Client Advisory Team

Sherry L. Bertner

Founder & Chief Executive Officer

Sherry Bertner has over 20 years of experience interacting with companies in the equity capital markets, including working with their executives as an Advisor, investing in them as a Senior Buy-Side Institutional Analyst, and covering them as a Sell-Side Equity Research Analyst.

Sherry's Health Care Advisory career began in 2009. Prior to founding Bertner Advisors, LLC, Sherry was a Partner at a financial communications consulting firm, where she was brought on to build and lead the Health Care practice.

Her work providing strategic counsel to senior executives in the Health Care sector follows a career as a Wall Street analyst spanning 14 years, including 12 years as a Senior Health Care Equity Research Analyst on the buy-side, both with long only institutions and long/short hedge funds. 

In her career as an institutional investor, Sherry drove health care equity investment decisions for several of the largest mutual funds and hedge funds in the country. She was most recently a Founding Partner of Angelo, Gordon & Co.'s Health Care Fund. Before joining Angelo, Gordon in 2005, she held Senior Health Care Equity Research Analyst positions with Fortress Investment Group, Credit Suisse Asset Management, Eagle Asset Management, and Trusco Capital Management. She started in the industry in the mid-1990s as a sell-side analyst with Equitable Securities Corporation. 

Sherry has served as Vice President of the Board of Managers of Trump World Tower since 2006.

She received a B.S. in Management with dual minors in Finance and Psychology from the Georgia Institute of Technology.

Kevin Ciabattoni

Kevin Ciabattoni joined Bertner Advisors from KeyBanc Capital Markets. He brings to our Firm over a decade of sell-side equity research experience on Wall Street covering sectors including Health Care, Aerospace & Defense, Software, Telecom, and Business Services. Prior to his seven years at KeyBanc, Kevin spent four years at Boenning & Scattergood, Inc. He began his career as a software engineer and worked for companies including GMAC Mortgage and Standard & Poor's prior to his transition to Wall Street.

Kevin received his MBA with a concentration in Finance from the Fox School of Business at Temple University and a BA in Computer Science from Boston College.

Lena Adams

Lena Adams brings to our Firm over 20 years of multi-faceted Investor Relations and Strategic Communications experience, the last 6 years of which were focused on the health care sector. Prior to joining our team, Lena worked directly with our Founder, Sherry Bertner, for four years at a financial communications firm in the same Health Care Client Advisor role she holds now.

During Lena's Investor Relations career, she has been actively involved in developing and executing IR programs for both public and pre-IPO health care companies.

Lena received her MBA with an emphasis in Finance from the Graziado School of Business & Management at Pepperdine University.  She holds both a BS in Chemistry and a BA in Journalism from the State University of Minsk, Belarus.