Bert Roberts
Private-Equity-Analyst bei Sorenson Capital
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| 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 Jahre |
| 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 Jahre |
| Rob Rueckert | 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.
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 Jahre |
| 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 Jahre |
| 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 Jahre |
| 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 Jahre |
| 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 Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 18 Jahre |
| 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 Jahre |
| 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 Jahre |
| 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 Jahre |
| 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 Jahre |
| Jill Wahleithner | M | - |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 18 Jahre |
| 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 Jahre |
| 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 Jahre |
| 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 Jahre |
| 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 Jahre |
| 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 Jahre |
| 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 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Thom Weisel | M | 83 |
Montgomery Securities, Inc.
| 26 Jahre |
| Jared N. Whatcott | M | - |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 15 Jahre |
| 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 Jahre |
| Kim David Arthur | M | - |
Montgomery Securities, Inc.
| 11 Jahre |
| Daniel Koller | M | 54 |
UBS Warburg, Inc.
| 1 Jahre |
| Josh Stewart | M | - |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 12 Jahre |
| Kindra Tatarsky | F | - |
Montgomery Securities, Inc.
| 7 Jahre |
| Mike Gerding | M | 62 |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 3 Jahre |
| Neal Dihora | M | - |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 2 Jahre |
| John W. Kirby | M | - |
Montgomery Securities, Inc.
| 6 Jahre |
| Maureen McCarthy | F | 60 |
Montgomery Securities, Inc.
| 6 Jahre |
| Emily Mackenzie Brakebill | F | - |
Montgomery Securities, Inc.
| 2 Jahre |
| Steven Lau | M | - |
Montgomery Securities, Inc.
| 1 Jahre |
| Robert Karl Grunewald | M | 62 |
Montgomery Securities, Inc.
| 5 Jahre |
| Rich Sootkoos | M | - |
USC Marshall School of Business
| 2 Jahre |
| Sean Schickedanz | M | 56 |
Montgomery Securities, Inc.
| 4 Jahre |
| Sherry Ward | F | - |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. 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 Jahre |
| Diane Merdian | F | 64 |
Montgomery Securities, Inc.
| 6 Jahre |
| Peter H. Mcmillan | M | - |
Montgomery Securities, Inc.
| 11 Jahre |
| Rei Shinozuka | M | - |
UBS Warburg, Inc.
| 2 Jahre |
| Bernard M. Notas | M | 72 |
Montgomery Securities, Inc.
| 10 Jahre |
| Jay Cecil | M | - |
Montgomery Securities, Inc.
| 2 Jahre |
| Pat Oswald | M | - |
Montgomery Securities, Inc.
| 5 Jahre |
| Seth Gersch | M | 76 |
Montgomery Securities, Inc.
| 11 Jahre |
| Kathlyne K. Kiaie | F | - |
Montgomery Securities, Inc.
| 5 Jahre |
| Rachel Glaser | F | 62 |
USC Marshall School of Business
| 2 Jahre |
| Brian Petitt | M | - |
Montgomery Securities, Inc.
| - |
| Cordy Snyder | M | - |
Montgomery Securities, Inc.
| 8 Jahre |
| Greg Wnuk | M | - |
Montgomery Securities, Inc.
| 1 Jahre |
| Kevin D. Blair | M | - |
Montgomery Securities, Inc.
| 9 Jahre |
| Bob Jersey | M | - |
Montgomery Securities, Inc.
| 5 Jahre |
| Jon David Tapper | M | - |
Montgomery Securities, Inc.
| - |
| Dustin Sellers | M | - |
USC Marshall School of Business
| 4 Jahre |
| Ken Beaulieu | M | - |
Montgomery Securities, Inc.
| 8 Jahre |
| Peter Tarrant | M | - |
Montgomery Securities, Inc.
| - |
| Johnathan Lloyd Fitzgibbons | M | - |
Montgomery Securities, Inc.
| 3 Jahre |
| Tony Avila | M | - |
Montgomery Securities, Inc.
| - |
| Jonathan S. Kahn | M | - |
Montgomery Securities, Inc.
