Bert Roberts
Public Communications Contact at Sorenson Ventures
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| D. Bullock | M | 68 |
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. | 21 years |
| Burke Davis | M | - |
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. | 10 years |
| Rob Rueckert | M | - |
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.
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. | 9 years |
| Tom Pierce | M | - |
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. | 9 years |
| Mark Ludwig | M | - |
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. | 21 years |
| Ken Elefant | M | - |
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. | 7 years |
| Luke Sorenson | M | - |
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. | - |
| Linda Nguyen Lasater | F | - |
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. | 18 years |
| Brady Broadbent | M | - |
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. | 16 years |
| Ron P. Mika | M | - |
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. | 22 years |
| Tim Layton | M | - |
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. | 22 years |
| Eric Hilton | M | - |
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.
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. | 4 years |
| Jill Wahleithner | M | - |
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. | 18 years |
| Andrew Turner | M | - |
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. | 12 years |
| Michelle Moon | F | - |
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. | 2 years |
| Anthony Spinelli | M | 56 |
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. | 4 years |
| Jacob Clark | M | - |
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. | 6 years |
| Vidya Raman | F | - |
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. | 5 years |
| Erin Halbrecht | F | - |
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. | 1 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Thom Weisel | M | 83 |
Montgomery Securities, Inc.
| 26 years |
| Jared N. Whatcott | M | - |
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. | 15 years |
| Jerry Henley | M | - |
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. | - |
| Peter Sturgeon | M | - |
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. | 14 years |
| Kim David Arthur | M | - |
Montgomery Securities, Inc.
| 11 years |
| Daniel Koller | M | 54 |
UBS Warburg, Inc.
| 1 years |
| Josh Stewart | M | - |
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. | 12 years |
| Kindra Tatarsky | F | - |
Montgomery Securities, Inc.
| 7 years |
| Mike Gerding | M | 62 |
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. | 3 years |
| Neal Dihora | M | - |
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. | 2 years |
| John W. Kirby | M | - |
Montgomery Securities, Inc.
| 6 years |
| Maureen McCarthy | F | 60 |
Montgomery Securities, Inc.
| 6 years |
| Emily Mackenzie Brakebill | F | - |
Montgomery Securities, Inc.
| 2 years |
| Steven Lau | M | - |
Montgomery Securities, Inc.
| 1 years |
| Robert Karl Grunewald | M | 62 |
Montgomery Securities, Inc.
| 5 years |
| Rich Sootkoos | M | - |
USC Marshall School of Business
| 2 years |
| Sean Schickedanz | M | 56 |
Montgomery Securities, Inc.
| 4 years |
| Sherry Ward | F | - |
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. | - |
| Baron O'Brien | M | - |
USC Marshall School of Business
| 4 years |
| Diane Merdian | F | 64 |
Montgomery Securities, Inc.
| 6 years |
| Peter H. Mcmillan | M | - |
Montgomery Securities, Inc.
| 11 years |
| Rei Shinozuka | M | - |
UBS Warburg, Inc.
| 2 years |
| Bernard M. Notas | M | 72 |
Montgomery Securities, Inc.
| 10 years |
| Jay Cecil | M | - |
Montgomery Securities, Inc.
| 2 years |
| Pat Oswald | M | - |
Montgomery Securities, Inc.
| 5 years |
| Seth Gersch | M | 76 |
Montgomery Securities, Inc.
| 11 years |
| Kathlyne K. Kiaie | F | - |
Montgomery Securities, Inc.
| 5 years |
| Rachel Glaser | F | 62 |
USC Marshall School of Business
| 2 years |
| Brian Petitt | M | - |
Montgomery Securities, Inc.
| - |
| Cordy Snyder | M | - |
Montgomery Securities, Inc.
| 8 years |
| Greg Wnuk | M | - |
Montgomery Securities, Inc.
| 1 years |
| Kevin D. Blair | M | - |
Montgomery Securities, Inc.
| 9 years |
| Bob Jersey | M | - |
Montgomery Securities, Inc.
| 5 years |
| Jon David Tapper | M | - |
Montgomery Securities, Inc.
| - |
| Dustin Sellers | M | - |
USC Marshall School of Business
| 4 years |
| Ken Beaulieu | M | - |
Montgomery Securities, Inc.
