Client Specialist, Edge Capital Partners
Chairman – Dallas
Rebecca Montes is a Client Specialist, for Edge Capital Partners. Rebecca works with Portfolio Managers and Senior Investment Advisers to meet clients’ daily needs. Rebecca previously worked as an Investment Analyst in San Antonio, Texas and is a CFA Level II Candidate. She is born and raised from El Paso, Texas and attended St. Mary’s University in San Antonio where she earned a Bachelor of Arts in Finance. In addition to her involvement in Texas Wall Street Women, Rebecca actively encourages women to pursue careers in finance through her volunteer work with CFA Dallas/Fort Worth.
Consulting Manager, Montgomery Coscia Greilich LLP
Ali is a Consulting Manager at Montgomery Coscia Greilich LLP, a full service middle market public accounting firm. Ali’s primary disciplines include strategy and management consulting, key account development and management, and transactional services – specifically mergers & acquisitions, integration planning and execution, post-close support as well as strategic and operational planning for small & medium size businesses. Ali also focuses on identifying and serving private equity firms and their portfolio companies. Prior to joining MCG, Ali was an investment professional at Rubicon Technology Partners in Menlo Park, California, where she spent three years completing private equity transactions, collaborating closely with management teams on operational initiatives, and actively participating as a board observer on several investments. Ali began her career at PwC in audit and was also a manager in Grant Thornton’s Transaction Advisory Services group.
Ali received her B.B.A. magna cum laude in Accounting and a Masters of Accountancy degree from Baylor University. She is a Certified Public Accountant licensed in the State of Texas and is a member of the AICPA.
Senior Associate, Constellation Advisers
Julia is currently a Senior Associate at Constellation Advisers, a full service investment management consultancy, where she is in charge of all new client onboarding’s and project management. Prior to joining Constellation, Julia was a Fund Controller at Standish Management where she managed the accounting and investor relations for various private equity and venture capital firms. Prior to Standish, Julia started her career in Public Accounting as an Auditor at Deloitte & Touche, LLP, where she gained experience working on several different clients, including large publicly traded corporations, smaller privately-held companies, and government work.
In her current and past roles, Julia has always actively participated in recruiting for the firm, as well as holding various leadership and networking roles. Julia graduated from Southern Methodist University with a Bachelor of Business Administration in Accounting and a Master of Science in Accounting and was appointed to the Student Leadership Group for the MSA program.
Chief Operating Officer – Renner Capital Partners LLC
Tiffany Ramirez is the Chief Operating Officer and Chief Compliance Officer for Renner Capital Partners LLC (“Renner”), a global long/short equity hedge fund manager. Renner launched its flagship fund in May 2017.
Ms. Ramirez has nearly fifteen years of investment industry experience spanning hedge funds, private equity funds, RIAs, and wealth managers. Her expertise includes legal and compliance, accounting and operations, and investor relations and marketing.
Prior to joining RGT, Ms. Ramirez worked with an independent consulting firm that provides compliance consulting services to investment advisers, hedge funds, and private equity managers across the country. She worked with clients to design, update, and restructure operations and compliance programs uniquely tailored to each firm. Ms. Ramirez advised firms with regard to fund structure and entity formation, corporate governance, operational efficiencies, service provider selection, and the expectations of institutional investors.
Ms. Ramirez was previously the Chief Compliance Officer of global private equity firm, Kildare Partners (“Kildare”), founded by international financier Ellis Short. Kildare has offices in Dallas, London, and Dublin and organizes institutional capital to invest in distressed real estate, principally in Western Europe.
From 2006 to 2013, Ms. Ramirez was the Chief Compliance Officer and Director of Operations for Paradigm Advisors, LLC, a long/short equity hedge fund manager with a 20+ year history and peak assets under management of $450 million. Previously, Ms. Ramirez worked in mergers and acquisitions for Dallas-based TRT Holdings, a privately-owned diversified holding company. Ms. Ramirez began her investment career at Carlson Capital, LP, an alternative asset management firm that manages over $22 billion across multiple hedge fund products.
Ms. Ramirez received her B.A. in English from The University of Texas at Dallas (2004), where she is currently an MBA candidate.
Ms. Ramirez is active in the Dallas investment community. She is a member of several professional organizations, including The Texas Hedge Fund Association, The DFW Compliance Roundtable, The National Society of Compliance Professionals, and Texas Wall Street Women. She currently serves on the board of Texas Wall Street Women.
Sufiana has over 21 years of experience serving as strategic business partner taking Chief Financial Officer and Chief Accounting Officer roles with responsibilities for publicly listed and privately held companies with global operations, head of financial reporting and analysis for investment banking with over $250 billion assets under management, accounting and business advisory services such as mergers, acquisitions, and divestiture, deal structures, business improvements, SOX compliance, SEC reporting, IFRS conversion for life and general insurance, consumer lending, private equity, registered investment companies, consumer products, technology, and energy. She is a Certified Public Accountant, and also holds a Chartered Global Management Accountant Certification.
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