Kelly L Roberts

Bio

Prior to BPEA, Ms Roberts served as the CFO of Heritage Partners, a middle market private equity firm with $1.4 billion under management. Previously, Ms Roberts was the director of finance of Advanced Technology Ventures, a bi-coastal venture capital firm investing in information technology and healthcare companies. Early in her career, she was a manager in the financial services practice of PricewaterhouseCoopers in Boston and a manager of mutual fund administration tax services of Investors Bank & Trust. Ms Roberts began her career with Price Waterhouse in Kansas City, Missouri. Ms Roberts is a CPA with a Bachelor of Science in accounting from the University of Nebraska. She is a member of the board of the Private Equity CFO Association, an officer of The Treasurers’ Club of Boston, and a member of the American Institute of CPAs.