| 9 Jahre |
| Thomas Gilligan | M | 69 |
USC Marshall School of Business
| 20 Jahre |
| Derek Lemke-von Ammon | M | 66 |
Montgomery Securities, Inc.
| 9 Jahre |
| Stuart Gabriel | M | 70 |
USC Marshall School of Business
| 17 Jahre |
| Thor Eivind Kallerud | M | - |
Montgomery Securities, Inc.
| - |
| Paul Madera | M | 67 |
Montgomery Securities, Inc.
| 5 Jahre |
| Sandy Miller | M | 74 |
Montgomery Securities, Inc.
| 8 Jahre |
| Randall S. Huyser | M | - |
Montgomery Securities, Inc.
| - |
| Jeffrey Wei Lin | M | - |
Montgomery Securities, Inc.
| 10 Jahre |
| Richard Keith Kravitz | M | - |
Montgomery Securities, Inc.
| - |
| Jim F. Wilson | M | 61 |
Montgomery Securities, Inc.
| - |
| Doug F. Whitman | M | - |
Montgomery Securities, Inc.
| 11 Jahre |
| Bob Tishman | M | - |
Montgomery Securities, Inc.
| 6 Jahre |
| Colin Born | M | 52 |
Montgomery Securities, Inc.
| 2 Jahre |
| Stephan R. Peers | M | 72 |
Montgomery Securities, Inc.
| 6 Jahre |
| Robert A. Huret | M | 78 |
Montgomery Securities, Inc.
| - |
| Peter Stoneberg | M | 68 |
Montgomery Securities, Inc.
| 5 Jahre |
| Denise M. Gilbert | M | 66 |
Montgomery Securities, Inc.
| 7 Jahre |
| Lewis Coleman | M | 82 |
Montgomery Securities, Inc.
| 5 Jahre |
| Richard Herrick Kimball | M | 67 |
Montgomery Securities, Inc.
| 10 Jahre |
| Jonathan A. Michaels | M | 55 |
USC Marshall School of Business
| 4 Jahre |
| Rob D. Ward | M | 56 |
Montgomery Securities, Inc.
| 3 Jahre |
| David M. Scharf | M | - |
Montgomery Securities, Inc.
| 4 Jahre |
| Laura Elizabeth Geritz | F | - |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 11 Jahre |
| Traci Mangini | F | - |
Montgomery Securities, Inc.
| 6 Jahre |
| Mark Zupan | M | 64 |
USC Marshall School of Business
| 10 Jahre |
| Dylan Bishop | M | - |
Montgomery Securities, Inc.
| - |
| James Hale | M | 72 |
Montgomery Securities, Inc.
| - |
| John Robert Born | M | 56 |
Montgomery Securities, Inc.
| 1 Jahre |
| Alice A. Ruth | F | - |
Montgomery Securities, Inc.
| 7 Jahre |
| Adam D. Compton | M | 59 |
Montgomery Securities, Inc.
| 4 Jahre |
| Kayvan Heravi | M | - |
Montgomery Securities, Inc.
| 1 Jahre |
| Jerome S. Markowitz | M | 84 |
Montgomery Securities, Inc.
| 11 Jahre |
| Jim Fowler | M | 62 |
Montgomery Securities, Inc.
| 4 Jahre |
| Craig Wainwright Wood | M | - |
Montgomery Securities, Inc.
| 4 Jahre |
| Brian C. Crumley | M | - |
Montgomery Securities, Inc.
| - |
| Robert L. Ricks | M | - |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 3 Jahre |
| Collette Lattin | F | - |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | 2 Jahre |
| Rob Sanderson | M | - |
Montgomery Securities, Inc.
| - |
| Jim J. Janesky | M | - |
Montgomery Securities, Inc.
| 5 Jahre |
| Will C. Marks | M | - |
Montgomery Securities, Inc.
| 7 Jahre |
| Julie Isacks | F | - |
USC Marshall School of Business
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 98 | 98,00% |
| Kanada | 2 | 2,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Bert Roberts
- Persönliches Netzwerk
