Dennis Montz, CAIA, Chapter Executive, Houston

Vice President - Private Investments, Sentinel Trust Company
Dennis Montz, CAIA, is the Senior Vice President and Director of Private Investments at Sentinel Trust Company. In this role, Montz sources, conducts due diligence on, analyzes, and monitors investments for four proprietary private equity funds of funds in conjunction with external specialized consultants. Additionally, he oversees limited partnership investments in venture capital, corporate finance, and real estate funds, as well as analyzes other private investment opportunities for clients. Montz holds a BS in Foreign Service from Georgetown University, and an MBA in Finance from Tulane University. He has been a Chartered Alternative Investment Analyst (CAIA) Charterholder since 2011 and a Certified Financial Analyst (CFA) Charterholder since 2000.