Committees Dallas

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Dallas City Head

Abigail Floyd Vice President, Frost Bank – Banking, Investments, Insurance, Dallas City Head

Abigail Floyd is a Vice President on the Middle Market lending team at Frost Bank. She began her career with the firm in 2013 as an Analyst and now manages banking relationships for Frost’s ultra-high net worth, family office and private equity clients in the North Texas region.

Abigail graduated from Texas A&M University with a degree in Finance where she was a member of the Beta Gamma Sigma Honors Society. She is currently pursuing her MBA at Southern Methodist University where she will major in Finance with a focus on investments and a minor in accounting.

Active in the community, Abigail currently heads up all marketing efforts for the Great Investors Best Ideas Symposium and is on the advisory board to the Beta Sigma chapter of Kappa Alpha Theta at SMU.  

Abigail currently serves as City Head for the Dallas.

Education

Ashleigh B. WhiteCPA, Audit Senior Manager, KPMG, Board Member & Co-Head of Programming, Dallas

Audit Senior Manager, KPMG
Chairman Education Committee, Dallas

Ashleigh White is a Senior Manager in the Asset Management practice of KPMG. Mrs. White began her career with Rothstein Kass in 2009 where she worked with various domestic and offshore clients within the alternative investment industry, including hedge funds, fund of funds, private equity funds and management companies.  She joined KPMG as part of the Rothstein Kass acquisition in 2014 and maintains her previous responsibilities.

Mrs. White received a Bachelor of Business Administration from Baylor University and a Master of Science in Accounting from The University of Texas at Arlington. Mrs. White is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), Texas Alternative Investments Association (TAIA) and Texas Young Professionals – Dallas Chapter (TYP).

Mrs. White serves as the Treasurer for TAIA, has acted as a formal mentor to high school girls through the Foundation for the Education of Young Woman’s mentorship program and volunteers at the TurnAround Agenda Food Pantry.

Kathryn Pothier Head Of Investor Relations, Trive Capital, Dallas

Kathryn is the Head of Investor Relations for Trive Capital. She is responsible for maintaining and enhancing relationships with Trive investors, strategically evaluating the institutional landscape, and cultivating relationships with potential future investors.

Prior to joining Trive Capital, Kathryn was VP of Business Development for Silver Oak Services Partners, a Chicago-based private equity fund focused on lower middle market services companies. Prior to Silver Oak, Kathryn was Director of Investor Relations and Business Development at Black Maple Capital, an event-driven hedge fund, and Stark Investments, a global multi-strategy hedge fund, both based in Milwaukee, Wisconsin. Kathryn began her career as the Director of U.S. Operations for UJAM, Inc., a cloud-based music technology start-up company, in San Francisco, California.

Kathryn received a Master’s degree in International Relations from Cambridge University. She also holds a Bachelor’s degree, Summa Cum Laude, in Music Composition and East Asian Studies from Vanderbilt University.

Catherine Anne Prideaux Senior Associate, Kainos Capital, Dallas

Ms. Prideaux is a Senior Associate at Kainos Capital, a food & consumer focused private equity firm.  In her role, she focuses on evaluating and executing investment opportunities as well as monitoring existing portfolio companies along with other members of the deal team.  She is also actively involved in recruiting activities. Prior to joining Kainos in 2018, she served as an investment banking analyst in the Oil & Gas group at Morgan Stanley in Houston. Catherine Anne graduated from The University of Texas at Austin with a B.A. in Plan II Honors and a B.B.A. in the Business Honors Program.

Valerie Marquez Senior Client Service Associate, Tolleson Wealth Management, Co-Head of Programming, Dallas

Valerie Marquez, serves as a Senior Client Service Associate at Tolleson Wealth Management. She works on the Client Advisory Team to provide operational and administrative support to clients of substantial wealth. Valerie also coordinates information requests for client investment accounts and other business activities in addition to providing concierge services and other account assistance.

Prior to joining Tolleson Wealth Management in 2017, Valerie worked at JPMorgan Chase as a Private Client Banker and worked alongside financial advisors to assist with client planning. Prior to JPMorgan Chase, Valerie worked in various private banking roles since starting her career in 2012.

