Primary Job Title Partner Primary Organization Sorenson Capital
Location Salt Lake City, Utah, United States Regions Western US Gender Male
Investor Type Investor Stage
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Bert Roberts focuses on deal origination for Sorenson Capital. Previously, he was a Vice President of Institutional Client Services at Wasatch Advisors. Before Wasatch, Bert Roberts held senior-level investment banking positions at UBS Warburg, SoundView Technology Group and Montgomery Securities (now BofA Merrill Lynch) concentrating primarily on
the technology and real estate sectors. He began his career as a consultant in the real estate advisory group at Kenneth Leventhal & Company (now Ernst & Young).
Bert Roberts received a B.S. in Business Administration from the University of Southern California. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