| 8 years |
| Peter Tarrant | M | - |
Montgomery Securities, Inc.
| - |
| Johnathan Lloyd Fitzgibbons | M | - |
Montgomery Securities, Inc.
| 3 years |
| Tony Avila | M | - |
Montgomery Securities, Inc.
| - |
| Jonathan S. Kahn | M | - |
Montgomery Securities, Inc.
| 9 years |
| Thomas Gilligan | M | 69 |
USC Marshall School of Business
| 20 years |
| Derek Lemke-von Ammon | M | 66 |
Montgomery Securities, Inc.
| 9 years |
| Stuart Gabriel | M | 70 |
USC Marshall School of Business
| 17 years |
| Thor Eivind Kallerud | M | - |
Montgomery Securities, Inc.
| - |
| Paul Madera | M | 67 |
Montgomery Securities, Inc.
| 5 years |
| Sandy Miller | M | 74 |
Montgomery Securities, Inc.
| 8 years |
| Randall S. Huyser | M | - |
Montgomery Securities, Inc.
| - |
| Jeffrey Wei Lin | M | - |
Montgomery Securities, Inc.
| 10 years |
| Richard Keith Kravitz | M | - |
Montgomery Securities, Inc.
| - |
| Jim F. Wilson | M | 61 |
Montgomery Securities, Inc.
| - |
| Doug F. Whitman | M | - |
Montgomery Securities, Inc.
| 11 years |
| Bob Tishman | M | - |
Montgomery Securities, Inc.
| 6 years |
| Colin Born | M | 52 |
Montgomery Securities, Inc.
| 2 years |
| Stephan R. Peers | M | 72 |
Montgomery Securities, Inc.
| 6 years |
| Robert A. Huret | M | 78 |
Montgomery Securities, Inc.
| - |
| Peter Stoneberg | M | 68 |
Montgomery Securities, Inc.
| 5 years |
| Denise M. Gilbert | M | 66 |
Montgomery Securities, Inc.
| 7 years |
| Lewis Coleman | M | 82 |
Montgomery Securities, Inc.
| 5 years |
| Richard Herrick Kimball | M | 67 |
Montgomery Securities, Inc.
| 10 years |
| Jonathan A. Michaels | M | 55 |
USC Marshall School of Business
| 4 years |
| Rob D. Ward | M | 56 |
Montgomery Securities, Inc.
| 3 years |
| David M. Scharf | M | - |
Montgomery Securities, Inc.
| 4 years |
| Laura Elizabeth Geritz | F | - |
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. | 11 years |
| Traci Mangini | F | - |
Montgomery Securities, Inc.
| 6 years |
| Mark Zupan | M | 64 |
USC Marshall School of Business
| 10 years |
| Dylan Bishop | M | - |
Montgomery Securities, Inc.
| - |
| James Hale | M | 72 |
Montgomery Securities, Inc.
| - |
| John Robert Born | M | 56 |
Montgomery Securities, Inc.
| 1 years |
| Alice A. Ruth | F | - |
Montgomery Securities, Inc.
| 7 years |
| Adam D. Compton | M | 59 |
Montgomery Securities, Inc.
| 4 years |
| Kayvan Heravi | M | - |
Montgomery Securities, Inc.
| 1 years |
| Jerome S. Markowitz | M | 84 |
Montgomery Securities, Inc.
| 11 years |
| Jim Fowler | M | 62 |
Montgomery Securities, Inc.
| 4 years |
| Craig Wainwright Wood | M | - |
Montgomery Securities, Inc.
| 4 years |
| Brian C. Crumley | M | - |
Montgomery Securities, Inc.
| - |
| Robert L. Ricks | M | - |
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. | 3 years |
| Collette Lattin | F | - |
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. | 2 years |
| Rob Sanderson | M | - |
Montgomery Securities, Inc.
| - |
| Jim J. Janesky | M | - |
Montgomery Securities, Inc.
| 5 years |
| Will C. Marks | M | - |
Montgomery Securities, Inc.
| 7 years |
| Julie Isacks | F | - |
USC Marshall School of Business
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 98 | 98.00% |
| Canada | 2 | 2.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bert Roberts
- Personal Network
