Managing Director/Director of Private InvestmentsSentinel Trust Company
Dennis A. Montz, CFA serves as Managing Director and Director of Private Investments, at Sentinel Trust Company, L.B.A., a Houston-based multifamily office specializing in complex, multi-generational planning and investing in growth. Mr. Montz manages six proprietary private equity funds of funds, which includes sourcing, performing due diligence independently and with consultants, and monitoring limited partner investments in venture capital, corporate finance, and real estate funds. He joined Sentinel after serving as vice president of finance/treasury for Amedisys, a public home-health company, where he managed cash investments and bank relationships as well as worked on a $125 million secondary equity offering. Previously, Mr. Montz worked at AIG in New York where he reviewed limited partner investments for private equity funds of funds and direct investments for AIG-sponsored funds on behalf of the Chief Investment Officer and managed fixed income portfolios. Prior to that, he served as an investment officer for Global Partner Ventures, a private equity fund investing in defense conversion joint ventures in the former Soviet Union. Mr. Montz started his business career at Price Waterhouse management consulting on privatization in the former Soviet Union. Mr. Montz earned a Bachelor of Science in Foreign Service degree from Georgetown University, an MBA from Tulane University, and both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
2001 Kirby Drive
Houston Texas 77019