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Bert Roberts

Investor

Managing Director at Sorenson Ventures

Salt Lake City, Utah

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

Find your path to Bert

207 people in our graph share verified history with Bert — schools, employers, funds. One of them is your warm intro.

NoorunlockedBert: together at Wasatch Advisors, Inc. (2005–2007)
Bert: together at Montgomery Securities
Bert: together at Wasatch Advisors, Inc.
×4Bert: together at UBS

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

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

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.

Investments

Investor

GlobeInPango

Per curated public sources.

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.
What companies has Bert Roberts invested in?
Investments tracked here include GlobeIn, Pango.
Where did Bert Roberts go to school?
Bert Roberts studied at USC Marshall School of Business.

Same school

Shared employers