Valerie graduated from the University of California-San Diego with a degree in Political Science. She enjoys traveling, spending time with friends, and adventures with her German Shepherd named Draco.

Julie Sanders Director, Kainos Capital, Dallas

Julie is a director at Kainos with a focus on investor relations. In her role, she leads investor communication and reporting, maintaining and forming new relationships with investors, and fundraising efforts. She is also a leader of the firm’s ESG initiatives and is actively involved in recruiting activities and supporting business development and deal sourcing efforts. Prior to joining Kainos in 2017, she served as a member of the Consumer and Corporate Officers’ practices at Russell Reynolds Associates, a global executive search and leadership advisory firm. Previously, Julie served as a management accountant at Oak Hill Advisors, a private investment firm, and she began her career at PricewaterhouseCoopers LLP in the Assurance Practice servicing primarily banking and capital markets clients.

Julie received a B.S. in Business Administration at Washington and Lee University, as well as a Master’s in Accountancy at the University of Virginia McIntire School of Commerce.

Networking

Abigail Floyd Vice President, Frost Bank – Banking, Investments, Insurance, Dallas City Head

Abigail Floyd is a Vice President on the Middle Market lending team at Frost Bank. She began her career with the firm in 2013 as an Analyst and now manages banking relationships for Frost’s ultra-high net worth, family office and private equity clients in the North Texas region.

Abigail graduated from Texas A&M University with a degree in Finance where she was a member of the Beta Gamma Sigma Honors Society. She is currently pursuing her MBA at Southern Methodist University where she will major in Finance with a focus on investments and a minor in accounting.

Active in the community, Abigail currently heads up all marketing efforts for the Great Investors Best Ideas Symposium and is on the advisory board to the Beta Sigma chapter of Kappa Alpha Theta at SMU.  

Abigail currently serves as City Head for the Dallas.

Jazz Walker Senior Tax Associate, Ernst & Young LLP, Co-Head of Programming, Dallas

Jazz Walker is a senior tax associate in the Wealth and Asset Management (WAM) group at Ernst & Young, LLP. Currently she is involved with the EY Dallas Black Professionals Network as a board member, and sits on the board of National Association of Black Accountants DFW as the secretary. She loves teaching and mentoring and gives back through the Junior Achievement Program and the Big Brother Big Sister Program.

Jazz attended Clark Atlanta University where she earned her Bachelor of Science in Accounting as well as a Master of Science in Accounting. While in college she learned the importance of giving back and taking on challenges with an “I’ll find a way or make one” approach.

Jazz is the oldest of 7 siblings and grew up a military dependent which she feels helped contribute to her open-mindedness and her love for travel.

Saaniya Grover University Liaison, The University of Texas at Dallas

Saaniya Grover is a Senior majoring in finance at The University of Texas at Dallas, graduating in May 2021. She is an Incoming Associate Developing Financial Advisor at Bank of America Merrill Lynch. Saaniya has previously worked at North Inc., a sales and consulting firm, as well as D.R. Saur Financial as a private wealth intern serving 400 clients during her time there. She has also worked in Venture Capital as an associate investing $50,000 in technology startups in the DFW area. Her last internship was with Merrill Lynch as an Analyst in the private wealth management department.

In her time at UT Dallas she was an executive officer for the Financial Leadership Association, a member of the Professional Program in Finance, and a placeholder in the Securities and Analysis Competition.

Shule Han Senior Manager, Ernst & Young LLP, Dallas

Shule Han is a Senior Manager in the asset management tax practice and has over 12 years of experience in the Financial Services industry.  She has extensive experience in the private equity and hedge fund industry providing tax compliance services in conjunction with client specific investment strategies, researching and creating effective solutions. 

Shule has worked with various private equity, hedge fund and family offices to ensure tax efficient structuring.  She has managed numerous client engagements relating to Tax Compliance, State and Local tax planning, International tax compliance and Management Company Tax Provisions.

Shule also has extensive experience in the Oil and Gas industry and a wide range of entity structures.

