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Tim Heston

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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.  Tim currently sits on the board of three Bertram portfolio companies including Anord (power distribution equipment), Maxcess (web handling components), and Rowmark (extruded plastic sheets).  Tim previously sat on the board for Bertram’s exited portfolio companies: Clarus Glassboards (branded architectural glass and markerboards) and EDI (extrusion dies manufacturer).


  • University of California at Berkeley
  • MBA, Haas Graduate School of Business
  • Boston College
  • Bachelor of Science in Finance, magna cum laude