Bert Roberts
Private-Equity-Analyst bei Sorenson Capital
Ursprung des Netzwerks ersten Grades von Bert Roberts
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Montgomery Securities, Inc.
91
| Extinct | Investment Banks/Brokers | 91 |
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.
37
| Private Company | Investment Managers | 37 |
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.
21
| Subsidiary | Investment Managers | 21 |
UBS Warburg, Inc.
17
| Subsidiary | 17 | |
USC Marshall School of Business
11
| College/University | Other Consumer Services | 11 |
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.
8
| Subsidiary | Investment Managers | 8 |
SoundView Technology Group
4
| Extinct | Investment Banks/Brokers | 4 |
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.
1
| Subsidiary | Miscellaneous Commercial Services | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bert Roberts
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director of Finance/CFO Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity Director of Research - Equity Analyst-Equity Corporate Officer/Principal Trading-Equity Corporate Officer/Principal | |
Harvest Capital Strategies LLC
 Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Baypoint Trading LLC
 Baypoint Trading LLC Investment Banks/BrokersFinance Baypoint Trading LLC provides institutional brokerage and fund services. The private company is based in San Francisco, CA and has subsidiaries in the United States. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Goal Zero LLC
 Goal Zero LLC Electrical ProductsProducer Manufacturing Goal Zero LLC engages in the manufacture of portable solar power products. It produces batteries, power packs, generators, solar panels, solar kits, lighting products, and related accessories. The company was founded by Robert Workman in June 2009 and is headquartered in Bluffdale, UT. | Electrical Products | Chairman Director/Board Member Director/Board Member | |
Nexmo, Inc.
 Nexmo, Inc. Specialty TelecommunicationsCommunications Nexmo, Inc. provides mobile voice and messaging solutions. It operates a cloud communications platform that develops APIs for SMS, voice, and phone verifications. The company was founded by Tony Jamous and Eric Nadalin in 2010 and is headquartered in San Francisco, CA. | Specialty Telecommunications | Director/Board Member Director/Board Member | |
TruHearing, Inc.
 TruHearing, Inc. Medical/Nursing ServicesHealth Services TruHearing, Inc. provides discount digital hearing aids and devices. The firm's products include premium hearing and advanced hearing aids. The company was founded by Lindsay T. Atwood in 2003 and is headquartered in Draper, UT. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree Graduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
Bain Capital LP
 Bain Capital LP Financial ConglomeratesFinance Bain Capital LP engages in provision of investment consulting services. It specializes in private equity, credit, public equity, venture, real estate, double impact, life sciences, and partnership strategies. The company was founded in 1984 and is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Doctorate Degree Masters Business Admin | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Lek/Alcar Consulting Group, Inc.
 The Lek/Alcar Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
Wilson Electronics LLC
 Wilson Electronics LLC Telecommunications EquipmentElectronic Technology Wilson Electronics LLC engages in the manufacture and design of cellular signal boosters and antennas. It offers weBoost, WilsonPro, and zBoost brands. The company was founded by James Wilson in 1999 and is headquartered in Cottonwood Heights, UT. | Telecommunications Equipment | Director/Board Member Director/Board Member | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Graduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| United States Air Force Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
BTIG LLC
 BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal Director of Finance/CFO Institutional Sales | |
Financial Technology Ventures Management Co. LLC
 Financial Technology Ventures Management Co. LLC Investment ManagersFinance Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York. | Investment Managers | Founder Founder Corporate Officer/Principal | |
InMoment, Inc.
 InMoment, Inc. Packaged SoftwareTechnology Services InMoment, Inc. engages in the provision of enterprise feedback management software solutions. It offers mobile application that allows ground-level managers at retail outlets and calls centers to immediately access, view, track and take action on customer survey information. It also offers marketing, human resources, data analyst, operations, and professional solutions. The firm serves the automotive, financial and food services, healthcare, retail, technology and B2B, travel, and utilities industry. The company was founded by John R. Sperry and Kurtis G. Williams in 2002 and is headquartered in South Jordan, UT. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
BigFix, Inc.
 BigFix, Inc. Internet Software/ServicesTechnology Services BigFix, Inc. provides global information technology infrastructure services. The company was founded by David Donoho and David S. Hindawi in 1997 and is headquartered in Armonk, NY. | Internet Software/Services | Director/Board Member Director/Board Member | |
Gordon & Betty Moore Foundation
 Gordon & Betty Moore Foundation Miscellaneous Commercial ServicesCommercial Services The Gordon and Betty Moore Foundation operate as a grantmaking organization works locally through its San Francisco Bay Area Program. It seeks to make a contribution to the quality of life in the bay area through targeted support in three areas: land protection, science and technology museums and the Betty Irene Moore Nursing Initiative. The company was founded by Gordon and Betty Moore in 2000 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | President Chief Investment Officer | |
Mindshare Technologies, Inc.
 Mindshare Technologies, Inc. Information Technology ServicesTechnology Services Mindshare Technologies, Inc. provides a real-time customer feedback solutions. The company was founded by Richard D. Hanks and John R. Sperry in 2002 and is headquartered in Salt Lake City, UT. | Information Technology Services | Director/Board Member Director/Board Member | |
Alpine Consolidated LLC
 Alpine Consolidated LLC Financial ConglomeratesFinance Alpine Consolidated LLC engages in the provision of investment services. The company was founded by Brent Robinson in 1996 and is headquartered in Washington, DC. | Financial Conglomerates | Founder Corporate Officer/Principal | |
Meritech Capital Partners
 Meritech Capital Partners Investment ManagersFinance Meritech Capital Partners (Meritech Capital) is a venture capital firm founded in 1999 by Mike Gorden, Paul Madera and Rob Ward. The firm is headquartered in Palo Alto, California. | Investment Managers | Founder Founder | |
| Stanford Graduate School of Business | College/University | Director/Board Member Director/Board Member |
Statistik
International
| Vereinigte Staaten | 47 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 20 |
| Consumer Services | 19 |
| Commercial Services | 4 |
| Technology Services | 4 |
| Producer Manufacturing | 2 |
Operativ
| Director/Board Member | 258 |
| Corporate Officer/Principal | 253 |
| Undergraduate Degree | 85 |
| Private Equity Investor | 62 |
| Analyst-Equity | 60 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Sandy Miller | 26 |
| James Hale | 25 |
| Paul Madera | 25 |
| D. Bullock | 24 |
| Luke Sorenson | 22 |
| Thom Weisel | 21 |
| Anthony Spinelli | 21 |
| Seth Gersch | 21 |
| Lewis Coleman | 20 |
| Robert A. Huret | 20 |
| Richard Herrick Kimball | 19 |
| Ken Elefant | 18 |
| Mark Zupan | 18 |
| Rob D. Ward | 17 |
| Peter Stoneberg | 17 |
- Börse
- Insiders
- Bert Roberts
- Unternehmensverbindungen