Shule received her Masters of Science in Accounting from the May School of Business at Texas A&M University.  She currently serves as the networking Committee for Texas Wall Street Women.  She is also active in For the Love of the Lake every Saturday for monthly Shoreline Spruce Up at White Rock Lake Park and local animal shelter.

Martha Nelson, CPA Manager, PricewaterhouseCoopers (PwC), Dallas

Martha Nelson is currently a Manager in the Private Company Services group at PricewaterhouseCoopers, LLP (PwC). She brings a trusted business advisor mindset to her clients, which include companies of all sizes as well as high-net worth individuals. Martha specializes in providing tax compliance and consulting solutions for privately-held companies and their owners, and is actively involved in the firm's training, recruitment, diversity, and digital upskilling/technology initiatives. Prior to her current role, Martha provided comprehensive tax and estate planning solutions to ultra-high net worth individual, closely-held business, and family office clients, and previously served alternative energy, oil & gas, entertainment, and ETF publicly traded partnerships. 

Martha is a Certified Public Accountant licensed in the State of Texas and is a member of several professional and non-profit organizations. Martha graduated from Southern Methodist University with a BBA in Accounting with Honors in the Liberal Arts and an MSA with dual concentrations in Assurance/Advisory and Taxation. During her time at SMU, Martha served in numerous leadership roles, including Student Ambassador to the University Admissions Committee, Secretary for the MSA Student Leadership Group, and Student Senate. She was also elected Student Body Secretary and named a National Merit Scholar.

Hiral Shah, CFA Director, Advisory Services, Grant Thornton LLP, Dallas

Hiral Shah is a Director for Grant Thornton’s Advisory Services in Dallas focusing on business valuations.  Hiral assists clients with business enterprise valuations, common and preferred stock valuations, mergers and acquisition analysis, and intangible asset valuations.

Hiral’s clients range from multinational corporations to start-up companies. She advises clients for financial and tax reporting, litigation support and strategic planning purposes. Prior to joining Grant Thornton in 2016, Hiral worked as a Senior Manager with Duff & Phelps, a global valuation consulting firm.  Prior to her time with Duff & Phelps, she has worked with Healthcare Appraisers, a boutique healthcare consulting firm and prior to that with CBIZ Valuation Group, a national independent valuation firm.  Hiral is a Chartered Financial Analyst (CFA) and holds a Masters of Business Administration in Finance from University of Texas, Arlington and a Bachelor of Engineering, Computer Science from University of Mumbai.

Meredith McKay Zevallos Executive Director, J.P. Morgan Private Bank, Dallas

Meredith has almost 20 years of experience in the finance and real estate industry.  She is currently a Banker in the Dallas office of J.P. Morgan Private Bank where she serves as an advisor to wealthy families. Meredith began her career working in the real estate principal investing groups at both Morgan Stanley and Goldman Sachs. After several years working in Madrid, Spain for Santander Investment, she served as head of Business Development for Matador Capital, a Latin American hedge fund based in Dallas. Prior to joining J.P. Morgan, Meredith worked as a Wealth Planner for UBS Texas Private Wealth. She has achieved the designation of Certified Financial PlannerTM and is licensed by the Texas Department of Insurance as a General Lines Agent.  A native of Arkansas, Meredith graduated from the University of Texas at Austin with a BBA in Business Honors and Finance.  She currently lives in Dallas with her two children, Sabrina and Nico.

Jackie Meister Associate Vice President, Frost Bank, Dallas

Jackie Meister is an Associate Vice President on the Commercial Real Estate team at Frost Bank. She joined the bank in 2018 as an Analyst and supported several Bankers that covered the Bank’s North Texas territory. Now, Jackie helps manage the banking relationships of real estate developers and investors for Frost.

