Robert B. Rafferty
Private Equity Investor at Wellvest Capital, LLC
Profile
obert B.
Rafferty II is a Principal with Wellvest Capital.
Rob has over twenty-five years of experience in finance with a broad depth of expertise spanning private equity/venture capital, business transformation, corporate finance, operations and investment administration.
This includes successes in multiple industries with a focus on consumer products, alternative investments and management consulting.
Prior to joining Wellvest Capital, he was a Managing Director in the Asset Management practice of Accenture, by way of the acquisition of Beacon Consulting Group.
Preceding this was over a decade as CFO/COO for CP Baker & Co. where he was responsible for overseeing the operations and financials of multiple portfolio company.
Rob graduated from Providence College, Cum Laude with a bachelor’s degree in Economics.
Throughout his career, he has been active in his community supporting and volunteering at various organizations and charities including the South Shore Community Center, Mad River Glen, Best Buddies International, and the Pan Mass Challenge.
Rob’s personal time is spent with his wife and family of four children plus pursuing numerous sporting activities; he is an accomplished skier, cyclist, equestrian and surfer.
Robert B. Rafferty active positions
| Companies | Position | Start |
|---|---|---|
Wellvest Capital, LLC
 Wellvest Capital, LLC Investment ManagersFinance Wellvest Capital LLC (Wellvest Capital) is a private equity firm founded by David Thibodeau in 2012. The firm is headquartered in Boston, Massachusetts. | Private Equity Investor | 01/09/2017 |
Former positions of Robert B. Rafferty
| Companies | Position | End |
|---|---|---|
| ACCENTURE PLC | Private Equity Investor | 01/08/2017 |
Beacon Consulting Group LLC (Massachusetts)
 Beacon Consulting Group LLC (Massachusetts) Miscellaneous Commercial ServicesCommercial Services Beacon Consulting Group LLC engages in management financial consulting services. It provides business process redesign, merger integration, operational assessment and review, hedge fund due diligence, technology assessment, technology implementation, business process outsource, hedge fund administrator conversion, asset manager launch, regulatory and disclosure review, and compliance review. The company was founded in 1999 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01/12/2015 |
Kaufman Rossin & Co., A Professional Association
 Kaufman Rossin & Co., A Professional Association Miscellaneous Commercial ServicesCommercial Services Kaufman, Rossin & Co. provides audit and tax services. Its services include accounting and assurance, forensic, advisory and valuation, business consulting, and risk advisory. The firm serves a variety of industries including banking, broker-dealers, construction, healthcare, hedge funds and private equity, law firms, manufacturing and distribution, non-profits, real estate, and technology. The company was founded by James R. Kaufman and Jay H. Rossin in 1962 and is headquartered in Miami, FL. | Founder | 01/06/2010 |
C.P. Baker LLC
 C.P. Baker LLC Investment ManagersFinance C.P. Baker is the venture capital arm of C.P Baker & Co. Ltd., a firm founded in 1990 by Christopher Perry Baker. The firm is headquartered in Waltham, Massachusetts. | Director of Finance/CFO | 01/08/2007 |
| Providence College | Economist | 02/01/1989 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ACCENTURE PLC | Technology Services |
| Private companies | 4 |
|---|---|
Kaufman Rossin & Co., A Professional Association
Kaufman Rossin & Co., A Professional Association Miscellaneous Commercial ServicesCommercial Services Kaufman, Rossin & Co. provides audit and tax services. Its services include accounting and assurance, forensic, advisory and valuation, business consulting, and risk advisory. The firm serves a variety of industries including banking, broker-dealers, construction, healthcare, hedge funds and private equity, law firms, manufacturing and distribution, non-profits, real estate, and technology. The company was founded by James R. Kaufman and Jay H. Rossin in 1962 and is headquartered in Miami, FL. | Commercial Services |
C.P. Baker LLC
C.P. Baker LLC Investment ManagersFinance C.P. Baker is the venture capital arm of C.P Baker & Co. Ltd., a firm founded in 1990 by Christopher Perry Baker. The firm is headquartered in Waltham, Massachusetts. | Finance |
Beacon Consulting Group LLC (Massachusetts)
Beacon Consulting Group LLC (Massachusetts) Miscellaneous Commercial ServicesCommercial Services Beacon Consulting Group LLC engages in management financial consulting services. It provides business process redesign, merger integration, operational assessment and review, hedge fund due diligence, technology assessment, technology implementation, business process outsource, hedge fund administrator conversion, asset manager launch, regulatory and disclosure review, and compliance review. The company was founded in 1999 and is headquartered in Boston, MA. | Commercial Services |
Wellvest Capital, LLC
Wellvest Capital, LLC Investment ManagersFinance Wellvest Capital LLC (Wellvest Capital) is a private equity firm founded by David Thibodeau in 2012. The firm is headquartered in Boston, Massachusetts. | Finance |
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