin MignotInvestor at Index VenturesBirgitteInvestor at InvestinorSauvanne Saint-LégerInvestor at DaphniElena PantaziPartner & Head of Platform at NorthzoneDaniel LiCEO of Plus and venture partner at Madrona

+ 521 more

Also worked at EY980

Tyler WilsonSenior Accountant at Felicis VenturesSandra SchwarzerInvestor at Index VenturesLinn Hege AuneInvestor at InvestinorTorjusInvestor at InvestinorAngela ToyPartner & COO at Golden Gate VenturesMahesha SubramaniamHead of Client Relations at Golden Gate Ventures

+ 974 more

Colleagues at Sorenson Ventures

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
Fraser Bullock
Partner at Sorenson Ventures