Bert Roberts
Private Equity Analyst at Sorenson Capital
Bert Roberts active positions
| Companies | Position | Start | End |
|---|---|---|---|
Sorenson Capital
 Sorenson Capital Investment ManagersFinance Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah. | Private Equity Analyst | 01/03/2011 | - |
Sorenson Ventures
 Sorenson Ventures Investment ManagersFinance Sorenson Ventures is a venture capital arm of Sorenson Capital founded in 2017 by Ken Elefant and Rob J. Rueckert. The firm is headquartered in Palo Alto, California with an additional office in Lehi. | Private Equity Investor | 01/03/2011 | - |
Career history of Bert Roberts
Former positions of Bert Roberts
| Companies | Position | Start | End |
|---|---|---|---|
Ronald McDonald House Charities of Charleston SC, Inc.
 Ronald McDonald House Charities of Charleston SC, Inc. Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House Charities of Charleston SC, Inc. promotes programs that improve the health and well-being of children and their families. The non-profit company is based in Charleston, SC. | Director/Board Member | 01/09/2009 | 01/12/2014 |
Anecare LLC
 Anecare LLC Medical SpecialtiesHealth Technology Anecare LLC develops disposable devices that removes unwanted inhaled anesthetics. The company was founded by Michael Slatter, Joseph Orr, Derek Sakata, Dwayne Westenskow and is headquartered in Salt Lake City, UT. | Private Equity Investor | 01/10/2008 | 01/04/2009 |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Corporate Officer/Principal | 01/02/2005 | 01/09/2007 |
| UBS Warburg, Inc. | Corporate Officer/Principal | 01/01/2000 | 31/12/2002 |
| SoundView Technology Group | Corporate Officer/Principal | 01/01/1999 | - |
| Montgomery Securities, Inc. | Analyst-Equity | 01/01/1993 | - |
Ernst & Young Real Estate Services Co. LLC
 Ernst & Young Real Estate Services Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Ernst & Young Global Ltd., Ernst & Young Real Estate Services Co. LLC is a company based in Miami, FL. | Corporate Officer/Principal | 31/12/1992 | 31/12/1992 |
| ░░░░░░░ ░░░░░░░░░ ░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - | - |
Training of Bert Roberts
| USC Marshall School of Business | Undergraduate Degree |
Statistics
International
| United States | 11 |
| Canada | 2 |
Operational
| Corporate Officer/Principal | 5 |
| Private Equity Investor | 2 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 6 |
| Commercial Services | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 10 |
|---|---|
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Finance |
| Montgomery Securities, Inc. | Finance |
| SoundView Technology Group | Finance |
Ernst & Young Real Estate Services Co. LLC
Ernst & Young Real Estate Services Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Ernst & Young Global Ltd., Ernst & Young Real Estate Services Co. LLC is a company based in Miami, FL. | Commercial Services |
Sorenson Capital
Sorenson Capital Investment ManagersFinance Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah. | Finance |
Kenneth Leventhal & Co.
 Kenneth Leventhal & Co. Miscellaneous Commercial ServicesCommercial Services The American company was founded in 1949 by Kenneth Leventhal and Stan Ross. Kenneth Leventhal & Co. was acquired by Ernst & Young LLP on November 20, 1995. | Commercial Services |
| UBS Warburg, Inc. | |
Ronald McDonald House Charities of Charleston SC, Inc.
Ronald McDonald House Charities of Charleston SC, Inc. Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House Charities of Charleston SC, Inc. promotes programs that improve the health and well-being of children and their families. The non-profit company is based in Charleston, SC. | Commercial Services |
Sorenson Ventures
Sorenson Ventures Investment ManagersFinance Sorenson Ventures is a venture capital arm of Sorenson Capital founded in 2017 by Ken Elefant and Rob J. Rueckert. The firm is headquartered in Palo Alto, California with an additional office in Lehi. | Finance |
Anecare LLC
Anecare LLC Medical SpecialtiesHealth Technology Anecare LLC develops disposable devices that removes unwanted inhaled anesthetics. The company was founded by Michael Slatter, Joseph Orr, Derek Sakata, Dwayne Westenskow and is headquartered in Salt Lake City, UT. | Health Technology |
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