Roberta is a Managing Director, bringing over 20 years of investment banking experience to RCA. She focuses primarily on healthcare technology and technology-enabled services, and related healthcare verticals. Roberta started her career in New York as a founding member of the Healthcare Investment Banking Team at Dean Witter and later led the Healthcare Technology effort for Morgan Stanley advising some of the firm’s fastest growing clients.
She also went on to work at a number of other Wall Street firms including Robertson Stephens, Punk Ziegel, Moss Adams Capital and Keybank, advising healthcare and related company founders, senior executives, and corporate boards on a wide range of strategic corporate finance transactions, including buy-side and sell-side M&A advisory and equity and debt capital raising transactions. Roberta has executed, structured, and negotiated more than 80 transactions for early-stage and middle-market growth companies, both private and publicly held. She has also worked with non-profit health systems, medical group structures, long-term care groups, provider organizations, and healthcare payers.
Roberta earned her degrees in Finance and Chinese Language from Indiana University, and she also attended Peking University and the National University of Singapore.