Bert Roberts
Private Equity Analyst at Sorenson Capital
Profile
Bert Roberts is currently a Partner at Sorenson Capital and a Partner at Sorenson Ventures.
He previously worked as a Vice President at Wasatch Advisors, Inc. from 2005 to 2007.
He also held positions as a Principal at Montgomery Securities, Inc. from 1993 to 1998, a Principal at SoundView Technology Group in 1999, and a Senior Associate at Ernst & Young Real Estate Services Co. LLC in 1992.
Additionally, he worked as a Consultant at Kenneth Leventhal & Co., a Principal at UBS Warburg, Inc. from 2000 to 2002, and a Vice President at Anecare LLC from 2008 to 2009.
Mr. Roberts served as a Board Member at Ronald McDonald House Charities of Charleston SC, Inc. from 2009 to 2014.
He obtained his undergraduate degree from USC Marshall School of Business in 1990.
Bert Roberts active positions
| Companies | Position | Start |
|---|---|---|
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 | 2011-02-28 |
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 | 2011-02-28 |
Former positions of Bert Roberts
| Companies | Position | 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 | 2014-11-30 |
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 | 2009-03-31 |
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 | 2007-08-31 |
| UBS Warburg, Inc. | Corporate Officer/Principal | 2002-12-30 |
| SoundView Technology Group | Corporate Officer/Principal | - |
Training of Bert Roberts
| USC Marshall School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
| UBS Warburg, Inc. | |
| SoundView Technology Group | Finance |
| Montgomery Securities, Inc. | 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 |
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 |
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 |
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 |
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