Tim Heston


executive, investment

Since 2008

image of Tim Heston

Focus Area



Tim joined Bertram in 2008 and focuses primarily on Industrial investments.  Tim led Bertram’s investment in Perennials and Sutherland and has participated in Bertram’s investments in Anord Mardix Group, Flow Control Group, Clarus, Maxcess, Rowmark, EDI, Tyden and PDI.  Prior to Bertram, Tim was with Calera Capital where he evaluated investment opportunities across a range of industries. Before joining Calera, Tim was a member of the Mergers & Acquisitions group at J.P. Morgan and the Investment Banking group at Carl Marks & Co. 

Board Affiliations

Anord-Mardix Group
Perennials and Sutherland


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University of California, Berkeley

MBA, Haas School of Business

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Boston College

Bachelor of Science in Finance, magna cum laude