Profile
Ms. Kelly L.
Roberts is Chief Financial Officer at Brooke Private Equity Associates.
She has been with Brooke Private Equity Associates since October 2008.
Ms. Roberts was previously employed as Chief Financial Officer by Heritage Partners, Inc., a Manager by Investors Bank & Trust Co., and a Manager by PricewaterhouseCoopers.
She also served on the board at Advanced Technology Ventures.
Ms. Roberts received her undergraduate degree from the University of Nebraska.
She is a Certified Public Accountant.
Former positions of Kelly L. Roberts
| Companies | Position | End |
|---|---|---|
New Heritage Capital LLC
 New Heritage Capital LLC Investment ManagersFinance New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts. | Director of Finance/CFO | 30/10/2008 |
Brooke Private Equity Associates
 Brooke Private Equity Associates Investment ManagersFinance Brooke Private Equity Associates (BPEA) is a private equity firm founded in 2002 by Peter Brooke and John Brooke. The firm is headquartered in Boston, Massachusetts. | Director of Finance/CFO | - |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | - |
| PricewaterhouseCoopers /US Corp. Value Consulting Ops/ | Corporate Officer/Principal | - |
ATV Capital Management Inc.
 ATV Capital Management Inc. Investment ManagersFinance ATV Capital Management Inc. (ATV Capital Management) is a venture capital firm founded in 1979. The firm is headquartered in Boston, Massachusetts. | Director of Finance/CFO | - |
Training of Kelly L. Roberts
| University of Nebraska | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
New Heritage Capital LLC
New Heritage Capital LLC Investment ManagersFinance New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts. | Finance |
ATV Capital Management Inc.
ATV Capital Management Inc. Investment ManagersFinance ATV Capital Management Inc. (ATV Capital Management) is a venture capital firm founded in 1979. The firm is headquartered in Boston, Massachusetts. | Finance |
| PricewaterhouseCoopers /US Corp. Value Consulting Ops/ | Commercial Services |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
Brooke Private Equity Associates
Brooke Private Equity Associates Investment ManagersFinance Brooke Private Equity Associates (BPEA) is a private equity firm founded in 2002 by Peter Brooke and John Brooke. The firm is headquartered in Boston, Massachusetts. | Finance |
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