Jackie attended the University of Kansas where she earned a degree in Finance. During her time at KU, she participated in multiple leadership roles including serving as a Senator on the University’s Student Senate. At Frost, Jackie enjoys mentoring and coaching new hires as well as helping to develop the Bank’s onboarding and training programs for new analysts

Philanthropy

Rianna Carter Experienced Assurance Senior Associate, BDO, Dallas

Rianna Carter is an experienced Senior assurance associate for BDO, LLP, an international public accounting firm. Rianna serves as the engagement in-charge for clients from various industries. Her primary focus involves audits for private equity funds. She graduated from Southern Methodist University with a Bachelor of Business Administration in Accounting and Oklahoma City University with a Master of Science in Accounting.

Ali Daubert, CPA Director – Business Advisory Services, Baker Tilly US, LLP, Dallas

Ali’s primary discipline is transaction services with a focus on buy, sell-side and carve-out engagements. Her background also includes founding and building-out Baker Tilly's fund administration platform (private equity and real estate), working on strategy and management consulting engagements, and developing key accounts throughout the US. Ali also focuses on identifying and serving private equity firms and their portfolio companies.

Ali has actively participated in or consulted on 150+ transactions with total deal value over $5bn.

Prior to joining Baker Tilly, Ali was an investment professional at Rubicon Technology Partners in Menlo Park, California, where she focused on completing private equity transactions, collaborating closely with management teams on operational initiatives, and active management of several investments. Working at a start-up private equity fund was an experience that is foundational to who Ali is today to see transactions through the eyes of a private equity investor, a truly unique perspective in transaction advisory.

Ali began her career at PwC and MCG in audit. Ali was also a manager in Grant Thornton’s Transaction Advisory Services group working on both transaction diligence and integration. 

Ali also leads Baker Tilly’s GROW (growth and retention of women) chapter in North Texas and is truly passionate about creating an environment at Baker Tilly for women to grow, develop, and ultimately thrive.

Liliya Leontyeva Private Wealth Advisor, Goldman Sachs & Co. LLC, Co-Head of Philanthropy & Volunteerism, Dallas

Liliya works as a Private Wealth Advisor on a team that serves high net-worth individuals in the Southwest United States.  Before joining Goldman Sachs, she worked at Deloitte Consulting, advising Forbes 100 companies.  Liliya holds her BBA and MBA from Southern Methodist University.

Katya Long Associate, Johnston Clem Gifford, Co-Head of Philanthropy & Volunteerism, Dallas

Ekaterina (“Katya”) G. Long is an experienced complex commercial trial lawyer. She focuses her practice on banking and finance litigation, partnership and ownership disputes, and trade secret litigation. Katya litigates such cases as breach of contract, fraud, theft of trade secrets, breach of fiduciary duty, defamation, and business disparagement. She has substantive experience in anti-SLAPP litigation, obtaining dismissals of business and commercial lawsuits at the pre-trial level.

She is known for providing effective and efficient client service. Clients select Katya when they need a tenacious and sophisticated counsel who is aligned with their business goals and is able to deliver the desired results in an ethical manner.

Katya attended the University of Dallas, where she earned a B.A. in English and Business, summa cum laude and was a part of Phi Beta Kappa 2010.  She also graduated from Southern Methodist University, Dedman School of Law, J.D., 2016

Katie Marshall Vice President, Business Development Officer, PNC Business Credit, Dallas

Katie Marshall is Vice President, Business Development Officer for PNC Business Credit, PNC’s senior secured lending group. She is responsible for identifying and executing on lending opportunities with existing and prospective clients in North Texas and Oklahoma. Katie has been with PNC Business Credit since graduating from the University of Pittsburgh in 2006 and has held many different roles within the organization since joining in June 2007, including collateral, credit and origination based roles. Katie graduated with Bachelor of Science in Business Administration degree, majoring in Finance and Accounting and minoring in French.

Outside of PNC, Katie is involved with many different professional and non-profit organizations. She currently serves as a board member for the DFW Chapter of the TMA, co-chairing the University Relations committee. Additionally, Katie serves on the Women’s and Young Professionals’ Committees of the DFW ACG and on the Philanthropy Committee of Texas Wall Street Women’s Dallas chapter. Katie is a supporter of the arts and enjoys traveling, running and reading in her spare time.

Rebecca Montes Client Specialist, Edge Capital Partners, 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.

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